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 |
|---|---|---|---|---|---|
| Creative Planning | 75,377 | $7.60M | 0.01% | +43,753+138.4% | Added |
| Envestnet Asset Management Inc | 74,997 | $7.56M | 0.00% | −1,811−2.4% | Reduced |
| Yousif Capital Management, LLC | 73,585 | $7.55M | 0.08% | −3,206−4.2% | Reduced |
| Allianz Asset Management GmbH | 74,863 | $7.55M | 0.01% | −369−0.5% | Reduced |
| Apollo Management Holdings, L.P. | 73,940 | $7.45M | 0.07% | +73,940 | New |
| New York State Common Retirement Fund | 70,388 | $7.10M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 70,349 | $7.09M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 64,472 | $6.50M | 0.01% | +2,869+4.7% | Added |
| Mariner, LLC | 64,281 | $6.49M | 0.01% | +47,547+284.1% | Added |
| Nan Fung Trinity (HK) Ltd | 64,000 | $6.45M | 0.51% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 63,447 | $6.40M | 0.02% | +63,447 | New |
| Manufacturers Life Insurance Company, The | 63,350 | $6.39M | 0.01% | +300+0.5% | Added |
| Intact Investment Management Inc. | 63,100 | $6.36M | 0.18% | +3,800+6.4% | Added |
| Greenland Capital Management LP | 62,277 | $6.28M | 0.91% | +62,277 | New |
| Retirement Systems of Alabama | 60,572 | $6.11M | 0.02% | −363−0.6% | Reduced |
| Algert Global LLC | 58,854 | $5.93M | 0.09% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 57,704 | $5.82M | 0.01% | −10.0% | Reduced |
| CWM, LLC | 57,206 | $5.77M | 0.02% | +26,385+85.6% | Added |
| Fisher Asset Management, LLC | 55,707 | $5.62M | 0.00% | +105+0.2% | Added |
| Mercer Global Advisors Inc | 55,556 | $5.60M | 0.01% | +18,827+51.3% | Added |
| Resona Asset Management Co.,Ltd. | 52,849 | $5.39M | 0.03% | −3,465−6.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 52,000 | $5.24M | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 50,336 | $5.07M | 0.02% | −1,041−2.0% | Reduced |
| State of Alaska, Department of Revenue | 49,865 | $5.03M | 0.05% | −380−0.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 48,436 | $4.88M | 0.87% | +2,108+4.6% | Added |
| First Trust Advisors LP | 48,127 | $4.85M | 0.00% | +4,984+11.6% | Added |
| The PNC Financial Services Group, Inc. | 47,501 | $4.79M | 0.00% | +4,357+10.1% | Added |
| Cetera Investment Advisers | 47,273 | $4.77M | 0.01% | +995+2.2% | Added |
| Holocene Advisors, LP | 46,970 | $4.73M | 0.01% | −6,020−11.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,167 | $4.65M | 0.02% | −590−1.3% | Reduced |
| Prudential Financial Inc | 46,098 | $4.65M | 0.01% | −12,626−21.5% | Reduced |
| Guggenheim Capital LLC | 45,569 | $4.59M | 0.03% | +188+0.4% | Added |
| Van Eck Associates Corp | 45,432 | $4.58M | 0.00% | +2,261+5.2% | Added |
| National Bank of Canada | 41,210 | $4.15M | 0.00% | +1,241+3.1% | Added |
| Daiwa Securities Group Inc. | 40,508 | $4.08M | 0.01% | +1,474+3.8% | Added |
| Standard Life Aberdeen plc | 40,504 | $4.08M | 0.01% | −6,801−14.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 40,481 | $4.08M | 0.01% | −242−0.6% | Reduced |
| Cresset Asset Management, LLC | 40,274 | $4.06M | 0.02% | +99+0.2% | Added |
| FIL Ltd | 40,143 | $4.05M | 0.00% | +9,946+32.9% | Added |
| Lincluden Management Ltd | 39,591 | $3.99M | 0.34% | 00.0% | Unchanged |
| Vert Asset Management LLC | 38,860 | $3.92M | 1.30% | +1,812+4.9% | Added |
| Caisse de Depot Et Placement du Quebec | 38,700 | $3.90M | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 38,136 | $3.84M | 0.01% | −342−0.9% | Reduced |
| Bokf, NA | 38,092 | $3.84M | 0.06% | −15,143−28.4% | Reduced |
| Two Sigma Investments, LP | 36,211 | $3.65M | 0.01% | +34,100+1,615.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 35,742 | $3.60M | 0.03% | −2,134−5.6% | Reduced |
| Treasurer of the State of North Carolina | 35,636 | $3.59M | 0.01% | −2,609−6.8% | Reduced |
| Franklin Resources Inc | 35,341 | $3.56M | 0.00% | −10,983−23.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 35,288 | $3.56M | 1.04% | −1,285−3.5% | Reduced |
| Kinloch Capital, LLC | 35,248 | $3.55M | 1.53% | −928−2.6% | Reduced |
