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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 383 | $38.6K | 0.00% | −636−62.4% | Reduced |
| Los Angeles Capital Management LLC | 414 | $39.3K | 0.00% | +414 | New |
| Hantz Financial Services, Inc. | 418 | $42.0K | 0.00% | +6+1.5% | Added |
| Loomis Sayles & Co L P | 425 | $42.8K | 0.00% | −15−3.4% | Reduced |
| Eastern Bank | 450 | $45.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 496 | $50.0K | 0.01% | +157+46.3% | Added |
| Bartlett & Co. Wealth Management LLC | 526 | $53.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 547 | $55.1K | 0.00% | −56−9.3% | Reduced |
| Kingdom Financial Group LLC. | 563 | $56.8K | 0.02% | +563 | New |
| Tema ETFs LLC | 597 | $60.2K | 0.00% | +597 | New |
| Larson Financial Group LLC | 614 | $61.9K | 0.00% | −729−54.3% | Reduced |
| TD Waterhouse Canada Inc. | 638 | $64.3K | 0.00% | +638 | New |
| Danske Bank A/S | 700 | $70.6K | 0.00% | +100+16.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 732 | $73.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 747 | $75.3K | 0.01% | +364+95.0% | Added |
| Global Retirement Partners, LLC | 804 | $81.0K | 0.00% | +458+132.4% | Added |
| Creative Financial Designs Inc | 806 | $81.2K | 0.01% | −478−37.2% | Reduced |
| Bessemer Group Inc | 827 | $83.0K | 0.00% | +54+7.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 892 | $90.0K | 0.03% | +7+0.8% | Added |
| Signaturefd, LLC | 914 | $92.1K | 0.00% | +47+5.4% | Added |
| Whittier Trust Co | 1,000 | $100.9K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,082 | $109.1K | 0.01% | −361−25.0% | Reduced |
| Parallel Advisors, LLC | 1,136 | $114.5K | 0.00% | +60+5.6% | Added |
| NBC Securities, Inc. | 1,158 | $116.8K | 0.01% | −23−1.9% | Reduced |
| Quarry LP | 1,161 | $117.0K | 0.02% | +450+63.3% | Added |
| Smartleaf Asset Management LLC | 1,160 | $118.2K | 0.00% | +64+5.8% | Added |
| Brown Brothers Harriman & Co | 1,262 | $127.2K | 0.00% | +771+157.0% | Added |
| Trust Co of Vermont | 1,300 | $131.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,333 | $134.4K | 0.04% | +1+0.1% | Added |
| GF Fund Management Co. Ltd. | 1,358 | $136.9K | 0.00% | −12−0.9% | Reduced |
| IFP Advisors, Inc | 1,516 | $152.8K | 0.00% | +520+52.2% | Added |
| Canada Pension Plan Investment Board | 1,600 | $161.3K | 0.00% | +1,600 | New |
| Flagship Harbor Advisors, LLC | 1,616 | $162.9K | 0.01% | +1,616 | New |
| MAI Capital Management | 1,639 | $165.2K | 0.00% | +264+19.2% | Added |
| CX Institutional | 1,665 | $168.0K | 0.01% | +357+27.3% | Added |
| Canada Post Corp Registered Pension Plan | 1,758 | $177.2K | 0.01% | +420+31.4% | Added |
| BFSG, LLC | 1,873 | $188.8K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 2,000 | $201.0K | 0.06% | +2,000 | New |
| BancorpSouth Bank | 2,039 | $205.5K | 0.01% | +39+2.0% | Added |
| Modera Wealth Management, LLC | 2,045 | $206.1K | 0.00% | −521−20.3% | Reduced |
| Prelude Capital Management, LLC | 2,050 | $206.6K | 0.02% | +2,050 | New |
| Equitable Holdings, Inc. | 2,083 | $210.0K | 0.00% | −1,031−33.1% | Reduced |
| Securian Asset Management, Inc | 2,095 | $211.2K | 0.01% | −1,609−43.4% | Reduced |
| SRS Capital Advisors, Inc. | 2,103 | $212.0K | 0.01% | −22,285−91.4% | Reduced |
| MUFG Securities Americas Inc. | 2,115 | $213.2K | 0.01% | −2−0.1% | Reduced |
| Lafayette Investments, Inc. | 2,150 | $216.7K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,183 | $220.0K | 0.08% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,188 | $220.6K | 0.09% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,230 | $222.7K | 0.00% | −1,763−44.2% | Reduced |
| Loudon Investment Management, LLC | 2,215 | $223.3K | 0.12% | −1,275−36.5% | Reduced |
