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 |
|---|---|---|---|---|---|
| Syon Capital LLC | 3,515 | $354.3K | 0.02% | +3,515 | New |
| Ensign Peak Advisors, Inc | 3,591 | $362.0K | 0.00% | −8,300−69.8% | Reduced |
| New Mexico Educational Retirement Board | 3,650 | $368.0K | 0.01% | +100+2.8% | Added |
| RFG Advisory, LLC | 3,703 | $373.2K | 0.01% | +11+0.3% | Added |
| Allworth Financial LP | 3,742 | $377.1K | 0.00% | +700+23.0% | Added |
| Apollon Wealth Management, LLC | 3,751 | $378.1K | 0.01% | +638+20.5% | Added |
| Kestra Private Wealth Services, LLC | 3,849 | $388.0K | 0.00% | +103+2.7% | Added |
| Glenmede Trust Co NA | 3,858 | $388.9K | 0.00% | +3,858 | New |
| Heitman Real Estate Securities LLC | 3,873 | $390.4K | 0.03% | −92−2.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,900 | $393.1K | 0.14% | +2,371+155.1% | Added |
| Maryland State Retirement & Pension System | 3,945 | $397.7K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,000 | $403.2K | 0.01% | −100−2.4% | Reduced |
| Pallas Capital Advisors LLC | 4,041 | $407.3K | 0.01% | +1,013+33.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,105 | $413.8K | 0.01% | +44+1.1% | Added |
| Sequoia Financial Advisors, LLC | 4,187 | $422.1K | 0.00% | +4,187 | New |
| Abel Hall, LLC | 4,189 | $422.3K | 0.10% | +21+0.5% | Added |
| Swiss Life Asset Management Ltd | 4,209 | $424.3K | 0.00% | +468+12.5% | Added |
| Entropy Technologies, LP | 4,213 | $424.7K | 0.02% | +449+11.9% | Added |
| Private Advisor Group, LLC | 4,217 | $425.1K | 0.00% | +1,032+32.4% | Added |
| Ethic Inc. | 4,256 | $429.0K | 0.01% | +269+6.7% | Added |
| DGS Capital Management, LLC | 4,460 | $449.6K | 0.08% | +4,460 | New |
| Tower Research Capital LLC (TRC) | 4,466 | $450.2K | 0.01% | +2,342+110.3% | Added |
| Hartford Investment Management Co | 4,481 | $451.7K | 0.01% | −88−1.9% | Reduced |
| HB Wealth Management, LLC | 4,493 | $452.9K | 0.00% | +4,493 | New |
| Morningstar Investment Management LLC | 4,557 | $459.0K | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,603 | $464.0K | 0.00% | +1,714+59.3% | Added |
| VARCOV Co. | 4,705 | $474.3K | 0.19% | +4,705 | New |
| Allstate Corp | 4,785 | $482.3K | 0.01% | +1,926+67.4% | Added |
| Jackson Thornton Asset Management, LLC | 4,841 | $488.6K | 0.05% | +1,554+47.3% | Added |
| Sterling Capital Management LLC | 5,043 | $508.3K | 0.01% | −216−4.1% | Reduced |
| DoubleLine ETF Adviser LP | 5,077 | $511.8K | 0.15% | +237+4.9% | Added |
| Quantbot Technologies LP | 5,110 | $515.1K | 0.02% | +5,110 | New |
| Chicago Partners Investment Group LLC | 5,077 | $516.7K | 0.01% | +2,312+83.6% | Added |
| CAPROCK Group, Inc. | 5,254 | $529.6K | 0.01% | −10−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 5,297 | $534.0K | 0.01% | +2,809+112.9% | Added |
| Caerus Investment Advisors, LLC | 5,348 | $539.1K | 0.18% | +2,889+117.5% | Added |
| MML Investors Services, LLC | 5,404 | $544.7K | 0.00% | +607+12.7% | Added |
| Mizuho Securities USA LLC | 5,716 | $564.3K | 0.01% | −20.0% | Reduced |
| Kestra Advisory Services, LLC | 5,620 | $566.5K | 0.00% | +123+2.2% | Added |
| Janney Capital Management LLC | 5,655 | $570.0K | 0.04% | −165−2.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,729 | $570.4K | 0.01% | +2,022+54.5% | Added |
| Global X Japan Co., Ltd. | 5,716 | $576.2K | 0.04% | −762−11.8% | Reduced |
| State of Wisconsin Investment Board | 5,773 | $581.9K | 0.00% | −14,576−71.6% | Reduced |
| Vanderbilt University | 5,789 | $583.5K | 0.10% | +2,714+88.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,903 | $595.0K | 0.00% | −7,205−55.0% | Reduced |
| Prospera Financial Services Inc | 5,906 | $595.2K | 0.01% | −1,329−18.4% | Reduced |
| Vident Advisory, LLC | 5,910 | $595.7K | 0.01% | −1,115−15.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,998 | $604.0K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 5,995 | $604.0K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,024 | $607.2K | 0.00% | +1,173+24.2% | Added |
| Knights of Columbus Asset Advisors LLC | 6,088 | $613.7K | 0.03% | −3,504−36.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,114 | $616.3K | 0.00% | +90+1.5% | Added |
| Revisor Wealth Management LLC | 6,087 | $618.1K | 0.17% | −18−0.3% | Reduced |
| Pacer Advisors, Inc. | 6,162 | $621.1K | 0.00% | −92−1.5% | Reduced |
| Krilogy Financial LLC | 6,348 | $644.8K | 0.02% | +1,128+21.6% | Added |
| Public Employees Retirement Association of Colorado | 6,411 | $646.0K | 0.00% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,460 | $651.2K | 0.07% | −250−3.7% | Reduced |
| Sivia Capital Partners, LLC | 6,460 | $651.2K | 0.13% | +3,945+156.9% | Added |
| Atria Investments LLC | 6,478 | $653.0K | 0.01% | −1,406−17.8% | Reduced |
| MSH Capital Advisors LLC | 6,636 | $668.9K | 0.14% | −14−0.2% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 6,708 | $676.2K | 0.31% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,734 | $678.8K | 0.21% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 6,791 | $684.5K | 0.48% | −712−9.5% | Reduced |
| NewEdge Wealth, LLC | 6,937 | $699.2K | 0.01% | +526+8.2% | Added |
| Xponance, Inc. | 6,979 | $703.5K | 0.01% | +666+10.5% | Added |
| Ar Asset Management Inc | 7,000 | $706.0K | 0.14% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,018 | $707.4K | 0.00% | −6,776−49.1% | Reduced |
| Rakuten Investment Management, Inc. | 7,002 | $714.7K | 0.00% | −497,943−98.6% | Reduced |
| Two Sigma Securities, LLC | 7,101 | $715.8K | 0.10% | +4,953+230.6% | Added |
| JustInvest LLC | 7,213 | $727.1K | 0.01% | +412+6.1% | Added |
| Evolve Private Wealth, LLC | 7,220 | $727.8K | 0.04% | +7,220 | New |
| Burke & Herbert Bank & Trust Co | 7,335 | $739.4K | 0.20% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 7,422 | $748.1K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 7,483 | $754.2K | 0.02% | +1,329+21.6% | Added |
| Farringdon Capital, Ltd. | 7,510 | $757.0K | 0.19% | +2,721+56.8% | Added |
| Commonwealth Equity Services, LLC | 7,749 | $781.1K | 0.00% | −333−4.1% | Reduced |
| Landscape Capital Management, L.L.C. | 7,756 | $781.8K | 0.05% | −304−3.8% | Reduced |
| Fort Point Capital Partners LLC | 7,748 | $788.7K | 0.10% | −9−0.1% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $794.8K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 7,917 | $798.1K | 0.01% | −52−0.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,945 | $800.9K | 0.00% | +1,307+19.7% | Added |
| TCG Advisory Services, LLC | 8,116 | $818.1K | 0.02% | +1,081+15.4% | Added |
| Inceptionr LLC | 8,128 | $819.3K | 0.23% | −1,448−15.1% | Reduced |
| Merit Financial Group, LLC | 8,215 | $828.1K | 0.01% | +4,529+122.9% | Added |
| Quest Partners LLC | 8,281 | $834.7K | 0.05% | −6,688−44.7% | Reduced |
| Mutual of America Capital Management LLC | 8,429 | $849.6K | 0.01% | −80−0.9% | Reduced |
| Erste Asset Management GmbH | 8,600 | $877.8K | 0.01% | −600−6.5% | Reduced |
| Norinchukin Bank, The | 8,715 | $878.5K | 0.01% | +307+3.7% | Added |
| Oregon Public Employees Retirement Fund | 8,979 | $905.1K | 0.01% | +73+0.8% | Added |
| Ameritas Investment Partners, Inc. | 9,163 | $923.6K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9,397 | $930.6K | 0.00% | −326−3.4% | Reduced |
| M&T Bank Corp | 9,403 | $948.2K | 0.00% | +9,403 | New |
| Summit Trail Advisors, LLC | 9,457 | $953.2K | 0.02% | +68+0.7% | Added |
| National Philanthropic Trust | 9,485 | $956.1K | 0.01% | +9,485 | New |
| Wiley Bros.-Aintree Capital, LLC | 9,489 | $956.7K | 0.01% | +129+1.4% | Added |
| Nomura Holdings Inc | 9,633 | $971.0K | 0.00% | +4,348+82.3% | Added |
| Spirit of America Management Corp | 9,700 | $977.8K | 0.21% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,029 | $1.01M | 0.00% | +278+2.9% | Added |
| ING Groep NV | 10,146 | $1.02M | 0.01% | −20.0% | Reduced |
| Rafferty Asset Management, LLC | 10,151 | $1.02M | 0.00% | −404−3.8% | Reduced |