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 |
|---|---|---|---|---|---|
| Vestcor Inc | 16,137 | $1.71M | 0.05% | +16,137 | New |
| Nisa Investment Advisors, LLC | 16,051 | $1.70M | 0.01% | −5,394−25.2% | Reduced |
| Voya Investment Management LLC | 15,982 | $1.70M | 0.00% | −31−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,110 | $1.60M | 0.01% | +1,987+15.1% | Added |
| Blackhawk Capital Partners LLC. | 14,954 | $1.59M | 0.58% | −57−0.4% | Reduced |
| Summit Trail Advisors, LLC | 14,886 | $1.58M | 0.02% | +5,429+57.4% | Added |
| Sigma Planning Corp | 14,793 | $1.57M | 0.04% | +1,388+10.4% | Added |
| Amalgamated Bank | 14,625 | $1.55M | 0.01% | −362−2.4% | Reduced |
| Renaissance Technologies LLC | 14,300 | $1.52M | 0.00% | +14,300 | New |
| IFM Investors Pty Ltd | 13,990 | $1.49M | 0.01% | +127+0.9% | Added |
| Utah Retirement Systems | 13,933 | $1.48M | 0.02% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 13,650 | $1.45M | 0.25% | −135−1.0% | Reduced |
| Polymer Capital Management (US) LLC | 13,581 | $1.44M | 0.21% | −7,843−36.6% | Reduced |
| TD Asset Management Inc | 13,449 | $1.43M | 0.00% | −763−5.4% | Reduced |
| Erste Asset Management GmbH | 13,300 | $1.39M | 0.01% | +4,700+54.7% | Added |
| Nissay Asset Management Corp | 12,479 | $1.33M | 0.01% | +470+3.9% | Added |
| Lido Advisors, LLC | 12,415 | $1.32M | 0.01% | +76+0.6% | Added |
| Brighton Jones LLC | 12,152 | $1.29M | 0.03% | +12,152 | New |
| Horizon Investments, LLC | 12,208 | $1.28M | 0.01% | −4,284−26.0% | Reduced |
| Pacer Advisors, Inc. | 12,016 | $1.28M | 0.00% | +5,854+95.0% | Added |
| Advisor Group Holdings, Inc. | 11,930 | $1.27M | 0.00% | +1,172+10.9% | Added |
| Coldstream Capital Management Inc | 11,799 | $1.25M | 0.02% | +812+7.4% | Added |
| Xponance, Inc. | 11,724 | $1.25M | 0.01% | +4,745+68.0% | Added |
| Nomura Holdings Inc | 11,437 | $1.21M | 0.01% | +1,804+18.7% | Added |
| GeoWealth Management, LLC | 11,407 | $1.21M | 0.04% | +405+3.7% | Added |
| Marshall Financial Group LLC | 11,308 | $1.20M | 0.19% | −40.0% | Reduced |
| State of Wisconsin Investment Board | 11,242 | $1.19M | 0.00% | +5,469+94.7% | Added |
| Summit Financial, LLC | 11,151 | $1.18M | 0.02% | +610+5.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,055 | $1.17M | 0.01% | +1,566+16.5% | Added |
| PFW Advisors LLC | 10,958 | $1.16M | 0.37% | +10,958 | New |
| Cambridge Investment Research Advisors, Inc. | 10,934 | $1.16M | 0.00% | −809−6.9% | Reduced |
| Kestra Private Wealth Services, LLC | 10,523 | $1.12M | 0.01% | +6,674+173.4% | Added |
| O'Shaughnessy Asset Management, LLC | 10,393 | $1.10M | 0.01% | +2,448+30.8% | Added |
| Change Path, LLC | 10,359 | $1.10M | 0.03% | +10,359 | New |
| Allspring Global Investments Holdings, LLC | 10,337 | $1.10M | 0.00% | +940+10.0% | Added |
| TCG Advisory Services, LLC | 10,200 | $1.08M | 0.03% | +2,084+25.7% | Added |
| Stoneridge Investment Partners LLC | 10,169 | $1.08M | 0.78% | −1,529−13.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 10,147 | $1.08M | 0.06% | +4,059+66.7% | Added |
| ING Groep NV | 10,126 | $1.08M | 0.01% | −20−0.2% | Reduced |
| Spirit of America Management Corp | 9,700 | $1.03M | 0.20% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 9,562 | $1.02M | 0.18% | −5,059−34.6% | Reduced |
| Empire Financial Management Company, LLC | 9,529 | $1.01M | 0.23% | +9,529 | New |
| NorthRock Partners, LLC | 9,516 | $1.01M | 0.02% | +9,516 | New |
| National Philanthropic Trust | 9,485 | $1.01M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 9,433 | $1.00M | 0.00% | +30+0.3% | Added |
| Merit Financial Group, LLC | 9,356 | $993.8K | 0.01% | +1,141+13.9% | Added |
| Integrated Wealth Concepts LLC | 9,303 | $988.1K | 0.01% | +4,006+75.6% | Added |
| Buckingham Strategic Partners | 9,268 | $984.4K | 0.01% | +9,268 | New |
| Ameritas Investment Partners, Inc. | 9,163 | $973.2K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,979 | $953.7K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,611 | $948.3K | 0.02% | +3,534+69.6% | Added |
| JustInvest LLC | 8,922 | $947.6K | 0.01% | +1,709+23.7% | Added |
| Norinchukin Bank, The | 8,605 | $913.9K | 0.01% | −110−1.3% | Reduced |
| Pathstone Holdings, LLC | 8,565 | $909.7K | 0.00% | −1,464−14.6% | Reduced |
| Mutual of America Capital Management LLC | 8,349 | $886.7K | 0.01% | −80−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 8,272 | $878.6K | 0.00% | +523+6.7% | Added |
| Fort Point Capital Partners LLC | 8,035 | $853.4K | 0.11% | +287+3.7% | Added |
| Ascent Group, LLC | 8,022 | $852.0K | 0.03% | −3,643−31.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 8,000 | $849.7K | 0.14% | +8,000 | New |
| Groupama Asset Managment | 7,908 | $839.9K | 0.01% | −7,988−50.3% | Reduced |
| Neuberger Berman Group LLC | 7,860 | $834.8K | 0.00% | −104,081−93.0% | Reduced |
| Benjamin Edwards Inc | 7,813 | $829.9K | 0.01% | −104−1.3% | Reduced |
| Prospera Financial Services Inc | 7,750 | $823.0K | 0.01% | +1,844+31.2% | Added |
| Rafferty Asset Management, LLC | 7,722 | $820.2K | 0.00% | −2,429−23.9% | Reduced |
| Teacher Retirement System of Texas | 7,609 | $808.2K | 0.00% | +591+8.4% | Added |
| Bull Harbor Capital LLC | 7,569 | $803.9K | 0.22% | +7,569 | New |
| Joel Isaacson & Co., LLC | 7,496 | $796.1K | 0.03% | −389−4.9% | Reduced |
| IMC-Chicago, LLC | 7,485 | $795.0K | 0.01% | +7,485 | New |
| Burke & Herbert Bank & Trust Co | 7,335 | $779.0K | 0.22% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 7,154 | $759.8K | 0.15% | +694+10.7% | Added |
| CWM Advisors, LLC | 7,087 | $752.7K | 0.04% | +3,848+118.8% | Added |
| Evolve Private Wealth, LLC | 7,064 | $750.3K | 0.04% | −156−2.2% | Reduced |
| Independent Advisor Alliance | 7,055 | $749.3K | 0.01% | −428−5.7% | Reduced |
| Canada Pension Plan Investment Board | 7,000 | $743.5K | 0.00% | +5,400+337.5% | Added |
| Ar Asset Management Inc | 7,000 | $743.0K | 0.14% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,912 | $734.1K | 0.00% | −10,679−60.7% | Reduced |
| Storebrand Asset Management AS | 6,854 | $728.0K | 0.00% | −568−7.7% | Reduced |
| 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 |
| MSH Capital Advisors LLC | 6,636 | $704.8K | 0.15% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,606 | $701.6K | 0.01% | −331−4.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,581 | $699.0K | 0.00% | +467+7.6% | Added |
| Ninety One UK Ltd | 6,565 | $697.3K | 0.00% | +6,565 | New |
| Campbell & CO Investment Adviser LLC | 6,499 | $690.3K | 0.04% | +6,499 | New |
| Krilogy Financial LLC | 6,261 | $689.0K | 0.02% | −87−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 6,411 | $681.0K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 6,405 | $680.0K | 0.06% | +410+6.8% | Added |
| DRW Securities, LLC | 6,265 | $665.4K | 0.04% | +3,905+165.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 6,165 | $654.8K | 0.06% | −295−4.6% | Reduced |
| Pinebridge Investments LLC | 6,152 | $653.4K | 0.01% | +6,152 | New |
| Revisor Wealth Management LLC | 6,049 | $641.3K | 0.18% | −38−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,998 | $637.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,912 | $627.9K | 0.00% | −112−1.9% | Reduced |
| Atria Investments LLC | 5,884 | $625.0K | 0.01% | −594−9.2% | Reduced |
| Global X Japan Co., Ltd. | 5,867 | $623.1K | 0.03% | +151+2.6% | Added |
| MQS Management LLC | 5,734 | $609.0K | 0.41% | +5,734 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5,659 | $601.0K | 0.00% | −8,603−60.3% | Reduced |
| HB Wealth Management, LLC | 5,557 | $590.2K | 0.00% | +1,064+23.7% | Added |
| NorthCrest Asset Manangement, LLC | 5,474 | $584.6K | 0.02% | −255−4.5% | Reduced |
| Swiss Life Asset Management Ltd | 5,281 | $560.9K | 0.00% | +1,072+25.5% | Added |