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, 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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 10,541 | $1.06M | 0.02% | +67+0.6% | Added |
| Advisor Group Holdings, Inc. | 10,758 | $1.09M | 0.00% | −4,421−29.1% | Reduced |
| Coldstream Capital Management Inc | 10,987 | $1.11M | 0.01% | −48−0.4% | Reduced |
| GeoWealth Management, LLC | 11,002 | $1.11M | 0.04% | −469−4.1% | Reduced |
| CI Private Wealth, LLC | 11,200 | $1.13M | 0.00% | +5,014+81.1% | Added |
| Credit Agricole S A | 11,248 | $1.13M | 0.00% | −8,892−44.2% | Reduced |
| Marshall Financial Group LLC | 11,312 | $1.14M | 0.22% | +11,312 | New |
| Fieldview Capital Management, LLC | 11,366 | $1.15M | 0.19% | +11,366 | New |
| HRT Financial LP | 11,662 | $1.18M | 0.00% | −2,430−17.2% | Reduced |
| Ascent Group, LLC | 11,665 | $1.18M | 0.04% | +357+3.2% | Added |
| Stoneridge Investment Partners LLC | 11,698 | $1.18M | 0.82% | −2,382−16.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,743 | $1.18M | 0.00% | +1,183+11.2% | Added |
| Nissay Asset Management Corp | 12,009 | $1.21M | 0.01% | +452+3.9% | Added |
| NEOS Investment Management LLC | 12,155 | $1.21M | 0.01% | +3,205+35.8% | Added |
| Lido Advisors, LLC | 12,339 | $1.25M | 0.00% | +299+2.5% | Added |
| Pathway Financial Advisers, LLC | 12,887 | $1.30M | 0.38% | +697+5.7% | Added |
| Federation des caisses Desjardins du Quebec | 13,123 | $1.32M | 0.01% | +2,494+23.5% | Added |
| Sigma Planning Corp | 13,405 | $1.35M | 0.04% | +295+2.3% | Added |
| Kesler, Norman & Wride, LLC | 13,785 | $1.39M | 0.24% | +1,780+14.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,788 | $1.39M | 0.00% | −3,802−21.6% | Reduced |
| IFM Investors Pty Ltd | 13,863 | $1.40M | 0.01% | +10+0.1% | Added |
| Utah Retirement Systems | 13,933 | $1.40M | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 14,212 | $1.43M | 0.00% | +504+3.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,262 | $1.44M | 0.00% | −3,285−18.7% | Reduced |
| Portfolio Design Labs, LLC | 14,621 | $1.47M | 0.24% | +356+2.5% | Added |
| Northstar Advisory Group, LLC | 14,810 | $1.49M | 0.53% | +14,810 | New |
| Amalgamated Bank | 14,987 | $1.51M | 0.01% | −235−1.5% | Reduced |
| Blackhawk Capital Partners LLC. | 15,011 | $1.51M | 0.57% | +15,011 | New |
| Comerica Bank | 15,233 | $1.54M | 0.01% | −3,441−18.4% | Reduced |
| Machina Capital S.A.S. | 15,866 | $1.60M | 0.31% | +15,866 | New |
| Groupama Asset Managment | 15,896 | $1.60M | 0.02% | −1,649−9.4% | Reduced |
| Voya Investment Management LLC | 16,013 | $1.61M | 0.00% | −1,189−6.9% | Reduced |
| Horizon Investments, LLC | 16,492 | $1.64M | 0.02% | −59,694−78.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,349 | $1.65M | 0.01% | −548−3.2% | Reduced |
| Pictet Asset Management Holding SA | 16,478 | $1.66M | 0.00% | +865+5.5% | Added |
| Exchange Traded Concepts, LLC | 16,755 | $1.69M | 0.01% | +2,727+19.4% | Added |
| KLP Kapitalforvaltning AS | 17,500 | $1.76M | 0.01% | +300+1.7% | Added |
| CIBC Asset Management Inc | 17,626 | $1.78M | 0.00% | +7,622+76.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 17,591 | $1.78M | 0.00% | +758+4.5% | Added |
| New York Life Investment Management LLC | 17,724 | $1.79M | 0.02% | −708−3.8% | Reduced |
| Stableford Capital II LLC | 17,786 | $1.79M | 0.65% | −816−4.4% | Reduced |
| Jones Financial Companies LLLP | 18,361 | $1.85M | 0.00% | +9,612+109.9% | Added |
| AlTi Global, Inc. | 18,408 | $1.86M | 0.04% | −23−0.1% | Reduced |
| Brown Advisory Inc | 18,693 | $1.88M | 0.00% | −265−1.4% | Reduced |
| Natixis Advisors, L.P. | 19,549 | $1.97M | 0.00% | −294−1.5% | Reduced |
| Verition Fund Management LLC | 19,850 | $2.00M | 0.01% | −990−4.8% | Reduced |
| Public Sector Pension Investment Board | 20,031 | $2.02M | 0.01% | +3,068+18.1% | Added |
| Metis Global Partners, LLC | 20,266 | $2.04M | 0.05% | +964+5.0% | Added |
| State of Michigan Retirement System | 20,524 | $2.07M | 0.01% | −400−1.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,583 | $2.07M | 0.02% | +685+3.4% | Added |
