Federal Realty Investment Trust
FRT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000034903
In the last 90 days, Federal Realty Investment Trust insiders filed 0 open-market purchases and 1 sale; 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 |
|---|---|---|---|---|---|
| Blue Sparrow, LLC | 90,950 | $9.66M | 0.17% | +90,950 | New |
| Allianz Asset Management GmbH | 83,470 | $8.87M | 0.01% | +8,607+11.5% | Added |
| Yousif Capital Management, LLC | 79,987 | $8.50M | 0.10% | +6,402+8.7% | Added |
| Cresset Asset Management, LLC | 78,099 | $8.29M | 0.04% | +37,825+93.9% | Added |
| LPL Financial LLC | 77,534 | $8.23M | 0.00% | −3,475−4.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 77,038 | $8.18M | 0.02% | +77,038 | New |
| State of New Jersey Common Pension Fund D | 76,223 | $8.10M | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 75,938 | $8.07M | 0.01% | −8,075−9.6% | Reduced |
| Vanguard Asset Management, Ltd | 74,103 | $7.87M | 0.01% | +74,103 | New |
| New York State Common Retirement Fund | 70,388 | $7.48M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 70,349 | $7.47M | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 68,648 | $7.29M | 0.00% | +12,941+23.2% | Added |
| Mercer Global Advisors Inc | 68,563 | $7.28M | 0.01% | +13,007+23.4% | Added |
| CWM, LLC | 68,387 | $7.26M | 0.02% | +11,181+19.5% | Added |
| Robeco Institutional Asset Management B.V. | 68,384 | $7.26M | 0.01% | +16,384+31.5% | Added |
| Verition Fund Management LLC | 67,221 | $7.14M | 0.07% | +47,371+238.6% | Added |
| Manufacturers Life Insurance Company, The | 64,309 | $6.83M | 0.01% | +959+1.5% | Added |
| Nan Fung Trinity (HK) Ltd | 64,000 | $6.80M | 0.75% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 63,100 | $6.70M | 0.19% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,468 | $6.53M | 0.01% | −3,004−4.7% | Reduced |
| Retirement Systems of Alabama | 60,456 | $6.42M | 0.02% | −116−0.2% | Reduced |
| New York State Teachers Retirement System | 57,704 | $6.13M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,967 | $6.05M | 0.03% | +10,800+23.4% | Added |
| Guggenheim Capital LLC | 55,333 | $5.88M | 0.05% | +9,764+21.4% | Added |
| Resona Asset Management Co.,Ltd. | 55,378 | $5.79M | 0.03% | +2,529+4.8% | Added |
| Mattern Capital Management, LLC | 54,361 | $5.77M | 0.69% | −26,883−33.1% | Reduced |
| Prudential Financial Inc | 52,735 | $5.60M | 0.01% | +6,637+14.4% | Added |
| Van Eck Associates Corp | 51,640 | $5.49M | 0.00% | +6,208+13.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 51,541 | $5.47M | 0.92% | +3,105+6.4% | Added |
| State of Alaska, Department of Revenue | 50,310 | $5.34M | 0.06% | +445+0.9% | Added |
| Macquarie Group Ltd | 48,041 | $5.10M | 0.03% | −2,295−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 47,459 | $5.04M | 0.00% | −42−0.1% | Reduced |
| Cetera Investment Advisers | 47,313 | $5.03M | 0.01% | +40+0.1% | Added |
| FIL Ltd | 46,932 | $4.98M | 0.00% | +6,789+16.9% | Added |
| JB Capital LLC | 46,908 | $4.98M | 0.20% | +17,817+61.2% | Added |
| CIBC Bancorp USA Inc. | 45,800 | $4.86M | 0.01% | +45,800 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 44,932 | $4.77M | 0.01% | +39,029+661.2% | Added |
| Kinloch Capital, LLC | 44,002 | $4.67M | 1.91% | +8,754+24.8% | Added |
| Colony Group, LLC | 43,446 | $4.62M | 0.01% | +9,957+29.7% | Added |
| Atom Investors LP | 42,930 | $4.56M | 0.33% | +42,930 | New |
| National Bank of Canada | 42,631 | $4.53M | 0.00% | +1,421+3.4% | Added |
| Daiwa Securities Group Inc. | 42,003 | $4.46M | 0.01% | +1,495+3.7% | Added |
| Vert Asset Management LLC | 39,864 | $4.23M | 1.34% | +1,004+2.6% | Added |
| Virginia Retirement Systems Et Al | 39,600 | $4.21M | 0.03% | +4,800+13.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 39,337 | $4.18M | 0.01% | −1,144−2.8% | Reduced |
| Standard Life Aberdeen plc | 39,206 | $4.16M | 0.01% | −1,298−3.2% | Reduced |
| 1832 Asset Management L.P. | 39,050 | $4.15M | 0.01% | +6,360+19.5% | Added |
| Lincluden Management Ltd | 36,888 | $3.92M | 0.42% | −2,703−6.8% | Reduced |
