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 |
|---|---|---|---|---|---|
| VARCOV Co. | 4,705 | $474.3K | 0.19% | +4,705 | New |
| Sanctuary Advisors, LLC | 4,603 | $464.0K | 0.00% | +1,714+59.3% | Added |
| Morningstar Investment Management LLC | 4,557 | $459.0K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,493 | $452.9K | 0.00% | +4,493 | New |
| Hartford Investment Management Co | 4,481 | $451.7K | 0.01% | −88−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,466 | $450.2K | 0.01% | +2,342+110.3% | Added |
| DGS Capital Management, LLC | 4,460 | $449.6K | 0.08% | +4,460 | New |
| Ethic Inc. | 4,256 | $429.0K | 0.01% | +269+6.7% | Added |
| Private Advisor Group, LLC | 4,217 | $425.1K | 0.00% | +1,032+32.4% | Added |
| Entropy Technologies, LP | 4,213 | $424.7K | 0.02% | +449+11.9% | Added |
| Swiss Life Asset Management Ltd | 4,209 | $424.3K | 0.00% | +468+12.5% | Added |
| Abel Hall, LLC | 4,189 | $422.3K | 0.10% | +21+0.5% | Added |
| Sequoia Financial Advisors, LLC | 4,187 | $422.1K | 0.00% | +4,187 | New |
| Gallagher Fiduciary Advisors, LLC | 4,105 | $413.8K | 0.01% | +44+1.1% | Added |
| Pallas Capital Advisors LLC | 4,041 | $407.3K | 0.01% | +1,013+33.5% | Added |
| Louisiana State Employees Retirement System | 4,000 | $403.2K | 0.01% | −100−2.4% | Reduced |
| Maryland State Retirement & Pension System | 3,945 | $397.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,900 | $393.1K | 0.14% | +2,371+155.1% | Added |
| Heitman Real Estate Securities LLC | 3,873 | $390.4K | 0.03% | −92−2.3% | Reduced |
| Glenmede Trust Co NA | 3,858 | $388.9K | 0.00% | +3,858 | New |
| Kestra Private Wealth Services, LLC | 3,849 | $388.0K | 0.00% | +103+2.7% | Added |
| Apollon Wealth Management, LLC | 3,751 | $378.1K | 0.01% | +638+20.5% | Added |
| Allworth Financial LP | 3,742 | $377.1K | 0.00% | +700+23.0% | Added |
| RFG Advisory, LLC | 3,703 | $373.2K | 0.01% | +11+0.3% | Added |
| New Mexico Educational Retirement Board | 3,650 | $368.0K | 0.01% | +100+2.8% | Added |
| Ensign Peak Advisors, Inc | 3,591 | $362.0K | 0.00% | −8,300−69.8% | Reduced |
| Syon Capital LLC | 3,515 | $354.3K | 0.02% | +3,515 | New |
| Sage Mountain Advisors LLC | 3,445 | $347.3K | 0.02% | +660+23.7% | Added |
| GAMMA Investing LLC | 3,398 | $342.5K | 0.02% | +902+36.1% | Added |
| Stephens Inc | 3,363 | $339.0K | 0.00% | −222−6.2% | Reduced |
| waypoint wealth counsel | 3,284 | $331.0K | 0.12% | +977+42.3% | Added |
| CWM Advisors, LLC | 3,239 | $326.5K | 0.03% | +162+5.3% | Added |
| MUFG Securities EMEA plc | 3,222 | $324.8K | 0.00% | +1,719+114.4% | Added |
| Passive Capital Management, LLC. | 3,193 | $321.9K | 0.10% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,139 | $319.0K | 0.00% | +117+3.9% | Added |
| Ofi Invest Asset Management | 3,711 | $318.5K | 0.00% | −119−3.1% | Reduced |
| Gen-Wealth Partners Inc | 3,129 | $315.4K | 0.10% | −1,699−35.2% | Reduced |
| Quadrant Capital Group LLC | 3,124 | $314.9K | 0.01% | +230+7.9% | Added |
| Advisor Resource Council | 3,120 | $313.0K | 0.11% | +3,120 | New |
| AlphaCore Capital LLC | 3,100 | $312.5K | 0.01% | +3,100 | New |
| Nomura Asset Management International Inc. | 3,068 | $309.6K | 0.00% | +3,068 | New |
| Strategy Asset Managers LLC | 3,039 | $306.4K | 0.05% | +73+2.5% | Added |
| Waddell & Associates, LLC | 2,978 | $300.2K | 0.02% | +2,978 | New |
| North Dakota State Investment Board | 2,933 | $295.6K | 0.01% | +2,933 | New |
| Kera Capital Partners, Inc. | 2,921 | $295.5K | 0.04% | +2,921 | New |
| Fiduciary Group LLC | 2,853 | $287.6K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,848 | $287.1K | 0.03% | +2,848 | New |
| CSS LLC | 2,820 | $284.3K | 0.02% | +2,820 | New |
| Essential Partners LLC | 2,814 | $283.7K | 0.09% | +1,185+72.7% | Added |
| Fifth Third Bancorp | 2,777 | $279.9K | 0.00% | +117+4.4% | Added |
| Blair William & Co | 2,760 | $278.2K | 0.00% | −937−25.3% | Reduced |
| Warren Averett Asset Management, LLC | 2,754 | $277.6K | 0.00% | +2,754 | New |
| Monetary Management Group Inc | 2,750 | $277.2K | 0.06% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,736 | $275.2K | 0.00% | +175+6.8% | Added |
| Atlantic Union Bankshares Corp | 2,720 | $274.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,701 | $272.3K | 0.00% | +1,804+201.1% | Added |
| Sagewood Asset Management LP | 2,690 | $271.2K | 0.10% | +2,690 | New |
| US Bancorp | 2,683 | $270.4K | 0.00% | −7−0.3% | Reduced |
| KCM Investment Advisors LLC | 2,672 | $269.3K | 0.01% | −147−5.2% | Reduced |
| Rothschild Investment LLC | 2,667 | $268.8K | 0.01% | +2,003+301.7% | Added |
| KBC Group NV | 2,626 | $265.0K | 0.00% | +460+21.2% | Added |
| XML Financial, LLC | 2,585 | $260.6K | 0.02% | +2,585 | New |
| Sentinus, LLC | 2,579 | $260.0K | 0.02% | +2,579 | New |
| LMR Partners LLP | 2,551 | $257.1K | 0.00% | +2,551 | New |
| Wealthspire Advisors, LLC | 2,537 | $255.7K | 0.00% | +171+7.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,508 | $252.8K | 0.00% | +6+0.2% | Added |
| Transcend Wealth Collective, LLC | 2,489 | $250.9K | 0.02% | +2,489 | New |
| Parcion Private Wealth LLC | 2,435 | $245.4K | 0.01% | +2,435 | New |
| Weiss Asset Management LP | 2,430 | $244.9K | 0.00% | +2,430 | New |
| Keybank National Association | 2,399 | $241.8K | 0.00% | +73+3.1% | Added |
| DRW Securities, LLC | 2,360 | $237.9K | 0.02% | −3,842−61.9% | Reduced |
| Phocas Financial Corp. | 2,349 | $236.8K | 0.03% | −13−0.6% | Reduced |
| Patton Fund Management, Inc. | 2,333 | $235.2K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,320 | $233.9K | 0.01% | +1,272+121.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,246 | $226.4K | 0.02% | +2,246 | New |
| Crossmark Global Holdings, Inc. | 2,245 | $226.3K | 0.00% | −9−0.4% | Reduced |
| Pinnacle Associates Ltd | 2,244 | $226.2K | 0.00% | +2,244 | New |
| Loudon Investment Management, LLC | 2,215 | $223.3K | 0.12% | −1,275−36.5% | Reduced |
| Toroso Investments, LLC | 2,230 | $222.7K | 0.00% | −1,763−44.2% | Reduced |
| EntryPoint Capital, LLC | 2,188 | $220.6K | 0.09% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,183 | $220.0K | 0.08% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,150 | $216.7K | 0.04% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 2,115 | $213.2K | 0.01% | −2−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,103 | $212.0K | 0.01% | −22,285−91.4% | Reduced |
| Securian Asset Management, Inc | 2,095 | $211.2K | 0.01% | −1,609−43.4% | Reduced |
| Equitable Holdings, Inc. | 2,083 | $210.0K | 0.00% | −1,031−33.1% | Reduced |
| Prelude Capital Management, LLC | 2,050 | $206.6K | 0.02% | +2,050 | New |
| Modera Wealth Management, LLC | 2,045 | $206.1K | 0.00% | −521−20.3% | Reduced |
| BancorpSouth Bank | 2,039 | $205.5K | 0.01% | +39+2.0% | Added |
| Financial Network Wealth Management LLC | 2,000 | $201.0K | 0.06% | +2,000 | New |
| BFSG, LLC | 1,873 | $188.8K | 0.02% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 1,758 | $177.2K | 0.01% | +420+31.4% | Added |
| CX Institutional | 1,665 | $168.0K | 0.01% | +357+27.3% | Added |
| MAI Capital Management | 1,639 | $165.2K | 0.00% | +264+19.2% | Added |
| Flagship Harbor Advisors, LLC | 1,616 | $162.9K | 0.01% | +1,616 | New |
| Canada Pension Plan Investment Board | 1,600 | $161.3K | 0.00% | +1,600 | New |
| IFP Advisors, Inc | 1,516 | $152.8K | 0.00% | +520+52.2% | Added |
| GF Fund Management Co. Ltd. | 1,358 | $136.9K | 0.00% | −12−0.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 1,333 | $134.4K | 0.04% | +1+0.1% | Added |
| Trust Co of Vermont | 1,300 | $131.0K | 0.01% | 00.0% | Unchanged |