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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 360 | $38.3K | 0.00% | +360 | New |
| SJS Investment Consulting Inc. | 362 | $38.4K | 0.00% | +152+72.4% | Added |
| Parkside Financial Bank & Trust | 377 | $40.0K | 0.00% | +45+13.6% | Added |
| Eastern Bank | 450 | $47.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 469 | $49.8K | 0.01% | +201+75.0% | Added |
| Kingdom Financial Group LLC. | 518 | $55.0K | 0.02% | −45−8.0% | Reduced |
| Lloyd Advisory Services, LLC. | 518 | $55.0K | 0.02% | +518 | New |
| Larson Financial Group LLC | 542 | $57.5K | 0.00% | −72−11.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 527 | $60.3K | 0.00% | +1+0.2% | Added |
| Tema ETFs LLC | 597 | $63.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 652 | $69.0K | 0.00% | +234+56.0% | Added |
| Signaturefd, LLC | 658 | $69.9K | 0.00% | −256−28.0% | Reduced |
| Quent Capital, LLC | 729 | $77.4K | 0.01% | −18−2.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 732 | $77.8K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 761 | $80.8K | 0.02% | +761 | New |
| Mitsubishi UFJ Trust & Banking Corp | 890 | $94.5K | 0.00% | +890 | New |
| Pension & Wealth Management Advisors, Inc. | 923 | $98.1K | 0.03% | +31+3.5% | Added |
| Whittier Trust Co | 1,000 | $106.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,058 | $112.1K | 0.00% | +420+65.8% | Added |
| NBC Securities, Inc. | 1,157 | $123.0K | 0.01% | −1−0.1% | Reduced |
| GF Fund Management Co. Ltd. | 1,240 | $131.7K | 0.00% | −118−8.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,251 | $132.9K | 0.00% | +1,251 | New |
| Aster Capital Management (DIFC) Ltd | 1,394 | $136.4K | 0.04% | +1,394 | New |
| Smartleaf Asset Management LLC | 1,319 | $137.8K | 0.00% | +159+13.7% | Added |
| Bessemer Group Inc | 1,327 | $141.0K | 0.00% | +500+60.5% | Added |
| Mather Group, LLC. | 1,353 | $143.7K | 0.00% | +1,353 | New |
| IFP Advisors, Inc | 1,527 | $162.2K | 0.00% | +11+0.7% | Added |
| CX Institutional | 1,562 | $166.0K | 0.01% | −103−6.2% | Reduced |
| Parallel Advisors, LLC | 1,649 | $175.1K | 0.00% | +513+45.2% | Added |
| Canada Post Corp Registered Pension Plan | 1,758 | $186.7K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,873 | $198.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,914 | $203.3K | 0.02% | +1,418+285.9% | Added |
| Lewis Asset Management, LLC | 1,925 | $204.4K | 0.08% | +1,925 | New |
| Panagora Asset Management Inc | 1,927 | $204.7K | 0.00% | +1,927 | New |
| Brown Brothers Harriman & Co | 1,943 | $206.4K | 0.00% | +681+54.0% | Added |
| Kempen Capital Management N.V. | 1,947 | $206.8K | 0.00% | −32,888−94.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,949 | $207.1K | 0.01% | +333+20.6% | Added |
| Equitable Holdings, Inc. | 1,953 | $207.4K | 0.00% | −130−6.2% | Reduced |
| CenterStar Asset Management, LLC | 1,973 | $209.7K | 0.20% | +1,973 | New |
| Platform Technology Partners | 1,988 | $211.1K | 0.04% | +1,988 | New |
| Financial Network Wealth Management LLC | 2,000 | $212.0K | 0.07% | 00.0% | Unchanged |
| Quarry LP | 2,027 | $215.3K | 0.04% | +866+74.6% | Added |
| Wealthfront Advisers LLC | 2,056 | $218.4K | 0.00% | +2,056 | New |
| Montgomery Investment Management Inc | 2,080 | $220.9K | 0.08% | +2,080 | New |
| Securian Asset Management, Inc | 2,095 | $222.5K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,133 | $226.6K | 0.00% | +2,133 | New |
| CIBC World Markets Inc. | 2,143 | $227.6K | 0.00% | +2,143 | New |
| Lafayette Investments, Inc. | 2,150 | $228.4K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 2,153 | $228.7K | 0.01% | +2,153 | New |
| MUFG Securities Americas Inc. | 2,172 | $230.7K | 0.01% | +57+2.7% | Added |
