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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 180,719 | $19.2M | 0.01% | −10,922−5.7% | Reduced |
| MetLife Investment Management | 195,325 | $20.7M | 0.11% | −360−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 199,591 | $21.2M | 0.04% | +10,755+5.7% | Added |
| Pacific Heights Asset Management LLC | 200,000 | $21.2M | 0.71% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 201,731 | $21.4M | 0.01% | +1,811+0.9% | Added |
| Westwood Holdings Group Inc. | 219,904 | $23.4M | 0.17% | −3,569−1.6% | Reduced |
| Gotham Asset Management, LLC | 226,496 | $24.1M | 0.07% | +38,559+20.5% | Added |
| Royal Bank of Canada | 226,880 | $24.1M | 0.00% | +31,000+15.8% | Added |
| Two Sigma Investments, LP | 232,948 | $24.7M | 0.02% | +196,737+543.3% | Added |
| Schroder Investment Management Group | 271,653 | $28.4M | 0.02% | −67,534−19.9% | Reduced |
| HSBC Holdings PLC | 272,683 | $29.0M | 0.02% | −94,086−25.7% | Reduced |
| APG Asset Management US Inc. | 273,311 | $29.0M | 0.22% | −41,221−13.1% | Reduced |
| Private Management Group Inc | 277,009 | $29.4M | 0.85% | −1,228−0.4% | Reduced |
| Bank of Montreal | 277,710 | $29.5M | 0.01% | +49,430+21.7% | Added |
| RMB Capital Management, LLC | 281,034 | $29.8M | 0.53% | +2,533+0.9% | Added |
| Ameriprise Financial Inc | 318,455 | $30.3M | 0.01% | +63,428+24.9% | Added |
| Citigroup Inc | 300,264 | $31.9M | 0.02% | +151,213+101.5% | Added |
| Centersquare Investment Management LLC | 345,966 | $36.7M | 0.38% | −261,675−43.1% | Reduced |
| Quantinno Capital Management LP | 348,135 | $37.0M | 0.06% | +179,721+106.7% | Added |
| Lasalle Investment Management Securities LLC | 353,194 | $37.5M | 1.48% | −5,737−1.6% | Reduced |
| Victory Capital Management Inc | 367,240 | $39.0M | 0.03% | −3,754−1.0% | Reduced |
| First Trust Advisors LP | 382,058 | $40.6M | 0.03% | +333,931+693.9% | Added |
| Woodline Partners LP | 393,641 | $41.8M | 0.16% | −91,790−18.9% | Reduced |
| Marshall Wace, LLP | 394,601 | $41.9M | 0.04% | −42,821−9.8% | Reduced |
| SEI Investments Co | 400,662 | $42.6M | 0.04% | +50,252+14.3% | Added |
| Deutsche Bank AG | 403,902 | $42.9M | 0.01% | +51,338+14.6% | Added |
| UBS Group AG | 408,816 | $43.4M | 0.01% | +26,633+7.0% | Added |
| Janus Henderson Group PLC | 413,167 | $43.9M | 0.02% | +10,095+2.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 438,553 | $46.6M | 0.03% | +2,535+0.6% | Added |
| Vanguard Fiduciary Trust Co | 448,369 | $47.6M | 0.01% | +448,369 | New |
| Adage Capital Partners GP, L.L.C. | 455,000 | $48.3M | 0.07% | +25,871+6.0% | Added |
| Nomura Asset Management Co Ltd | 495,320 | $52.6M | 0.14% | +15,100+3.1% | Added |
| CBOE Vest Financial, LLC | 505,409 | $53.7M | 0.64% | +17,024+3.5% | Added |
| Bank of America Corp | 509,498 | $54.1M | 0.00% | +241,684+90.2% | Added |
| Millennium Management LLC | 597,689 | $63.5M | 0.05% | +120,651+25.3% | Added |
| Northwood Liquid Management LP | 638,538 | $67.8M | 4.55% | −646,557−50.3% | Reduced |
| Bank of New York Mellon Corp | 660,467 | $70.1M | 0.01% | −23,328−3.4% | Reduced |
| Goldman Sachs Group Inc | 678,741 | $72.1M | 0.01% | +67,708+11.1% | Added |
| GEM Realty Capital | 686,774 | $72.9M | 7.21% | +341,784+99.1% | Added |
| Legal & General Group Plc | 705,714 | $75.0M | 0.02% | −91,847−11.5% | Reduced |
| Price T Rowe Associates Inc | 812,043 | $86.2M | 0.01% | −90,166−10.0% | Reduced |
| PGGM Investments | 812,293 | $86.3M | 1.51% | −214,034−20.9% | Reduced |
| Wells Fargo & Company | 864,495 | $91.8M | 0.02% | −6,137−0.7% | Reduced |
| Nuveen, LLC | 1,013,591 | $107.7M | 0.03% | +828,202+446.7% | Added |
| JPMorgan Chase & Co | 1,048,230 | $109.5M | 0.01% | −75,714−6.7% | Reduced |
| Massachusetts Financial Services Co | 1,006,420 | $113.0M | 0.04% | −90,903−8.3% | Reduced |
| Morgan Stanley | 1,068,466 | $113.5M | 0.01% | +226,654+26.9% | Added |
| FMR LLC | 1,283,338 | $136.3M | 0.01% | +198,489+18.3% | Added |
| Dimensional Fund Advisors LP | 1,284,001 | $136.4M | 0.03% | +53,109+4.3% | Added |
| Charles Schwab Investment Management Inc | 1,491,186 | $158.4M | 0.02% | +63,804+4.5% | Added |
| ProShare Advisors LLC | 1,628,718 | $173.0M | 0.26% | +27,479+1.7% | Added |
| Northern Trust Corp | 1,634,529 | $173.6M | 0.02% | +403,144+32.7% | Added |
| AQR Capital Management LLC | 2,125,515 | $221.6M | 0.10% | +304,968+16.8% | Added |
| Geode Capital Management, LLC | 2,292,435 | $243.1M | 0.02% | +94,194+4.3% | Added |
| Invesco Ltd. | 2,688,309 | $285.5M | 0.03% | −44,487−1.6% | Reduced |
| Resolution Capital Ltd | 3,644,575 | $387.1M | 8.14% | +340,524+10.3% | Added |
| Vanguard Capital Management LLC | 5,380,784 | $571.5M | 0.01% | +5,380,784 | New |
| State Street Corp | 6,378,740 | $677.5M | 0.02% | −185,861−2.8% | Reduced |
| Vanguard Portfolio Management LLC | 7,283,403 | $773.6M | 0.04% | +7,283,403 | New |
| BlackRock, Inc. | 8,642,048 | $917.9M | 0.02% | −33,674−0.4% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −460,464−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −155,144−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −73,940−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −63,447−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −62,277−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −58,854−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −17,786−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −14,810−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,662−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −11,366−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −8,281−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,128−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,756−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −7,510−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,101−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −7,002−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −5,789−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −5,254−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,110−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −4,705−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −3,445−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |