Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
In the last 90 days, Federal Realty Investment Trust insiders filed 0 open-market purchases and 1 sale; 623 institutions reported holding it in 13F filings for Q2 2026, worth $10.6B in total; no superinvestor holds it.
Other share classesFRT.PC
13F holders, Q3 2025
Institutional positions in Federal Realty Investment Trust as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 510
- +23 vs. Q2 2025
- Shares held
- 76.1M
- +1.03M (+1.4%) vs. Q2 2025
- Total value
- $7.70B
- +$610.9M (+8.6%) vs. Q2 2025
- New holders
- 74
- 194 more added
- Sold out
- 51
- 165 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 623 | $10.6B |
| Q1 2026 | 560 | $8.33B |
| Q4 2025 | 527 | $8.47B |
| Q3 2025 | 510 | $7.70B |
| Q2 2025 | 491 | $7.79B |
| Q1 2025 | 481 | $8.08B |
| Q4 2024 | 490 | $9.53B |
| Q3 2024 | 505 | $9.34B |
| Q2 2024 | 452 | $7.98B |
| Q1 2024 | 448 | $8.12B |
| Q4 2023 | 452 | $8.03B |
| Q3 2023 | 415 | $7.14B |
| Q2 2023 | 416 | $7.63B |
| Q1 2023 | 434 | $7.65B |
| Q4 2022 | 428 | $7.97B |
| Q3 2022 | 389 | $6.98B |
| Q2 2022 | 402 | $7.19B |
| Q1 2022 | 399 | $8.95B |
| Q4 2021 | 343 | $7.56B |
| Q3 2021 | 414 | $8.81B |
| Q2 2021 | 400 | $8.81B |
| Q1 2021 | 388 | $7.49B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 996 | $100.9K | 0.00% | +228+29.7% | Added |
| Whittier Trust Co | 1,000 | $99.4K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 900 | $91.2K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 897 | $90.9K | 0.00% | +328+57.6% | Added |
| Pension & Wealth Management Advisors, Inc. | 885 | $89.7K | 0.03% | +439+98.4% | Added |
| Signaturefd, LLC | 867 | $87.8K | 0.00% | −119−12.1% | Reduced |
| Bessemer Group Inc | 773 | $78.0K | 0.00% | +191+32.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 732 | $74.2K | 0.01% | +732 | New |
| Quarry LP | 711 | $72.0K | 0.02% | +338+90.6% | Added |
| ZRC Wealth Management, LLC | 700 | $70.9K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 679 | $69.0K | 0.00% | −341−33.4% | Reduced |
| Rothschild Investment LLC | 664 | $67.3K | 0.00% | +235+54.8% | Added |
| Spire Wealth Management | 659 | $66.8K | 0.00% | +324+96.7% | Added |
| Clearstead Advisors, LLC | 603 | $61.1K | 0.00% | +251+71.3% | Added |
| Danske Bank A/S | 600 | $60.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 526 | $53.3K | 0.00% | +25+5.0% | Added |
| Brown Brothers Harriman & Co | 491 | $49.7K | 0.00% | +229+87.4% | Added |
| Eastern Bank | 450 | $45.6K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 440 | $44.6K | 0.00% | +7+1.6% | Added |
| Hantz Financial Services, Inc. | 412 | $42.0K | 0.00% | +379+1,148.5% | Added |
| Delta Asset Management LLC | 408 | $41.3K | 0.00% | −117−22.3% | Reduced |
| Quent Capital, LLC | 383 | $38.8K | 0.00% | +383 | New |
| DAGCO, Inc. | 350 | $35.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 346 | $35.0K | 0.00% | +1+0.3% | Added |
| Advisory Services Network, LLC | 345 | $34.9K | 0.00% | +345 | New |
| Versant Capital Management, Inc | 339 | $34.3K | 0.00% | +40+13.4% | Added |
| Federated Hermes, Inc. | 335 | $33.9K | 0.00% | −3−0.9% | Reduced |
| Toth Financial Advisory Corp | 332 | $33.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 316 | $32.0K | 0.00% | +62+24.4% | Added |
| Hilltop National Bank | 300 | $30.4K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 297 | $30.1K | 0.02% | +4+1.4% | Added |
| Massmutual Trust Co FSB | 290 | $29.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 270 | $27.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 253 | $26.0K | 0.00% | −2,153−89.5% | Reduced |
| Principal Securities, Inc. | 243 | $24.6K | 0.00% | +26+12.0% | Added |
| Montag A & Associates Inc | 240 | $24.3K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 223 | $22.6K | 0.00% | +223 | New |
| Huntington National Bank | 207 | $21.0K | 0.00% | −173−45.5% | Reduced |
| Sentry Investment Management LLC | 213 | $21.0K | 0.01% | −47−18.1% | Reduced |
| Onefund, LLC | 204 | $20.7K | 0.01% | +10+5.2% | Added |
| Cohen & Steers, Inc. | 196 | $20.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 156 | $15.8K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 153 | $15.5K | 0.01% | −33−17.7% | Reduced |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 142 | $14.3K | 0.00% | +135+1,928.6% | Added |
| Clear Street Markets LLC | 136 | $13.8K | 0.00% | +83+156.6% | Added |
| Zions Bancorporation, National Association | 132 | $13.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 129 | $13.1K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 127 | $12.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 119 | $12.1K | 0.00% | −32−21.2% | Reduced |
| Glen Eagle Advisors, LLC | 116 | $11.8K | 0.00% | +59+103.5% | Added |
| Group One Trading, L.P. | 101 | $10.2K | 0.00% | +101 | New |
| Byrne Asset Management LLC | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $9.00K | 0.00% | −24−20.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 84 | $9.00K | 0.00% | +84 | New |
| Adirondack Trust Co | 82 | $8.31K | 0.00% | −5−5.7% | Reduced |
| Assetmark, Inc | 81 | $8.21K | 0.00% | +4+5.2% | Added |
| TD Private Client Wealth LLC | 70 | $7.09K | 0.00% | −32−31.4% | Reduced |
| North Star Investment Management Corp. | 68 | $6.89K | 0.00% | +28+70.0% | Added |
| Financial Freedom, LLC | 67 | $6.74K | 0.00% | +1+1.5% | Added |
| Bell Investment Advisors, Inc | 65 | $6.59K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 59 | $5.98K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 58 | $5.85K | 0.00% | −1,604−96.5% | Reduced |
| Nemes Rush Group LLC | 55 | $5.57K | 0.00% | +55 | New |
| Farmers & Merchants Investments Inc | 49 | $4.96K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 35 | $3.55K | 0.00% | −40−53.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 34 | $3.44K | 0.00% | −92−73.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 34 | $3.38K | 0.00% | −812−96.0% | Reduced |
| Private Trust Co NA | 32 | $3.24K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 31 | $3.14K | 0.00% | −11−26.2% | Reduced |
| Grove Bank & Trust | 31 | $3.14K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 30 | $3.04K | 0.00% | +3+11.1% | Added |
| Valley National Advisers Inc | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 30 | $2.98K | 0.00% | +30 | New |
| MV Capital Management, Inc. | 29 | $2.94K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $2.63K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.33K | 0.00% | +23 | New |
| Financial Consulate, Inc | 20 | $2.03K | 0.00% | +20 | New |
| Founders Capital Management | 20 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 16 | $1.62K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $1.62K | 0.00% | +16 | New |
| Kozak & Associates, Inc. | 17 | $1.59K | 0.00% | +1+6.3% | Added |
| Wealth Watch Advisors, INC | 14 | $1.42K | 0.00% | +14 | New |
| Turning Point Benefit Group, Inc. | 13 | $1.29K | 0.00% | +13 | New |
| Legacy Wealth Managment, LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $1.01K | 0.00% | +5+100.0% | Added |
| Palisade Asset Management, LLC | 10 | $1.01K | 0.00% | +10 | New |
| Avion Wealth | 16 | $1.00K | 0.00% | +5+45.5% | Added |
| Covestor Ltd | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $811 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $810 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7 | $710 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $599 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $507 | 0.00% | −5−50.0% | Reduced |
| Clark Wealth Partners | 4 | $403 | 0.00% | +4 | New |
| Caitlin John, LLC | 4 | $356 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 3 | $307 | 0.00% | +3 | New |
| Tradewinds Capital Management, LLC | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $304 | 0.00% | 00.0% | Unchanged |