| Kempen Capital Management N.V. | 34,835 | $3.51M | 0.03% | −97,400−73.7% | Reduced |
| Virginia Retirement Systems Et Al | 34,800 | $3.51M | 0.02% | +6,800+24.3% | Added |
| UniSuper Management Pty Ltd | 33,858 | $3.41M | 0.02% | −8,406−19.9% | Reduced |
| American Century Companies Inc | 33,496 | $3.38M | 0.00% | +1,604+5.0% | Added |
| Colony Group, LLC | 33,489 | $3.38M | 0.00% | +3,778+12.7% | Added |
| 1832 Asset Management L.P. | 32,690 | $3.30M | 0.00% | +1,125+3.6% | Added |
| Trillium Asset Management, LLC | 31,309 | $3.28M | 0.10% | −6,582−17.4% | Reduced |
| HighTower Advisors, LLC | 32,454 | $3.27M | 0.00% | −329−1.0% | Reduced |
| Xcel Wealth Management, LLC | 31,555 | $3.18M | 0.81% | −4,528−12.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 31,120 | $3.15M | 0.00% | +15,329+97.1% | Added |
| New Insight Wealth Advisors | 30,736 | $3.10M | 1.11% | +16,125+110.4% | Added |
| JB Capital LLC | 29,091 | $2.93M | 0.12% | +4,047+16.2% | Added |
| Peapack Gladstone Financial Corp | 28,342 | $2.86M | 0.04% | +435+1.6% | Added |
| CIBC World Markets Corp | 27,935 | $2.82M | 0.01% | +27,935 | New |
| Susquehanna International Group, LLP | 27,119 | $2.73M | 0.00% | +9,655+55.3% | Added |
| Squarepoint Ops LLC | 26,303 | $2.65M | 0.01% | −13,772−34.4% | Reduced |
| Captrust Financial Advisors | 25,700 | $2.59M | 0.00% | +10,518+69.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,645 | $2.59M | 0.01% | +2,515+10.9% | Added |
| Handelsbanken Fonder AB | 25,600 | $2.58M | 0.01% | +7,200+39.1% | Added |
| Oak Thistle LLC | 23,756 | $2.39M | 0.33% | +18,834+382.6% | Added |
| Arizona State Retirement System | 22,761 | $2.29M | 0.01% | −1,488−6.1% | Reduced |
| Thrivent Financial for Lutherans | 22,888 | $2.28M | 0.00% | −4,989−17.9% | Reduced |
| DekaBank Deutsche Girozentrale | 19,491 | $2.23M | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21,445 | $2.16M | 0.01% | −4,386−17.0% | Reduced |
| Polymer Capital Management (US) LLC | 21,424 | $2.16M | 0.28% | +21,424 | New |
| Farmers & Merchants Investments Inc | 21,108 | $2.13M | 0.06% | +21,059+42,977.6% | Added |
| Czech National Bank | 20,700 | $2.09M | 0.01% | +763+3.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,583 | $2.07M | 0.02% | +685+3.4% | Added |
| State of Michigan Retirement System | 20,524 | $2.07M | 0.01% | −400−1.9% | Reduced |
| Metis Global Partners, LLC | 20,266 | $2.04M | 0.05% | +964+5.0% | Added |
| Public Sector Pension Investment Board | 20,031 | $2.02M | 0.01% | +3,068+18.1% | Added |
| Verition Fund Management LLC | 19,850 | $2.00M | 0.01% | −990−4.8% | Reduced |
| Natixis Advisors, L.P. | 19,549 | $1.97M | 0.00% | −294−1.5% | Reduced |
| Brown Advisory Inc | 18,693 | $1.88M | 0.00% | −265−1.4% | Reduced |
| AlTi Global, Inc. | 18,408 | $1.86M | 0.04% | −23−0.1% | Reduced |
| Jones Financial Companies LLLP | 18,361 | $1.85M | 0.00% | +9,612+109.9% | Added |
| Stableford Capital II LLC | 17,786 | $1.79M | 0.65% | −816−4.4% | Reduced |
| New York Life Investment Management LLC | 17,724 | $1.79M | 0.02% | −708−3.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,591 | $1.78M | 0.00% | +758+4.5% | Added |
| CIBC Asset Management Inc | 17,626 | $1.78M | 0.00% | +7,622+76.2% | Added |
| KLP Kapitalforvaltning AS | 17,500 | $1.76M | 0.01% | +300+1.7% | Added |
| Exchange Traded Concepts, LLC | 16,755 | $1.69M | 0.01% | +2,727+19.4% | Added |
| Pictet Asset Management Holding SA | 16,478 | $1.66M | 0.00% | +865+5.5% | Added |
| Steward Partners Investment Advisory, LLC | 16,349 | $1.65M | 0.01% | −548−3.2% | Reduced |
| Horizon Investments, LLC | 16,492 | $1.64M | 0.02% | −59,694−78.4% | Reduced |
| Voya Investment Management LLC | 16,013 | $1.61M | 0.00% | −1,189−6.9% | Reduced |
| Groupama Asset Managment | 15,896 | $1.60M | 0.02% | −1,649−9.4% | Reduced |
| Machina Capital S.A.S. | 15,866 | $1.60M | 0.31% | +15,866 | New |
| Comerica Bank | 15,233 | $1.54M | 0.01% | −3,441−18.4% | Reduced |
| Blackhawk Capital Partners LLC. | 15,011 | $1.51M | 0.57% | +15,011 | New |