| American Century Companies Inc | 36,501 | $3.88M | 0.00% | +3,005+9.0% | Added |
| Treasurer of the State of North Carolina | 36,416 | $3.87M | 0.01% | +780+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 36,256 | $3.85M | 0.03% | +514+1.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,552 | $3.75M | 0.01% | +9,432+30.3% | Added |
| Sophron Capital Management L.P. | 35,021 | $3.72M | 1.10% | +35,021 | New |
| Argonautica Private Wealth Management, Inc | 34,936 | $3.71M | 1.12% | −352−1.0% | Reduced |
| Franklin Resources Inc | 34,746 | $3.69M | 0.00% | −595−1.7% | Reduced |
| New Insight Wealth Advisors | 34,080 | $3.62M | 1.30% | +3,344+10.9% | Added |
| HighTower Advisors, LLC | 32,764 | $3.48M | 0.00% | +310+1.0% | Added |
| UniSuper Management Pty Ltd | 31,901 | $3.39M | 0.02% | −1,957−5.8% | Reduced |
| Trillium Asset Management, LLC | 28,922 | $3.37M | 0.11% | −2,387−7.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 30,663 | $3.26M | 0.01% | +5,018+19.6% | Added |
| Jones Financial Companies LLLP | 31,611 | $3.25M | 0.00% | +13,250+72.2% | Added |
| Vanguard National Trust Co | 30,530 | $3.24M | 0.20% | +30,530 | New |
| Captrust Financial Advisors | 29,954 | $3.18M | 0.01% | +4,254+16.6% | Added |
| Oak Thistle LLC | 29,682 | $3.15M | 0.31% | +5,926+24.9% | Added |
| Farmers & Merchants Investments Inc | 28,744 | $3.05M | 0.08% | +7,636+36.2% | Added |
| Squarepoint Ops LLC | 28,650 | $3.04M | 0.01% | +2,347+8.9% | Added |
| Toronto Dominion Bank | 28,505 | $3.03M | 0.01% | −9,631−25.3% | Reduced |
| Peapack Gladstone Financial Corp | 28,275 | $3.00M | 0.04% | −67−0.2% | Reduced |
| Handelsbanken Fonder AB | 25,600 | $2.72M | 0.01% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 24,951 | $2.65M | 0.74% | −6,604−20.9% | Reduced |
| NEOS Investment Management LLC | 25,201 | $2.65M | 0.01% | +13,046+107.3% | Added |
| Fifth Third Bancorp | 24,205 | $2.57M | 0.00% | +21,428+771.6% | Added |
| Entropy Technologies, LP | 23,129 | $2.46M | 0.11% | +18,916+449.0% | Added |
| Thrivent Financial for Lutherans | 23,188 | $2.44M | 0.00% | +300+1.3% | Added |
| Arizona State Retirement System | 22,517 | $2.39M | 0.01% | −244−1.1% | Reduced |
| Public Sector Pension Investment Board | 22,329 | $2.37M | 0.01% | +2,298+11.5% | Added |
| Metis Global Partners, LLC | 22,028 | $2.34M | 0.06% | +1,762+8.7% | Added |
| Citadel Advisors LLC | 21,779 | $2.31M | 0.00% | −269,065−92.5% | Reduced |
| Susquehanna International Group, LLP | 21,548 | $2.29M | 0.00% | −5,571−20.5% | Reduced |
| Holocene Advisors, LP | 21,472 | $2.28M | 0.01% | −25,498−54.3% | Reduced |
| Exchange Traded Concepts, LLC | 21,437 | $2.28M | 0.02% | +4,682+27.9% | Added |
| Czech National Bank | 21,382 | $2.27M | 0.01% | +682+3.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,583 | $2.19M | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 20,555 | $2.18M | 0.00% | +1,006+5.1% | Added |
| State of Michigan Retirement System | 20,524 | $2.18M | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 20,438 | $2.17M | 0.02% | +2,714+15.3% | Added |
| Allstate Corp | 19,834 | $2.11M | 0.02% | +15,049+314.5% | Added |
| DekaBank Deutsche Girozentrale | 19,491 | $2.10M | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 18,791 | $2.00M | 0.02% | +16,240+636.6% | Added |
| Natixis | 18,471 | $1.96M | 0.01% | −74,464−80.1% | Reduced |
| Richard Bernstein Advisors LLC | 18,279 | $1.94M | 0.06% | +18,279 | New |
| KLP Kapitalforvaltning AS | 18,000 | $1.91M | 0.01% | +500+2.9% | Added |
| CI Private Wealth, LLC | 18,014 | $1.88M | 0.00% | +6,814+60.8% | Added |
| Pictet Asset Management Holding SA | 17,484 | $1.86M | 0.00% | +1,006+6.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 17,211 | $1.83M | 0.00% | +3,423+24.8% | Added |
| Bokf, NA | 17,130 | $1.82M | 0.03% | −20,962−55.0% | Reduced |
| Brown Advisory Inc | 16,843 | $1.79M | 0.00% | −1,850−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,664 | $1.77M | 0.01% | +315+1.9% | Added |
| Pathway Financial Advisers, LLC | 16,395 | $1.74M | 0.49% | +3,508+27.2% | Added |
| AlTi Global, Inc. | 16,239 | $1.72M | 0.04% | −2,169−11.8% | Reduced |