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 |
|---|---|---|---|---|---|
| Jackson Thornton Asset Management, LLC | 4,858 | $529.8K | 0.05% | +17+0.4% | Added |
| Allworth Financial LP | 4,867 | $516.9K | 0.00% | +1,125+30.1% | Added |
| Sanctuary Advisors, LLC | 4,805 | $510.3K | 0.00% | +202+4.4% | Added |
| Prelude Capital Management, LLC | 4,790 | $508.7K | 0.04% | +2,740+133.7% | Added |
| Mizuho Securities USA LLC | 4,746 | $504.1K | 0.01% | −970−17.0% | Reduced |
| MML Investors Services, LLC | 4,679 | $496.9K | 0.00% | −725−13.4% | Reduced |
| GAMMA Investing LLC | 4,678 | $496.9K | 0.02% | +1,280+37.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,603 | $488.9K | 0.01% | +4,603 | New |
| Vident Advisory, LLC | 4,592 | $487.7K | 0.00% | −1,318−22.3% | Reduced |
| Stephens Inc | 4,525 | $480.6K | 0.01% | +1,162+34.6% | Added |
| Toroso Investments, LLC | 4,533 | $476.7K | 0.00% | +2,303+103.3% | Added |
| Hartford Investment Management Co | 4,481 | $475.9K | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 4,395 | $466.8K | 0.00% | −573,526−99.2% | Reduced |
| Frec Markets, Inc. | 4,371 | $464.2K | 0.08% | +4,371 | New |
| Abel Hall, LLC | 4,361 | $463.2K | 0.10% | +172+4.1% | Added |
| Waddell & Associates, LLC | 4,311 | $457.9K | 0.03% | +1,333+44.8% | Added |
| Morningstar Investment Management LLC | 4,265 | $453.0K | 0.03% | −292−6.4% | Reduced |
| Apollon Wealth Management, LLC | 4,260 | $452.5K | 0.01% | +509+13.6% | Added |
| Machina Capital S.A.S. | 4,223 | $448.5K | 0.09% | −11,643−73.4% | Reduced |
| MAI Capital Management | 4,196 | $445.7K | 0.00% | +2,557+156.0% | Added |
| Private Advisor Group, LLC | 4,195 | $445.5K | 0.00% | −22−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 4,120 | $437.6K | 0.00% | +4,120 | New |
| DoubleLine ETF Adviser LP | 4,070 | $432.3K | 0.16% | −1,007−19.8% | Reduced |
| Freestone Grove Partners LP | 4,065 | $431.7K | 0.00% | −258,792−98.5% | Reduced |
| Creative Financial Designs Inc | 4,059 | $431.2K | 0.03% | +3,253+403.6% | Added |
| DnB Asset Management AS | 4,010 | $425.9K | 0.00% | +4,010 | New |
| Louisiana State Employees Retirement System | 4,000 | $424.8K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,978 | $422.5K | 0.00% | +3,978 | New |
| Ethic Inc. | 3,976 | $422.2K | 0.01% | −280−6.6% | Reduced |
| Picton Mahoney Asset Management | 3,958 | $420.4K | 0.00% | +3,958 | New |
| Maryland State Retirement & Pension System | 3,945 | $419.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,895 | $413.7K | 0.00% | −292−7.0% | Reduced |
| Syon Capital LLC | 3,863 | $410.3K | 0.02% | +348+9.9% | Added |
| Rothschild Investment LLC | 3,830 | $406.8K | 0.02% | +1,163+43.6% | Added |
| Glenmede Trust Co NA | 3,792 | $402.7K | 0.00% | −66−1.7% | Reduced |
| Walleye Trading LLC | 3,790 | $402.5K | 0.01% | +3,790 | New |
| AlphaCore Capital LLC | 3,718 | $394.9K | 0.01% | +618+19.9% | Added |
| Kera Capital Partners, Inc. | 3,685 | $391.4K | 0.05% | +764+26.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,685 | $391.3K | 0.02% | −420−10.2% | Reduced |
| DGS Capital Management, LLC | 3,671 | $389.9K | 0.06% | −789−17.7% | Reduced |
| National Wealth Management Group, LLC | 3,668 | $389.6K | 0.15% | +3,668 | New |
| New Mexico Educational Retirement Board | 3,650 | $388.0K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,620 | $384.5K | 0.01% | −421−10.4% | Reduced |
| Ensign Peak Advisors, Inc | 3,591 | $381.4K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,547 | $376.7K | 0.01% | +3,547 | New |
| Tower Research Capital LLC (TRC) | 3,478 | $369.4K | 0.01% | −988−22.1% | Reduced |
| Warren Averett Asset Management, LLC | 3,367 | $357.6K | 0.00% | +613+22.3% | Added |
| Strategy Asset Managers LLC | 3,320 | $352.6K | 0.06% | +281+9.2% | Added |
| US Bancorp | 3,295 | $350.0K | 0.00% | +612+22.8% | Added |
| 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 |
| Caerus Investment Advisors, LLC | 3,289 | $349.3K | 0.15% | −2,059−38.5% | Reduced |
| Advisor Resource Council | 3,252 | $345.4K | 0.14% | +132+4.2% | Added |
| MUFG Securities EMEA plc | 3,222 | $342.2K | 0.01% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 3,193 | $339.1K | 0.10% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,186 | $338.4K | 0.00% | +47+1.5% | Added |
| Gen-Wealth Partners Inc | 3,178 | $337.6K | 0.11% | +49+1.6% | Added |
| Quadrant Capital Group LLC | 3,093 | $328.5K | 0.01% | −31−1.0% | Reduced |
| Camden Capital, LLC | 3,055 | $324.5K | 0.02% | +3,055 | New |
| Nomura Asset Management International Inc. | 3,056 | $324.0K | 0.00% | −12−0.4% | Reduced |
| Sentinus, LLC | 3,047 | $323.6K | 0.03% | +468+18.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,011 | $319.8K | 0.13% | −889−22.8% | Reduced |
| Blair William & Co | 2,998 | $318.4K | 0.00% | +238+8.6% | Added |
| Farther Finance Advisors, LLC | 2,979 | $316.0K | 0.00% | +278+10.3% | Added |
| V-Square Quantitative Management LLC | 2,965 | $314.9K | 0.03% | +117+4.1% | Added |
| Kestra Advisory Services, LLC | 2,931 | $311.3K | 0.00% | −2,689−47.8% | Reduced |
| Baker Avenue Asset Management, LP | 2,908 | $308.9K | 0.01% | +2,908 | New |
| RFG Advisory, LLC | 2,907 | $308.7K | 0.01% | −796−21.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,890 | $307.0K | 0.13% | +2,890 | New |
| XML Financial, LLC | 2,855 | $303.2K | 0.02% | +270+10.4% | Added |
| Sterling Capital Management LLC | 2,854 | $303.1K | 0.01% | −2,189−43.4% | Reduced |
| Fiduciary Group LLC | 2,853 | $303.0K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,853 | $303.0K | 0.00% | +316+12.5% | Added |
| waypoint wealth counsel | 2,845 | $302.2K | 0.16% | −439−13.4% | Reduced |
| Essential Partners LLC | 2,825 | $300.0K | 0.10% | +11+0.4% | Added |
| CSS LLC | 2,810 | $298.4K | 0.02% | −10−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,756 | $292.7K | 0.01% | +436+18.8% | Added |
| Monetary Management Group Inc | 2,750 | $292.1K | 0.07% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,749 | $292.0K | 0.02% | +2,749 | New |
| Credit Agricole S A | 2,737 | $290.7K | 0.00% | −8,511−75.7% | Reduced |
| Atlantic Union Bankshares Corp | 2,722 | $289.1K | 0.01% | +2+0.1% | Added |
| Ofi Invest Asset Management | 3,132 | $288.7K | 0.00% | −579−15.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,705 | $287.3K | 0.01% | +602+28.6% | Added |
| Sound Financial Strategies Group, LLC | 2,703 | $287.1K | 0.20% | −4,088−60.2% | Reduced |
| Skopos Labs, Inc. | 2,675 | $284.1K | 0.01% | +2,675 | New |
| Transcend Wealth Collective, LLC | 2,655 | $282.0K | 0.02% | +166+6.7% | Added |
| KBC Group NV | 2,626 | $279.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 2,561 | $272.0K | 0.00% | +162+6.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,545 | $269.7K | 0.00% | −191−7.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,512 | $266.8K | 0.00% | +4+0.2% | Added |
| North Dakota State Investment Board | 2,487 | $264.1K | 0.01% | −446−15.2% | Reduced |
| KCM Investment Advisors LLC | 2,473 | $262.7K | 0.01% | −199−7.4% | Reduced |
| Hilltop Holdings Inc. | 2,450 | $260.2K | 0.02% | +2,450 | New |
| Sagewood Asset Management LP | 2,391 | $253.9K | 0.08% | −299−11.1% | Reduced |
| RSM US Wealth Management LLC | 2,346 | $249.2K | 0.00% | +2,346 | New |
| Patton Fund Management, Inc. | 2,333 | $247.8K | 0.04% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,313 | $245.7K | 0.04% | −36−1.5% | Reduced |
| GTS Securities LLC | 2,285 | $242.7K | 0.01% | +2,285 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,267 | $240.8K | 0.02% | +21+0.9% | Added |
| Pinnacle Associates Ltd | 2,265 | $240.6K | 0.00% | +21+0.9% | Added |