| Pinnacle Associates Ltd | 2,244 | $226.2K | 0.00% | +2,244 | New |
| Crossmark Global Holdings, Inc. | 2,245 | $226.3K | 0.00% | −9−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,246 | $226.4K | 0.02% | +2,246 | New |
| EverSource Wealth Advisors, LLC | 2,320 | $233.9K | 0.01% | +1,272+121.4% | Added |
| Patton Fund Management, Inc. | 2,333 | $235.2K | 0.03% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,349 | $236.8K | 0.03% | −13−0.6% | Reduced |
| DRW Securities, LLC | 2,360 | $237.9K | 0.02% | −3,842−61.9% | Reduced |
| Keybank National Association | 2,399 | $241.8K | 0.00% | +73+3.1% | Added |
| Weiss Asset Management LP | 2,430 | $244.9K | 0.00% | +2,430 | New |
| Parcion Private Wealth LLC | 2,435 | $245.4K | 0.01% | +2,435 | New |
| Transcend Wealth Collective, LLC | 2,489 | $250.9K | 0.02% | +2,489 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,508 | $252.8K | 0.00% | +6+0.2% | Added |
| Wealthspire Advisors, LLC | 2,537 | $255.7K | 0.00% | +171+7.2% | Added |
| LMR Partners LLP | 2,551 | $257.1K | 0.00% | +2,551 | New |
| Sentinus, LLC | 2,579 | $260.0K | 0.02% | +2,579 | New |
| XML Financial, LLC | 2,585 | $260.6K | 0.02% | +2,585 | New |
| KBC Group NV | 2,626 | $265.0K | 0.00% | +460+21.2% | Added |
| Rothschild Investment LLC | 2,667 | $268.8K | 0.01% | +2,003+301.7% | Added |
| KCM Investment Advisors LLC | 2,672 | $269.3K | 0.01% | −147−5.2% | Reduced |
| US Bancorp | 2,683 | $270.4K | 0.00% | −7−0.3% | Reduced |
| Sagewood Asset Management LP | 2,690 | $271.2K | 0.10% | +2,690 | New |
| Farther Finance Advisors, LLC | 2,701 | $272.3K | 0.00% | +1,804+201.1% | Added |
| Atlantic Union Bankshares Corp | 2,720 | $274.2K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,736 | $275.2K | 0.00% | +175+6.8% | Added |
| Monetary Management Group Inc | 2,750 | $277.2K | 0.06% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,754 | $277.6K | 0.00% | +2,754 | New |
| Blair William & Co | 2,760 | $278.2K | 0.00% | −937−25.3% | Reduced |
| Fifth Third Bancorp | 2,777 | $279.9K | 0.00% | +117+4.4% | Added |
| Essential Partners LLC | 2,814 | $283.7K | 0.09% | +1,185+72.7% | Added |
| CSS LLC | 2,820 | $284.3K | 0.02% | +2,820 | New |
| V-Square Quantitative Management LLC | 2,848 | $287.1K | 0.03% | +2,848 | New |
| Fiduciary Group LLC | 2,853 | $287.6K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,921 | $295.5K | 0.04% | +2,921 | New |
| North Dakota State Investment Board | 2,933 | $295.6K | 0.01% | +2,933 | New |
| Waddell & Associates, LLC | 2,978 | $300.2K | 0.02% | +2,978 | New |
| Strategy Asset Managers LLC | 3,039 | $306.4K | 0.05% | +73+2.5% | Added |
| Nomura Asset Management International Inc. | 3,068 | $309.6K | 0.00% | +3,068 | New |
| AlphaCore Capital LLC | 3,100 | $312.5K | 0.01% | +3,100 | New |
| Advisor Resource Council | 3,120 | $313.0K | 0.11% | +3,120 | New |
| Quadrant Capital Group LLC | 3,124 | $314.9K | 0.01% | +230+7.9% | Added |
| Gen-Wealth Partners Inc | 3,129 | $315.4K | 0.10% | −1,699−35.2% | Reduced |
| Ofi Invest Asset Management | 3,711 | $318.5K | 0.00% | −119−3.1% | Reduced |
| Mackenzie Financial Corp | 3,139 | $319.0K | 0.00% | +117+3.9% | Added |
| Passive Capital Management, LLC. | 3,193 | $321.9K | 0.10% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 3,222 | $324.8K | 0.00% | +1,719+114.4% | Added |
| CWM Advisors, LLC | 3,239 | $326.5K | 0.03% | +162+5.3% | Added |
| waypoint wealth counsel | 3,284 | $331.0K | 0.12% | +977+42.3% | Added |
| Stephens Inc | 3,363 | $339.0K | 0.00% | −222−6.2% | Reduced |
| GAMMA Investing LLC | 3,398 | $342.5K | 0.02% | +902+36.1% | Added |
| Sage Mountain Advisors LLC | 3,445 | $347.3K | 0.02% | +660+23.7% | Added |