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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 14,987 | $1.51M | 0.01% | −235−1.5% | Reduced |
| Northstar Advisory Group, LLC | 14,810 | $1.49M | 0.53% | +14,810 | New |
| Portfolio Design Labs, LLC | 14,621 | $1.47M | 0.24% | +356+2.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,262 | $1.44M | 0.00% | −3,285−18.7% | Reduced |
| TD Asset Management Inc | 14,212 | $1.43M | 0.00% | +504+3.7% | Added |
| Utah Retirement Systems | 13,933 | $1.40M | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 13,863 | $1.40M | 0.01% | +10+0.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,788 | $1.39M | 0.00% | −3,802−21.6% | Reduced |
| Kesler, Norman & Wride, LLC | 13,785 | $1.39M | 0.24% | +1,780+14.8% | Added |
| Sigma Planning Corp | 13,405 | $1.35M | 0.04% | +295+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 13,123 | $1.32M | 0.01% | +2,494+23.5% | Added |
| Pathway Financial Advisers, LLC | 12,887 | $1.30M | 0.38% | +697+5.7% | Added |
| Lido Advisors, LLC | 12,339 | $1.25M | 0.00% | +299+2.5% | Added |
| NEOS Investment Management LLC | 12,155 | $1.21M | 0.01% | +3,205+35.8% | Added |
| Nissay Asset Management Corp | 12,009 | $1.21M | 0.01% | +452+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,743 | $1.18M | 0.00% | +1,183+11.2% | Added |
| Stoneridge Investment Partners LLC | 11,698 | $1.18M | 0.82% | −2,382−16.9% | Reduced |
| Ascent Group, LLC | 11,665 | $1.18M | 0.04% | +357+3.2% | Added |
| HRT Financial LP | 11,662 | $1.18M | 0.00% | −2,430−17.2% | Reduced |
| Fieldview Capital Management, LLC | 11,366 | $1.15M | 0.19% | +11,366 | New |
| Marshall Financial Group LLC | 11,312 | $1.14M | 0.22% | +11,312 | New |
| Credit Agricole S A | 11,248 | $1.13M | 0.00% | −8,892−44.2% | Reduced |
| CI Private Wealth, LLC | 11,200 | $1.13M | 0.00% | +5,014+81.1% | Added |
| GeoWealth Management, LLC | 11,002 | $1.11M | 0.04% | −469−4.1% | Reduced |
| Coldstream Capital Management Inc | 10,987 | $1.11M | 0.01% | −48−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 10,758 | $1.09M | 0.00% | −4,421−29.1% | Reduced |
| Summit Financial, LLC | 10,541 | $1.06M | 0.02% | +67+0.6% | Added |
| Rafferty Asset Management, LLC | 10,151 | $1.02M | 0.00% | −404−3.8% | Reduced |
| ING Groep NV | 10,146 | $1.02M | 0.01% | −20.0% | Reduced |
| Pathstone Holdings, LLC | 10,029 | $1.01M | 0.00% | +278+2.9% | Added |
| Spirit of America Management Corp | 9,700 | $977.8K | 0.21% | 00.0% | Unchanged |
| Nomura Holdings Inc | 9,633 | $971.0K | 0.00% | +4,348+82.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,489 | $956.7K | 0.01% | +129+1.4% | Added |
| National Philanthropic Trust | 9,485 | $956.1K | 0.01% | +9,485 | New |
| Summit Trail Advisors, LLC | 9,457 | $953.2K | 0.02% | +68+0.7% | Added |
| M&T Bank Corp | 9,403 | $948.2K | 0.00% | +9,403 | New |
| Allspring Global Investments Holdings, LLC | 9,397 | $930.6K | 0.00% | −326−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 9,163 | $923.6K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,979 | $905.1K | 0.01% | +73+0.8% | Added |
| Norinchukin Bank, The | 8,715 | $878.5K | 0.01% | +307+3.7% | Added |
| Erste Asset Management GmbH | 8,600 | $877.8K | 0.01% | −600−6.5% | Reduced |
| Mutual of America Capital Management LLC | 8,429 | $849.6K | 0.01% | −80−0.9% | Reduced |
| Quest Partners LLC | 8,281 | $834.7K | 0.05% | −6,688−44.7% | Reduced |
| Merit Financial Group, LLC | 8,215 | $828.1K | 0.01% | +4,529+122.9% | Added |
| Inceptionr LLC | 8,128 | $819.3K | 0.23% | −1,448−15.1% | Reduced |
| TCG Advisory Services, LLC | 8,116 | $818.1K | 0.02% | +1,081+15.4% | Added |
| O'Shaughnessy Asset Management, LLC | 7,945 | $800.9K | 0.00% | +1,307+19.7% | Added |
| Benjamin Edwards Inc | 7,917 | $798.1K | 0.01% | −52−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 7,885 | $794.8K | 0.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,748 | $788.7K | 0.10% | −9−0.1% | Reduced |
| Landscape Capital Management, L.L.C. | 7,756 | $781.8K | 0.05% | −304−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 7,749 | $781.1K | 0.00% | −333−4.1% | Reduced |
| Farringdon Capital, Ltd. | 7,510 | $757.0K | 0.19% | +2,721+56.8% | Added |
| Independent Advisor Alliance | 7,483 | $754.2K | 0.02% | +1,329+21.6% | Added |
| Storebrand Asset Management AS | 7,422 | $748.1K | 0.00% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 7,335 | $739.4K | 0.20% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 7,220 | $727.8K | 0.04% | +7,220 | New |
| JustInvest LLC | 7,213 | $727.1K | 0.01% | +412+6.1% | Added |
| Two Sigma Securities, LLC | 7,101 | $715.8K | 0.10% | +4,953+230.6% | Added |
| Rakuten Investment Management, Inc. | 7,002 | $714.7K | 0.00% | −497,943−98.6% | Reduced |
| Teacher Retirement System of Texas | 7,018 | $707.4K | 0.00% | −6,776−49.1% | Reduced |
| Ar Asset Management Inc | 7,000 | $706.0K | 0.14% | 00.0% | Unchanged |
| Xponance, Inc. | 6,979 | $703.5K | 0.01% | +666+10.5% | Added |
| NewEdge Wealth, LLC | 6,937 | $699.2K | 0.01% | +526+8.2% | Added |
| Sound Financial Strategies Group, LLC | 6,791 | $684.5K | 0.48% | −712−9.5% | Reduced |
| Jeppson Wealth Management, LLC | 6,734 | $678.8K | 0.21% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 6,708 | $676.2K | 0.31% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,636 | $668.9K | 0.14% | −14−0.2% | Reduced |
| Atria Investments LLC | 6,478 | $653.0K | 0.01% | −1,406−17.8% | Reduced |
| 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 |
| Public Employees Retirement Association of Colorado | 6,411 | $646.0K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,348 | $644.8K | 0.02% | +1,128+21.6% | Added |
| Pacer Advisors, Inc. | 6,162 | $621.1K | 0.00% | −92−1.5% | Reduced |
| Revisor Wealth Management LLC | 6,087 | $618.1K | 0.17% | −18−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,114 | $616.3K | 0.00% | +90+1.5% | Added |
| Knights of Columbus Asset Advisors LLC | 6,088 | $613.7K | 0.03% | −3,504−36.5% | Reduced |
| GWM Advisors LLC | 6,024 | $607.2K | 0.00% | +1,173+24.2% | Added |
| 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 |
| Vident Advisory, LLC | 5,910 | $595.7K | 0.01% | −1,115−15.9% | Reduced |
| Prospera Financial Services Inc | 5,906 | $595.2K | 0.01% | −1,329−18.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,903 | $595.0K | 0.00% | −7,205−55.0% | Reduced |
| Vanderbilt University | 5,789 | $583.5K | 0.10% | +2,714+88.3% | Added |
| State of Wisconsin Investment Board | 5,773 | $581.9K | 0.00% | −14,576−71.6% | Reduced |
| Global X Japan Co., Ltd. | 5,716 | $576.2K | 0.04% | −762−11.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,729 | $570.4K | 0.01% | +2,022+54.5% | Added |
| Janney Capital Management LLC | 5,655 | $570.0K | 0.04% | −165−2.8% | Reduced |
| Kestra Advisory Services, LLC | 5,620 | $566.5K | 0.00% | +123+2.2% | Added |
| Mizuho Securities USA LLC | 5,716 | $564.3K | 0.01% | −20.0% | Reduced |
| MML Investors Services, LLC | 5,404 | $544.7K | 0.00% | +607+12.7% | Added |
| Caerus Investment Advisors, LLC | 5,348 | $539.1K | 0.18% | +2,889+117.5% | Added |
| Integrated Wealth Concepts LLC | 5,297 | $534.0K | 0.01% | +2,809+112.9% | Added |
| CAPROCK Group, Inc. | 5,254 | $529.6K | 0.01% | −10−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 5,077 | $516.7K | 0.01% | +2,312+83.6% | Added |
| Quantbot Technologies LP | 5,110 | $515.1K | 0.02% | +5,110 | New |
| DoubleLine ETF Adviser LP | 5,077 | $511.8K | 0.15% | +237+4.9% | Added |
| Sterling Capital Management LLC | 5,043 | $508.3K | 0.01% | −216−4.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,841 | $488.6K | 0.05% | +1,554+47.3% | Added |
| Allstate Corp | 4,785 | $482.3K | 0.01% | +1,926+67.4% | Added |