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 |
|---|---|---|---|---|---|
| Nomura Asset Management International Inc. | 3,056 | $324.0K | 0.00% | −12−0.4% | Reduced |
| Camden Capital, LLC | 3,055 | $324.5K | 0.02% | +3,055 | New |
| Quadrant Capital Group LLC | 3,093 | $328.5K | 0.01% | −31−1.0% | Reduced |
| Gen-Wealth Partners Inc | 3,178 | $337.6K | 0.11% | +49+1.6% | Added |
| Mackenzie Financial Corp | 3,186 | $338.4K | 0.00% | +47+1.5% | Added |
| Passive Capital Management, LLC. | 3,193 | $339.1K | 0.10% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 3,222 | $342.2K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 3,252 | $345.4K | 0.14% | +132+4.2% | Added |
| Caerus Investment Advisors, LLC | 3,289 | $349.3K | 0.15% | −2,059−38.5% | Reduced |
| Calamos Advisors LLC | 3,293 | $349.8K | 0.00% | +3,293 | New |
| Calamos Wealth Management LLC | 3,293 | $349.8K | 0.01% | +3,293 | New |
| US Bancorp | 3,295 | $350.0K | 0.00% | +612+22.8% | Added |
| Strategy Asset Managers LLC | 3,320 | $352.6K | 0.06% | +281+9.2% | Added |
| Warren Averett Asset Management, LLC | 3,367 | $357.6K | 0.00% | +613+22.3% | Added |
| Tower Research Capital LLC (TRC) | 3,478 | $369.4K | 0.01% | −988−22.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,547 | $376.7K | 0.01% | +3,547 | New |
| Ensign Peak Advisors, Inc | 3,591 | $381.4K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,620 | $384.5K | 0.01% | −421−10.4% | Reduced |
| New Mexico Educational Retirement Board | 3,650 | $388.0K | 0.01% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 3,668 | $389.6K | 0.15% | +3,668 | New |
| DGS Capital Management, LLC | 3,671 | $389.9K | 0.06% | −789−17.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,685 | $391.3K | 0.02% | −420−10.2% | Reduced |
| Kera Capital Partners, Inc. | 3,685 | $391.4K | 0.05% | +764+26.2% | Added |
| AlphaCore Capital LLC | 3,718 | $394.9K | 0.01% | +618+19.9% | Added |
| Walleye Trading LLC | 3,790 | $402.5K | 0.01% | +3,790 | New |
| Glenmede Trust Co NA | 3,792 | $402.7K | 0.00% | −66−1.7% | Reduced |
| Rothschild Investment LLC | 3,830 | $406.8K | 0.02% | +1,163+43.6% | Added |
| Syon Capital LLC | 3,863 | $410.3K | 0.02% | +348+9.9% | Added |
| Sequoia Financial Advisors, LLC | 3,895 | $413.7K | 0.00% | −292−7.0% | Reduced |
| Maryland State Retirement & Pension System | 3,945 | $419.0K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3,958 | $420.4K | 0.00% | +3,958 | New |
| Ethic Inc. | 3,976 | $422.2K | 0.01% | −280−6.6% | Reduced |
| Gateway Investment Advisers LLC | 3,978 | $422.5K | 0.00% | +3,978 | New |
| Louisiana State Employees Retirement System | 4,000 | $424.8K | 0.01% | 00.0% | Unchanged |
| DnB Asset Management AS | 4,010 | $425.9K | 0.00% | +4,010 | New |
| Creative Financial Designs Inc | 4,059 | $431.2K | 0.03% | +3,253+403.6% | Added |
| Freestone Grove Partners LP | 4,065 | $431.7K | 0.00% | −258,792−98.5% | Reduced |
| DoubleLine ETF Adviser LP | 4,070 | $432.3K | 0.16% | −1,007−19.8% | Reduced |
| United Capital Financial Advisers, LLC | 4,120 | $437.6K | 0.00% | +4,120 | New |
| Private Advisor Group, LLC | 4,195 | $445.5K | 0.00% | −22−0.5% | Reduced |
| MAI Capital Management | 4,196 | $445.7K | 0.00% | +2,557+156.0% | Added |
| Machina Capital S.A.S. | 4,223 | $448.5K | 0.09% | −11,643−73.4% | Reduced |
| Apollon Wealth Management, LLC | 4,260 | $452.5K | 0.01% | +509+13.6% | Added |
| Morningstar Investment Management LLC | 4,265 | $453.0K | 0.03% | −292−6.4% | Reduced |
| Waddell & Associates, LLC | 4,311 | $457.9K | 0.03% | +1,333+44.8% | Added |
| Abel Hall, LLC | 4,361 | $463.2K | 0.10% | +172+4.1% | Added |
| Frec Markets, Inc. | 4,371 | $464.2K | 0.08% | +4,371 | New |
| UBS Asset Management Americas Inc | 4,395 | $466.8K | 0.00% | −573,526−99.2% | Reduced |
| Hartford Investment Management Co | 4,481 | $475.9K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,533 | $476.7K | 0.00% | +2,303+103.3% | Added |
| Stephens Inc | 4,525 | $480.6K | 0.01% | +1,162+34.6% | Added |
| Vident Advisory, LLC | 4,592 | $487.7K | 0.00% | −1,318−22.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,603 | $488.9K | 0.01% | +4,603 | New |
| GAMMA Investing LLC | 4,678 | $496.9K | 0.02% | +1,280+37.7% | Added |
| MML Investors Services, LLC | 4,679 | $496.9K | 0.00% | −725−13.4% | Reduced |
| Mizuho Securities USA LLC | 4,746 | $504.1K | 0.01% | −970−17.0% | Reduced |
| Prelude Capital Management, LLC | 4,790 | $508.7K | 0.04% | +2,740+133.7% | Added |
| Sanctuary Advisors, LLC | 4,805 | $510.3K | 0.00% | +202+4.4% | Added |
| Allworth Financial LP | 4,867 | $516.9K | 0.00% | +1,125+30.1% | Added |
| Jackson Thornton Asset Management, LLC | 4,858 | $529.8K | 0.05% | +17+0.4% | Added |
| Swiss Life Asset Management Ltd | 5,281 | $560.9K | 0.00% | +1,072+25.5% | Added |
| NorthCrest Asset Manangement, LLC | 5,474 | $584.6K | 0.02% | −255−4.5% | Reduced |
| HB Wealth Management, LLC | 5,557 | $590.2K | 0.00% | +1,064+23.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,659 | $601.0K | 0.00% | −8,603−60.3% | Reduced |
| MQS Management LLC | 5,734 | $609.0K | 0.41% | +5,734 | New |
| Global X Japan Co., Ltd. | 5,867 | $623.1K | 0.03% | +151+2.6% | Added |
| Atria Investments LLC | 5,884 | $625.0K | 0.01% | −594−9.2% | Reduced |
| GWM Advisors LLC | 5,912 | $627.9K | 0.00% | −112−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,998 | $637.0K | 0.00% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 6,049 | $641.3K | 0.18% | −38−0.6% | Reduced |
| Pinebridge Investments LLC | 6,152 | $653.4K | 0.01% | +6,152 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,165 | $654.8K | 0.06% | −295−4.6% | Reduced |
| DRW Securities, LLC | 6,265 | $665.4K | 0.04% | +3,905+165.5% | Added |
| SlateStone Wealth, LLC | 6,405 | $680.0K | 0.06% | +410+6.8% | Added |
| Public Employees Retirement Association of Colorado | 6,411 | $681.0K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,261 | $689.0K | 0.02% | −87−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,499 | $690.3K | 0.04% | +6,499 | New |
| Ninety One UK Ltd | 6,565 | $697.3K | 0.00% | +6,565 | New |
| Northwestern Mutual Wealth Management Co | 6,581 | $699.0K | 0.00% | +467+7.6% | Added |
| NewEdge Wealth, LLC | 6,606 | $701.6K | 0.01% | −331−4.8% | Reduced |
| MSH Capital Advisors LLC | 6,636 | $704.8K | 0.15% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,708 | $712.5K | 0.22% | −26−0.4% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 6,708 | $712.5K | 0.33% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 6,854 | $728.0K | 0.00% | −568−7.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,912 | $734.1K | 0.00% | −10,679−60.7% | Reduced |
| Ar Asset Management Inc | 7,000 | $743.0K | 0.14% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 7,000 | $743.5K | 0.00% | +5,400+337.5% | Added |
| Independent Advisor Alliance | 7,055 | $749.3K | 0.01% | −428−5.7% | Reduced |
| Evolve Private Wealth, LLC | 7,064 | $750.3K | 0.04% | −156−2.2% | Reduced |
| CWM Advisors, LLC | 7,087 | $752.7K | 0.04% | +3,848+118.8% | Added |
| Sivia Capital Partners, LLC | 7,154 | $759.8K | 0.15% | +694+10.7% | Added |
| Burke & Herbert Bank & Trust Co | 7,335 | $779.0K | 0.22% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 7,485 | $795.0K | 0.01% | +7,485 | New |
| Joel Isaacson & Co., LLC | 7,496 | $796.1K | 0.03% | −389−4.9% | Reduced |
| Bull Harbor Capital LLC | 7,569 | $803.9K | 0.22% | +7,569 | New |
| Teacher Retirement System of Texas | 7,609 | $808.2K | 0.00% | +591+8.4% | Added |
| Rafferty Asset Management, LLC | 7,722 | $820.2K | 0.00% | −2,429−23.9% | Reduced |
| Prospera Financial Services Inc | 7,750 | $823.0K | 0.01% | +1,844+31.2% | Added |
| Benjamin Edwards Inc | 7,813 | $829.9K | 0.01% | −104−1.3% | Reduced |
| Neuberger Berman Group LLC | 7,860 | $834.8K | 0.00% | −104,081−93.0% | Reduced |