| Capital Performance Advisors LLP | 2,174 | $230.9K | 0.02% | +2,174 | New |
| Powell Investment Advisors, LLC | 2,183 | $231.9K | 0.08% | 00.0% | Unchanged |
| Huntington National Bank | 2,187 | $232.3K | 0.00% | +2,053+1,532.1% | Added |
| EntryPoint Capital, LLC | 2,188 | $232.4K | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,199 | $233.6K | 0.00% | −46−2.0% | Reduced |
| Loudon Investment Management, LLC | 2,215 | $235.3K | 0.13% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 2,218 | $235.6K | 0.01% | −217−8.9% | Reduced |
| Clearstead Advisors, LLC | 2,231 | $236.9K | 0.00% | +1,684+307.9% | Added |
| Evoke Wealth, LLC | 2,251 | $239.1K | 0.00% | +2,251 | New |
| Modera Wealth Management, LLC | 2,259 | $239.9K | 0.00% | +214+10.5% | Added |
| Pinnacle Associates Ltd | 2,265 | $240.6K | 0.00% | +21+0.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,267 | $240.8K | 0.02% | +21+0.9% | Added |
| GTS Securities LLC | 2,285 | $242.7K | 0.01% | +2,285 | New |
| Phocas Financial Corp. | 2,313 | $245.7K | 0.04% | −36−1.5% | Reduced |
| Patton Fund Management, Inc. | 2,333 | $247.8K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,346 | $249.2K | 0.00% | +2,346 | New |
| Sagewood Asset Management LP | 2,391 | $253.9K | 0.08% | −299−11.1% | Reduced |
| Hilltop Holdings Inc. | 2,450 | $260.2K | 0.02% | +2,450 | New |
| KCM Investment Advisors LLC | 2,473 | $262.7K | 0.01% | −199−7.4% | Reduced |
| North Dakota State Investment Board | 2,487 | $264.1K | 0.01% | −446−15.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,512 | $266.8K | 0.00% | +4+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,545 | $269.7K | 0.00% | −191−7.0% | Reduced |
| Keybank National Association | 2,561 | $272.0K | 0.00% | +162+6.8% | Added |
| KBC Group NV | 2,626 | $279.0K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,655 | $282.0K | 0.02% | +166+6.7% | Added |
| Skopos Labs, Inc. | 2,675 | $284.1K | 0.01% | +2,675 | New |
| Sound Financial Strategies Group, LLC | 2,703 | $287.1K | 0.20% | −4,088−60.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,705 | $287.3K | 0.01% | +602+28.6% | Added |
| Ofi Invest Asset Management | 3,132 | $288.7K | 0.00% | −579−15.6% | Reduced |
| Atlantic Union Bankshares Corp | 2,722 | $289.1K | 0.01% | +2+0.1% | Added |
| Credit Agricole S A | 2,737 | $290.7K | 0.00% | −8,511−75.7% | Reduced |
| Everence Capital Management Inc | 2,749 | $292.0K | 0.02% | +2,749 | New |
| Monetary Management Group Inc | 2,750 | $292.1K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,756 | $292.7K | 0.01% | +436+18.8% | Added |
| CSS LLC | 2,810 | $298.4K | 0.02% | −10−0.4% | Reduced |
| Essential Partners LLC | 2,825 | $300.0K | 0.10% | +11+0.4% | Added |
| waypoint wealth counsel | 2,845 | $302.2K | 0.16% | −439−13.4% | Reduced |
| Wealthspire Advisors, LLC | 2,853 | $303.0K | 0.00% | +316+12.5% | Added |
| Fiduciary Group LLC | 2,853 | $303.0K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,854 | $303.1K | 0.01% | −2,189−43.4% | Reduced |
| XML Financial, LLC | 2,855 | $303.2K | 0.02% | +270+10.4% | Added |
| Armstrong, Fleming & Moore, Inc | 2,890 | $307.0K | 0.13% | +2,890 | New |
| RFG Advisory, LLC | 2,907 | $308.7K | 0.01% | −796−21.5% | Reduced |
| Baker Avenue Asset Management, LP | 2,908 | $308.9K | 0.01% | +2,908 | New |
| Kestra Advisory Services, LLC | 2,931 | $311.3K | 0.00% | −2,689−47.8% | Reduced |
| V-Square Quantitative Management LLC | 2,965 | $314.9K | 0.03% | +117+4.1% | Added |
| Farther Finance Advisors, LLC | 2,979 | $316.0K | 0.00% | +278+10.3% | Added |
| Blair William & Co | 2,998 | $318.4K | 0.00% | +238+8.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,011 | $319.8K | 0.13% | −889−22.8% | Reduced |
| Sentinus, LLC | 3,047 | $323.6K | 0.03% | +468+18.1% | Added |