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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 1,262 | $127.2K | 0.00% | +771+157.0% | Added |
| Smartleaf Asset Management LLC | 1,160 | $118.2K | 0.00% | +64+5.8% | Added |
| Quarry LP | 1,161 | $117.0K | 0.02% | +450+63.3% | Added |
| NBC Securities, Inc. | 1,158 | $116.8K | 0.01% | −23−1.9% | Reduced |
| Parallel Advisors, LLC | 1,136 | $114.5K | 0.00% | +60+5.6% | Added |
| Y.D. More Investments Ltd | 1,082 | $109.1K | 0.01% | −361−25.0% | Reduced |
| Whittier Trust Co | 1,000 | $100.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 914 | $92.1K | 0.00% | +47+5.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 892 | $90.0K | 0.03% | +7+0.8% | Added |
| Bessemer Group Inc | 827 | $83.0K | 0.00% | +54+7.0% | Added |
| Creative Financial Designs Inc | 806 | $81.2K | 0.01% | −478−37.2% | Reduced |
| Global Retirement Partners, LLC | 804 | $81.0K | 0.00% | +458+132.4% | Added |
| Quent Capital, LLC | 747 | $75.3K | 0.01% | +364+95.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 732 | $73.8K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $70.6K | 0.00% | +100+16.7% | Added |
| TD Waterhouse Canada Inc. | 638 | $64.3K | 0.00% | +638 | New |
| Larson Financial Group LLC | 614 | $61.9K | 0.00% | −729−54.3% | Reduced |
| Tema ETFs LLC | 597 | $60.2K | 0.00% | +597 | New |
| Kingdom Financial Group LLC. | 563 | $56.8K | 0.02% | +563 | New |
| Clearstead Advisors, LLC | 547 | $55.1K | 0.00% | −56−9.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 526 | $53.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 496 | $50.0K | 0.01% | +157+46.3% | Added |
| Eastern Bank | 450 | $45.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 425 | $42.8K | 0.00% | −15−3.4% | Reduced |
| Hantz Financial Services, Inc. | 418 | $42.0K | 0.00% | +6+1.5% | Added |
| Los Angeles Capital Management LLC | 414 | $39.3K | 0.00% | +414 | New |
| CIBC Private Wealth Group, LLC | 383 | $38.6K | 0.00% | −636−62.4% | Reduced |
| Delta Asset Management LLC | 350 | $35.3K | 0.00% | −58−14.2% | Reduced |
| DAGCO, Inc. | 350 | $35.3K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 335 | $33.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 332 | $33.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 332 | $33.5K | 0.00% | +16+5.1% | Added |
| Private Trust Co NA | 332 | $33.5K | 0.00% | +300+937.5% | Added |
| Ancora Advisors, LLC | 301 | $30.3K | 0.00% | +301 | New |
| Clarity Asset Management, Inc. | 300 | $30.3K | 0.02% | +3+1.0% | Added |
| Hilltop National Bank | 300 | $30.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 290 | $29.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 278 | $28.0K | 0.00% | +278 | New |
| Anchor Investment Management, LLC | 270 | $27.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 268 | $27.0K | 0.01% | +126+88.7% | Added |
| SageView Advisory Group, LLC | 267 | $26.9K | 0.00% | +267 | New |
| Turning Point Benefit Group, Inc. | 254 | $25.6K | 0.01% | +241+1,853.8% | Added |
| Park Square Financial Group, LLC | 221 | $24.7K | 0.15% | +221 | New |
| Montag A & Associates Inc | 240 | $24.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 240 | $24.2K | 0.01% | +87+56.9% | Added |
| Onefund, LLC | 215 | $21.7K | 0.01% | +11+5.4% | Added |
| SJS Investment Consulting Inc. | 210 | $21.2K | 0.00% | +210 | New |
| Sentry Investment Management LLC | 213 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 205 | $21.0K | 0.00% | +9+4.6% | Added |
| Activest Wealth Management | 199 | $20.1K | 0.00% | +198+19,800.0% | Added |
| New Age Alpha Advisors, LLC | 186 | $18.7K | 0.00% | +186 | New |
| Spire Wealth Management | 172 | $17.3K | 0.00% | −487−73.9% | Reduced |
| Glen Eagle Advisors, LLC | 168 | $16.9K | 0.00% | +52+44.8% | Added |
| Dynamic Wealth Strategies, LLC | 156 | $15.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 138 | $13.9K | 0.01% | +11+8.7% | Added |
| Huntington National Bank | 134 | $13.5K | 0.00% | −73−35.3% | Reduced |
| Umb Bank N A | 134 | $13.5K | 0.00% | +15+12.6% | Added |
| Zions Bancorporation, National Association | 132 | $13.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 129 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 117 | $11.8K | 0.00% | −19−14.0% | Reduced |
| DV Equities, LLC | 109 | $11.0K | 0.00% | +109 | New |
| Caitong International Asset Management Co., Ltd | 101 | $10.2K | 0.00% | +67+197.1% | Added |
| Byrne Asset Management LLC | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 97 | $9.73K | 0.00% | +97 | New |
| Dogwood Wealth Management LLC | 92 | $9.27K | 0.00% | +57+162.9% | Added |
| GW&K Investment Management, LLC | 93 | $9.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 87 | $8.79K | 0.00% | +87 | New |
| Assetmark, Inc | 79 | $7.96K | 0.00% | −2−2.5% | Reduced |
| TD Private Client Wealth LLC | 70 | $7.06K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 70 | $7.06K | 0.00% | +70 | New |
| North Star Investment Management Corp. | 68 | $6.85K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 67 | $6.71K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 58 | $5.84K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 56 | $5.64K | 0.00% | −3−5.1% | Reduced |
| Nemes Rush Group LLC | 55 | $5.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $4.74K | 0.00% | −18−27.7% | Reduced |
| CVA Family Office, LLC | 40 | $4.03K | 0.00% | +40 | New |
| Elequin Capital LP | 38 | $3.83K | 0.00% | +38 | New |
| Ares Financial Consulting, LLC | 33 | $3.33K | 0.00% | +33 | New |
| Grove Bank & Trust | 31 | $3.13K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 31 | $3.13K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 30 | $2.99K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $2.92K | 0.00% | −1−3.3% | Reduced |
| MV Capital Management, Inc. | 29 | $2.92K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 29 | $2.92K | 0.00% | +19+190.0% | Added |
| Whittier Trust Co of Nevada Inc | 27 | $2.73K | 0.00% | −7−20.6% | Reduced |
| AdvisorNet Financial, Inc | 26 | $2.62K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.32K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $2.12K | 0.00% | +5+31.3% | Added |
| Harbour Investments, Inc. | 21 | $2.12K | 0.00% | +19+950.0% | Added |
| Sound Income Strategies, LLC | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $2.02K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $2.02K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $1.08K | 0.00% | +5+83.3% | Added |
| Legacy Wealth Managment, LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |