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 |
|---|---|---|---|---|---|
| Groupama Asset Managment | 7,908 | $839.9K | 0.01% | −7,988−50.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 8,000 | $849.7K | 0.14% | +8,000 | New |
| Ascent Group, LLC | 8,022 | $852.0K | 0.03% | −3,643−31.2% | Reduced |
| Fort Point Capital Partners LLC | 8,035 | $853.4K | 0.11% | +287+3.7% | Added |
| Commonwealth Equity Services, LLC | 8,272 | $878.6K | 0.00% | +523+6.7% | Added |
| Mutual of America Capital Management LLC | 8,349 | $886.7K | 0.01% | −80−0.9% | Reduced |
| Pathstone Holdings, LLC | 8,565 | $909.7K | 0.00% | −1,464−14.6% | Reduced |
| Norinchukin Bank, The | 8,605 | $913.9K | 0.01% | −110−1.3% | Reduced |
| JustInvest LLC | 8,922 | $947.6K | 0.01% | +1,709+23.7% | Added |
| Chicago Partners Investment Group LLC | 8,611 | $948.3K | 0.02% | +3,534+69.6% | Added |
| Oregon Public Employees Retirement Fund | 8,979 | $953.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,163 | $973.2K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 9,268 | $984.4K | 0.01% | +9,268 | New |
| Integrated Wealth Concepts LLC | 9,303 | $988.1K | 0.01% | +4,006+75.6% | Added |
| Merit Financial Group, LLC | 9,356 | $993.8K | 0.01% | +1,141+13.9% | Added |
| M&T Bank Corp | 9,433 | $1.00M | 0.00% | +30+0.3% | Added |
| National Philanthropic Trust | 9,485 | $1.01M | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 9,516 | $1.01M | 0.02% | +9,516 | New |
| Empire Financial Management Company, LLC | 9,529 | $1.01M | 0.23% | +9,529 | New |
| Portfolio Design Labs, LLC | 9,562 | $1.02M | 0.18% | −5,059−34.6% | Reduced |
| Spirit of America Management Corp | 9,700 | $1.03M | 0.20% | 00.0% | Unchanged |
| ING Groep NV | 10,126 | $1.08M | 0.01% | −20−0.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 10,147 | $1.08M | 0.06% | +4,059+66.7% | Added |
| Stoneridge Investment Partners LLC | 10,169 | $1.08M | 0.78% | −1,529−13.1% | Reduced |
| TCG Advisory Services, LLC | 10,200 | $1.08M | 0.03% | +2,084+25.7% | Added |
| Allspring Global Investments Holdings, LLC | 10,337 | $1.10M | 0.00% | +940+10.0% | Added |
| Change Path, LLC | 10,359 | $1.10M | 0.03% | +10,359 | New |
| O'Shaughnessy Asset Management, LLC | 10,393 | $1.10M | 0.01% | +2,448+30.8% | Added |
| Kestra Private Wealth Services, LLC | 10,523 | $1.12M | 0.01% | +6,674+173.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,934 | $1.16M | 0.00% | −809−6.9% | Reduced |
| PFW Advisors LLC | 10,958 | $1.16M | 0.37% | +10,958 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,055 | $1.17M | 0.01% | +1,566+16.5% | Added |
| Summit Financial, LLC | 11,151 | $1.18M | 0.02% | +610+5.8% | Added |
| State of Wisconsin Investment Board | 11,242 | $1.19M | 0.00% | +5,469+94.7% | Added |
| Marshall Financial Group LLC | 11,308 | $1.20M | 0.19% | −40.0% | Reduced |
| GeoWealth Management, LLC | 11,407 | $1.21M | 0.04% | +405+3.7% | Added |
| Nomura Holdings Inc | 11,437 | $1.21M | 0.01% | +1,804+18.7% | Added |
| Xponance, Inc. | 11,724 | $1.25M | 0.01% | +4,745+68.0% | Added |
| Coldstream Capital Management Inc | 11,799 | $1.25M | 0.02% | +812+7.4% | Added |
| Advisor Group Holdings, Inc. | 11,930 | $1.27M | 0.00% | +1,172+10.9% | Added |
| Pacer Advisors, Inc. | 12,016 | $1.28M | 0.00% | +5,854+95.0% | Added |
| Horizon Investments, LLC | 12,208 | $1.28M | 0.01% | −4,284−26.0% | Reduced |
| Brighton Jones LLC | 12,152 | $1.29M | 0.03% | +12,152 | New |
| Lido Advisors, LLC | 12,415 | $1.32M | 0.01% | +76+0.6% | Added |
| Nissay Asset Management Corp | 12,479 | $1.33M | 0.01% | +470+3.9% | Added |
| Erste Asset Management GmbH | 13,300 | $1.39M | 0.01% | +4,700+54.7% | Added |
| TD Asset Management Inc | 13,449 | $1.43M | 0.00% | −763−5.4% | Reduced |
| Polymer Capital Management (US) LLC | 13,581 | $1.44M | 0.21% | −7,843−36.6% | Reduced |
| Kesler, Norman & Wride, LLC | 13,650 | $1.45M | 0.25% | −135−1.0% | Reduced |
| Utah Retirement Systems | 13,933 | $1.48M | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 13,990 | $1.49M | 0.01% | +127+0.9% | Added |
| Renaissance Technologies LLC | 14,300 | $1.52M | 0.00% | +14,300 | New |
| Amalgamated Bank | 14,625 | $1.55M | 0.01% | −362−2.4% | Reduced |
| Sigma Planning Corp | 14,793 | $1.57M | 0.04% | +1,388+10.4% | Added |
| Summit Trail Advisors, LLC | 14,886 | $1.58M | 0.02% | +5,429+57.4% | Added |
| Blackhawk Capital Partners LLC. | 14,954 | $1.59M | 0.58% | −57−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,110 | $1.60M | 0.01% | +1,987+15.1% | Added |
| Voya Investment Management LLC | 15,982 | $1.70M | 0.00% | −31−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 16,051 | $1.70M | 0.01% | −5,394−25.2% | Reduced |
| Vestcor Inc | 16,137 | $1.71M | 0.05% | +16,137 | New |
| AlTi Global, Inc. | 16,239 | $1.72M | 0.04% | −2,169−11.8% | Reduced |
| Pathway Financial Advisers, LLC | 16,395 | $1.74M | 0.49% | +3,508+27.2% | Added |
| Steward Partners Investment Advisory, LLC | 16,664 | $1.77M | 0.01% | +315+1.9% | Added |
| Brown Advisory Inc | 16,843 | $1.79M | 0.00% | −1,850−9.9% | Reduced |
| Bokf, NA | 17,130 | $1.82M | 0.03% | −20,962−55.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,211 | $1.83M | 0.00% | +3,423+24.8% | Added |
| Pictet Asset Management Holding SA | 17,484 | $1.86M | 0.00% | +1,006+6.1% | Added |
| CI Private Wealth, LLC | 18,014 | $1.88M | 0.00% | +6,814+60.8% | Added |
| KLP Kapitalforvaltning AS | 18,000 | $1.91M | 0.01% | +500+2.9% | Added |
| Richard Bernstein Advisors LLC | 18,279 | $1.94M | 0.06% | +18,279 | New |
| Natixis | 18,471 | $1.96M | 0.01% | −74,464−80.1% | Reduced |
| LMR Partners LLP | 18,791 | $2.00M | 0.02% | +16,240+636.6% | Added |
| DekaBank Deutsche Girozentrale | 19,491 | $2.10M | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 19,834 | $2.11M | 0.02% | +15,049+314.5% | Added |
| New York Life Investment Management LLC | 20,438 | $2.17M | 0.02% | +2,714+15.3% | Added |
| State of Michigan Retirement System | 20,524 | $2.18M | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 20,555 | $2.18M | 0.00% | +1,006+5.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,583 | $2.19M | 0.02% | 00.0% | Unchanged |
| Czech National Bank | 21,382 | $2.27M | 0.01% | +682+3.3% | Added |
| Exchange Traded Concepts, LLC | 21,437 | $2.28M | 0.02% | +4,682+27.9% | Added |
| Holocene Advisors, LP | 21,472 | $2.28M | 0.01% | −25,498−54.3% | Reduced |
| Susquehanna International Group, LLP | 21,548 | $2.29M | 0.00% | −5,571−20.5% | Reduced |
| Citadel Advisors LLC | 21,779 | $2.31M | 0.00% | −269,065−92.5% | Reduced |
| Metis Global Partners, LLC | 22,028 | $2.34M | 0.06% | +1,762+8.7% | Added |
| Public Sector Pension Investment Board | 22,329 | $2.37M | 0.01% | +2,298+11.5% | Added |
| Arizona State Retirement System | 22,517 | $2.39M | 0.01% | −244−1.1% | Reduced |
| Thrivent Financial for Lutherans | 23,188 | $2.44M | 0.00% | +300+1.3% | Added |
| Entropy Technologies, LP | 23,129 | $2.46M | 0.11% | +18,916+449.0% | Added |
| Fifth Third Bancorp | 24,205 | $2.57M | 0.00% | +21,428+771.6% | Added |
| NEOS Investment Management LLC | 25,201 | $2.65M | 0.01% | +13,046+107.3% | Added |
| Xcel Wealth Management, LLC | 24,951 | $2.65M | 0.74% | −6,604−20.9% | Reduced |
| Handelsbanken Fonder AB | 25,600 | $2.72M | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 28,275 | $3.00M | 0.04% | −67−0.2% | Reduced |
| Toronto Dominion Bank | 28,505 | $3.03M | 0.01% | −9,631−25.3% | Reduced |
| Squarepoint Ops LLC | 28,650 | $3.04M | 0.01% | +2,347+8.9% | Added |
| Farmers & Merchants Investments Inc | 28,744 | $3.05M | 0.08% | +7,636+36.2% | Added |
| Oak Thistle LLC | 29,682 | $3.15M | 0.31% | +5,926+24.9% | Added |
| Captrust Financial Advisors | 29,954 | $3.18M | 0.01% | +4,254+16.6% | Added |
| Vanguard National Trust Co | 30,530 | $3.24M | 0.20% | +30,530 | New |
| Jones Financial Companies LLLP | 31,611 | $3.25M | 0.00% | +13,250+72.2% | Added |