| Czech National Bank | 20,700 | $2.09M | 0.01% | +763+3.8% | Added |
| Farmers & Merchants Investments Inc | 21,108 | $2.13M | 0.06% | +21,059+42,977.6% | Added |
| Polymer Capital Management (US) LLC | 21,424 | $2.16M | 0.28% | +21,424 | New |
| Nisa Investment Advisors, LLC | 21,445 | $2.16M | 0.01% | −4,386−17.0% | Reduced |
| DekaBank Deutsche Girozentrale | 19,491 | $2.23M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 22,888 | $2.28M | 0.00% | −4,989−17.9% | Reduced |
| Arizona State Retirement System | 22,761 | $2.29M | 0.01% | −1,488−6.1% | Reduced |
| Oak Thistle LLC | 23,756 | $2.39M | 0.33% | +18,834+382.6% | Added |
| Handelsbanken Fonder AB | 25,600 | $2.58M | 0.01% | +7,200+39.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,645 | $2.59M | 0.01% | +2,515+10.9% | Added |
| Captrust Financial Advisors | 25,700 | $2.59M | 0.00% | +10,518+69.3% | Added |
| Squarepoint Ops LLC | 26,303 | $2.65M | 0.01% | −13,772−34.4% | Reduced |
| Susquehanna International Group, LLP | 27,119 | $2.73M | 0.00% | +9,655+55.3% | Added |
| CIBC World Markets Corp | 27,935 | $2.82M | 0.01% | +27,935 | New |
| Peapack Gladstone Financial Corp | 28,342 | $2.86M | 0.04% | +435+1.6% | Added |
| JB Capital LLC | 29,091 | $2.93M | 0.12% | +4,047+16.2% | Added |
| New Insight Wealth Advisors | 30,736 | $3.10M | 1.11% | +16,125+110.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,120 | $3.15M | 0.00% | +15,329+97.1% | Added |
| Xcel Wealth Management, LLC | 31,555 | $3.18M | 0.81% | −4,528−12.5% | Reduced |
| HighTower Advisors, LLC | 32,454 | $3.27M | 0.00% | −329−1.0% | Reduced |
| Trillium Asset Management, LLC | 31,309 | $3.28M | 0.10% | −6,582−17.4% | Reduced |
| 1832 Asset Management L.P. | 32,690 | $3.30M | 0.00% | +1,125+3.6% | Added |
| Colony Group, LLC | 33,489 | $3.38M | 0.00% | +3,778+12.7% | Added |
| American Century Companies Inc | 33,496 | $3.38M | 0.00% | +1,604+5.0% | Added |
| UniSuper Management Pty Ltd | 33,858 | $3.41M | 0.02% | −8,406−19.9% | Reduced |
| Virginia Retirement Systems Et Al | 34,800 | $3.51M | 0.02% | +6,800+24.3% | Added |
| Kempen Capital Management N.V. | 34,835 | $3.51M | 0.03% | −97,400−73.7% | Reduced |
| Kinloch Capital, LLC | 35,248 | $3.55M | 1.53% | −928−2.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 35,288 | $3.56M | 1.04% | −1,285−3.5% | Reduced |
| Franklin Resources Inc | 35,341 | $3.56M | 0.00% | −10,983−23.7% | Reduced |
| Treasurer of the State of North Carolina | 35,636 | $3.59M | 0.01% | −2,609−6.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 35,742 | $3.60M | 0.03% | −2,134−5.6% | Reduced |
| Two Sigma Investments, LP | 36,211 | $3.65M | 0.01% | +34,100+1,615.3% | Added |
| Bokf, NA | 38,092 | $3.84M | 0.06% | −15,143−28.4% | Reduced |
| Toronto Dominion Bank | 38,136 | $3.84M | 0.01% | −342−0.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 38,700 | $3.90M | 0.01% | 00.0% | Unchanged |
| Vert Asset Management LLC | 38,860 | $3.92M | 1.30% | +1,812+4.9% | Added |
| Lincluden Management Ltd | 39,591 | $3.99M | 0.34% | 00.0% | Unchanged |
| FIL Ltd | 40,143 | $4.05M | 0.00% | +9,946+32.9% | Added |
| Cresset Asset Management, LLC | 40,274 | $4.06M | 0.02% | +99+0.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 40,481 | $4.08M | 0.01% | −242−0.6% | Reduced |
| Standard Life Aberdeen plc | 40,504 | $4.08M | 0.01% | −6,801−14.4% | Reduced |
| Daiwa Securities Group Inc. | 40,508 | $4.08M | 0.01% | +1,474+3.8% | Added |
| National Bank of Canada | 41,210 | $4.15M | 0.00% | +1,241+3.1% | Added |
| Van Eck Associates Corp | 45,432 | $4.58M | 0.00% | +2,261+5.2% | Added |
| Guggenheim Capital LLC | 45,569 | $4.59M | 0.03% | +188+0.4% | Added |
| Prudential Financial Inc | 46,098 | $4.65M | 0.01% | −12,626−21.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,167 | $4.65M | 0.02% | −590−1.3% | Reduced |
| Holocene Advisors, LP | 46,970 | $4.73M | 0.01% | −6,020−11.4% | Reduced |
| Cetera Investment Advisers | 47,273 | $4.77M | 0.01% | +995+2.2% | Added |