Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
No open-market purchases or sales by Federal Realty Investment Trust insiders were filed in the last 90 days; 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, Q1 2026
Institutional positions in Federal Realty Investment Trust as of Mar 31, 2026. 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
- 560
- +44 vs. Q4 2025
- Shares held
- 78.5M
- +15.0M (+23.6%) vs. Q4 2025
- Total value
- $8.33B
- +$1.93B (+30.2%) vs. Q4 2025
- New holders
- 83
- 225 more added
- Sold out
- 39
- 154 more reduced
11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1 | $106 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $106 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $212 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $213 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $319 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 3 | $319 | 0.00% | +3 | New |
| Caitlin John, LLC | 4 | $382 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 4 | $425 | 0.00% | +4 | New |
| City State Bank | 5 | $531 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $532 | 0.00% | +5 | New |
| Clark Wealth Partners | 7 | $744 | 0.00% | +3+75.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $744 | 0.00% | +4+133.3% | Added |
| Signature Equity Partners, LLC | 8 | $820 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $850 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $850 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $850 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 8 | $850 | 0.00% | +8 | New |
| Avion Wealth | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 10 | $1.01K | 0.00% | +1+11.1% | Added |
| Rossby Financial, LCC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 10 | $1.06K | 0.00% | +10 | New |
| South State Corp. | 10 | $1.06K | 0.00% | −19−65.5% | Reduced |
| Legacy Wealth Managment, LLC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 11 | $1.17K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 11 | $1.26K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 13 | $1.38K | 0.00% | −104−88.9% | Reduced |
| Burk Holdings LLC | 13 | $1.38K | 0.00% | +13 | New |
| Clayton Financial Group LLC | 14 | $1.49K | 0.00% | +4+40.0% | Added |
| Rialto Wealth Management, LLC | 15 | $1.59K | 0.00% | +10+200.0% | Added |
| Kozak & Associates, Inc. | 17 | $1.82K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 18 | $1.91K | 0.00% | −20−52.6% | Reduced |
| MidFirst Bank | 18 | $1.91K | 0.00% | +18 | New |
| Sound Income Strategies, LLC | 20 | $2.12K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $2.13K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $2.23K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 23 | $2.44K | 0.00% | +23 | New |
| AdvisorNet Financial, Inc | 26 | $2.76K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 26 | $2.76K | 0.00% | +19+271.4% | Added |
| Valley National Advisers Inc | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $3.00K | 0.00% | +25+416.7% | Added |
| Spire Wealth Management | 29 | $3.08K | 0.00% | −143−83.1% | Reduced |
| Harbour Investments, Inc. | 29 | $3.08K | 0.00% | +8+38.1% | Added |
| Manchester Capital Management LLC | 29 | $3.08K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $3.08K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 30 | $3.20K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 31 | $3.29K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 33 | $3.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $4.25K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 45 | $4.78K | 0.00% | +45 | New |
| Bell Investment Advisors, Inc | 47 | $4.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 54 | $5.74K | 0.00% | +31+134.8% | Added |
| Whittier Trust Co of Nevada Inc | 55 | $5.87K | 0.00% | +28+103.7% | Added |
| Ronald Blue Trust, Inc. | 56 | $5.95K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 57 | $6.05K | 0.00% | +57 | New |
| Sunbelt Securities, Inc. | 58 | $6.17K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 67 | $7.07K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 68 | $7.22K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 70 | $7.43K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 75 | $7.97K | 0.00% | +75 | New |
| Twin Peaks Wealth Advisors, LLC | 85 | $9.03K | 0.00% | +85 | New |
| GW&K Investment Management, LLC | 93 | $10.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 97 | $10.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 100 | $10.6K | 0.01% | −56−35.9% | Reduced |
| Byrne Asset Management LLC | 100 | $10.6K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 102 | $10.8K | 0.00% | +10+10.9% | Added |
| Basecamp Wealth Advisors LLC | 117 | $12.4K | 0.00% | +47+67.1% | Added |
| Wealth Preservation Advisors, LLC | 117 | $12.4K | 0.01% | +117 | New |
| Assetmark, Inc | 123 | $13.1K | 0.00% | +44+55.7% | Added |
| Ancora Advisors, LLC | 126 | $13.4K | 0.00% | −175−58.1% | Reduced |
| CoreCap Advisors, LLC | 129 | $13.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 132 | $14.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 134 | $14.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 138 | $14.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 143 | $15.2K | 0.01% | −1,190−89.3% | Reduced |
| Smithfield Trust Co | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 168 | $17.8K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 185 | $19.6K | 0.00% | +185 | New |
| Itau Unibanco Holding S.A. | 199 | $21.1K | 0.00% | +199 | New |
| Activest Wealth Management | 200 | $21.2K | 0.00% | +1+0.5% | Added |
| Cohen & Steers, Inc. | 205 | $22.0K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 214 | $22.7K | 0.01% | −1−0.5% | Reduced |
| Root Financial Partners, LLC | 216 | $22.9K | 0.00% | +211+4,220.0% | Added |
| Massmutual Trust Co FSB | 225 | $23.9K | 0.00% | −65−22.4% | Reduced |
| Montag A & Associates Inc | 240 | $25.5K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 240 | $25.5K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 258 | $27.4K | 0.00% | +72+38.7% | Added |
| Anchor Investment Management, LLC | 270 | $28.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 288 | $30.6K | 0.00% | +10+3.6% | Added |
| Clarity Asset Management, Inc. | 290 | $30.8K | 0.02% | −10−3.3% | Reduced |
| Hilltop National Bank | 300 | $31.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 306 | $32.5K | 0.00% | −119−28.0% | Reduced |
| Private Trust Co NA | 322 | $34.2K | 0.00% | −10−3.0% | Reduced |
| Federated Hermes, Inc. | 329 | $34.9K | 0.00% | −6−1.8% | Reduced |
| Toth Financial Advisory Corp | 332 | $35.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 350 | $37.2K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 350 | $37.2K | 0.01% | 00.0% | Unchanged |