Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
No open-market purchases or sales by Federal Realty Investment Trust insiders were filed in the last 90 days; 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, Q4 2025
Institutional positions in Federal Realty Investment Trust as of Dec 31, 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
- 527
- +23 vs. Q3 2025
- Shares held
- 84.1M
- +8.10M (+10.7%) vs. Q3 2025
- Total value
- $8.47B
- +$775.1M (+10.1%) vs. Q3 2025
- New holders
- 76
- 207 more added
- Sold out
- 53
- 163 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 6 | $0 | 0.00% | +6 | New |
| ORG Partners LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $101 | 0.00% | +1 | New |
| DV Trading LLC | 1 | $101 | 0.00% | +1 | New |
| Leonteq Securities AG | 2 | $202 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $202 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 3 | $303 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $303 | 0.00% | +3 | New |
| Caitlin John, LLC | 4 | $358 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 4 | $403 | 0.00% | 00.0% | Unchanged |
| City State Bank | 5 | $504 | 0.00% | +5 | New |
| Root Financial Partners, LLC | 5 | $504 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $504 | 0.00% | +5 | New |
| Keating Financial Advisory Services, Inc. | 7 | $706 | 0.00% | +7 | New |
| Signature Equity Partners, LLC | 8 | $770 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 8 | $806 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $806 | 0.00% | +8 | New |
| TFC Financial Management | 8 | $807 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 9 | $907 | 0.00% | −5−35.7% | Reduced |
| Basepoint Wealth LLC | 9 | $949 | 0.00% | +9 | New |
| Avion Wealth | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Legacy Wealth Managment, LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 10 | $1.01K | 0.00% | +10 | New |
| Rossby Financial, LCC | 10 | $1.01K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $1.08K | 0.00% | +5+83.3% | Added |
| Howard Hughes Medical Institute | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $2.02K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $2.12K | 0.00% | +5+31.3% | Added |
| Harbour Investments, Inc. | 21 | $2.12K | 0.00% | +19+950.0% | Added |
| Sachetta, LLC | 23 | $2.32K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $2.62K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 27 | $2.73K | 0.00% | −7−20.6% | Reduced |
| South State Corp. | 29 | $2.92K | 0.00% | +19+190.0% | Added |
| Manchester Capital Management LLC | 29 | $2.92K | 0.00% | −1−3.3% | Reduced |
| MV Capital Management, Inc. | 29 | $2.92K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 30 | $2.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 31 | $3.13K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 31 | $3.13K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 33 | $3.33K | 0.00% | +33 | New |
| Elequin Capital LP | 38 | $3.83K | 0.00% | +38 | New |
| CVA Family Office, LLC | 40 | $4.03K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 47 | $4.74K | 0.00% | −18−27.7% | Reduced |
| Nemes Rush Group LLC | 55 | $5.54K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 56 | $5.64K | 0.00% | −3−5.1% | Reduced |
| Sunbelt Securities, Inc. | 58 | $5.84K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 67 | $6.71K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 68 | $6.85K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 70 | $7.06K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 70 | $7.06K | 0.00% | +70 | New |
| Assetmark, Inc | 79 | $7.96K | 0.00% | −2−2.5% | Reduced |
| Elyxium Wealth, LLC | 87 | $8.79K | 0.00% | +87 | New |
| GW&K Investment Management, LLC | 93 | $9.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 92 | $9.27K | 0.00% | +57+162.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 97 | $9.73K | 0.00% | +97 | New |
| Byrne Asset Management LLC | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 101 | $10.2K | 0.00% | +67+197.1% | Added |
| DV Equities, LLC | 109 | $11.0K | 0.00% | +109 | New |
| Clear Street Markets LLC | 117 | $11.8K | 0.00% | −19−14.0% | Reduced |
| CoreCap Advisors, LLC | 129 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 132 | $13.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 134 | $13.5K | 0.00% | +15+12.6% | Added |
| Huntington National Bank | 134 | $13.5K | 0.00% | −73−35.3% | Reduced |
| Pflug Koory, LLC | 138 | $13.9K | 0.01% | +11+8.7% | Added |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 156 | $15.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 168 | $16.9K | 0.00% | +52+44.8% | Added |
| Spire Wealth Management | 172 | $17.3K | 0.00% | −487−73.9% | Reduced |
| New Age Alpha Advisors, LLC | 186 | $18.7K | 0.00% | +186 | New |
| Activest Wealth Management | 199 | $20.1K | 0.00% | +198+19,800.0% | Added |
| Sentry Investment Management LLC | 213 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 205 | $21.0K | 0.00% | +9+4.6% | Added |
| SJS Investment Consulting Inc. | 210 | $21.2K | 0.00% | +210 | New |
| Onefund, LLC | 215 | $21.7K | 0.01% | +11+5.4% | Added |
| Montag A & Associates Inc | 240 | $24.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 240 | $24.2K | 0.01% | +87+56.9% | Added |
| Park Square Financial Group, LLC | 221 | $24.7K | 0.15% | +221 | New |
| Turning Point Benefit Group, Inc. | 254 | $25.6K | 0.01% | +241+1,853.8% | Added |
| SageView Advisory Group, LLC | 267 | $26.9K | 0.00% | +267 | New |
| True Wealth Design, LLC | 268 | $27.0K | 0.01% | +126+88.7% | Added |
| Anchor Investment Management, LLC | 270 | $27.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 278 | $28.0K | 0.00% | +278 | New |
| Massmutual Trust Co FSB | 290 | $29.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $30.2K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 300 | $30.3K | 0.02% | +3+1.0% | Added |
| Ancora Advisors, LLC | 301 | $30.3K | 0.00% | +301 | New |
| Parkside Financial Bank & Trust | 332 | $33.5K | 0.00% | +16+5.1% | Added |
| Private Trust Co NA | 332 | $33.5K | 0.00% | +300+937.5% | Added |
| Toth Financial Advisory Corp | 332 | $33.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 335 | $33.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 350 | $35.3K | 0.00% | −58−14.2% | Reduced |
| DAGCO, Inc. | 350 | $35.3K | 0.01% | 00.0% | Unchanged |