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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 2,259 | $239.9K | 0.00% | +214+10.5% | Added |
| Evoke Wealth, LLC | 2,251 | $239.1K | 0.00% | +2,251 | New |
| Clearstead Advisors, LLC | 2,231 | $236.9K | 0.00% | +1,684+307.9% | Added |
| Parcion Private Wealth LLC | 2,218 | $235.6K | 0.01% | −217−8.9% | Reduced |
| Loudon Investment Management, LLC | 2,215 | $235.3K | 0.13% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,199 | $233.6K | 0.00% | −46−2.0% | Reduced |
| EntryPoint Capital, LLC | 2,188 | $232.4K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 2,187 | $232.3K | 0.00% | +2,053+1,532.1% | Added |
| Powell Investment Advisors, LLC | 2,183 | $231.9K | 0.08% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,174 | $230.9K | 0.02% | +2,174 | New |
| MUFG Securities Americas Inc. | 2,172 | $230.7K | 0.01% | +57+2.7% | Added |
| Atomi Financial Group, Inc. | 2,153 | $228.7K | 0.01% | +2,153 | New |
| Lafayette Investments, Inc. | 2,150 | $228.4K | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,143 | $227.6K | 0.00% | +2,143 | New |
| Savant Capital, LLC | 2,133 | $226.6K | 0.00% | +2,133 | New |
| Securian Asset Management, Inc | 2,095 | $222.5K | 0.01% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 2,080 | $220.9K | 0.08% | +2,080 | New |
| Wealthfront Advisers LLC | 2,056 | $218.4K | 0.00% | +2,056 | New |
| Quarry LP | 2,027 | $215.3K | 0.04% | +866+74.6% | Added |
| Financial Network Wealth Management LLC | 2,000 | $212.0K | 0.07% | 00.0% | Unchanged |
| Platform Technology Partners | 1,988 | $211.1K | 0.04% | +1,988 | New |
| CenterStar Asset Management, LLC | 1,973 | $209.7K | 0.20% | +1,973 | New |
| Equitable Holdings, Inc. | 1,953 | $207.4K | 0.00% | −130−6.2% | Reduced |
| Flagship Harbor Advisors, LLC | 1,949 | $207.1K | 0.01% | +333+20.6% | Added |
| Kempen Capital Management N.V. | 1,947 | $206.8K | 0.00% | −32,888−94.4% | Reduced |
| Brown Brothers Harriman & Co | 1,943 | $206.4K | 0.00% | +681+54.0% | Added |
| Panagora Asset Management Inc | 1,927 | $204.7K | 0.00% | +1,927 | New |
| Lewis Asset Management, LLC | 1,925 | $204.4K | 0.08% | +1,925 | New |
| Versant Capital Management, Inc | 1,914 | $203.3K | 0.02% | +1,418+285.9% | Added |
| BFSG, LLC | 1,873 | $198.9K | 0.02% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 1,758 | $186.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,649 | $175.1K | 0.00% | +513+45.2% | Added |
| CX Institutional | 1,562 | $166.0K | 0.01% | −103−6.2% | Reduced |
| IFP Advisors, Inc | 1,527 | $162.2K | 0.00% | +11+0.7% | Added |
| Mather Group, LLC. | 1,353 | $143.7K | 0.00% | +1,353 | New |
| Bessemer Group Inc | 1,327 | $141.0K | 0.00% | +500+60.5% | Added |
| Smartleaf Asset Management LLC | 1,319 | $137.8K | 0.00% | +159+13.7% | Added |
| Aster Capital Management (DIFC) Ltd | 1,394 | $136.4K | 0.04% | +1,394 | New |
| Cassaday & Co Wealth Management LLC | 1,251 | $132.9K | 0.00% | +1,251 | New |
| GF Fund Management Co. Ltd. | 1,240 | $131.7K | 0.00% | −118−8.7% | Reduced |
| NBC Securities, Inc. | 1,157 | $123.0K | 0.01% | −1−0.1% | Reduced |
| TD Waterhouse Canada Inc. | 1,058 | $112.1K | 0.00% | +420+65.8% | Added |
| Whittier Trust Co | 1,000 | $106.8K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 923 | $98.1K | 0.03% | +31+3.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 890 | $94.5K | 0.00% | +890 | New |
| Contravisory Investment Management, Inc. | 761 | $80.8K | 0.02% | +761 | New |
| Steigerwald, Gordon & Koch Inc. | 732 | $77.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 729 | $77.4K | 0.01% | −18−2.4% | Reduced |
| Signaturefd, LLC | 658 | $69.9K | 0.00% | −256−28.0% | Reduced |
| Hantz Financial Services, Inc. | 652 | $69.0K | 0.00% | +234+56.0% | Added |
| Tema ETFs LLC | 597 | $63.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 527 | $60.3K | 0.00% | +1+0.2% | Added |
| Larson Financial Group LLC | 542 | $57.5K | 0.00% | −72−11.7% | Reduced |
| Kingdom Financial Group LLC. | 518 | $55.0K | 0.02% | −45−8.0% | Reduced |
| Lloyd Advisory Services, LLC. | 518 | $55.0K | 0.02% | +518 | New |
| True Wealth Design, LLC | 469 | $49.8K | 0.01% | +201+75.0% | Added |
| Eastern Bank | 450 | $47.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 377 | $40.0K | 0.00% | +45+13.6% | Added |
| SJS Investment Consulting Inc. | 362 | $38.4K | 0.00% | +152+72.4% | Added |
| Advisory Services Network, LLC | 360 | $38.3K | 0.00% | +360 | New |
| Delta Asset Management LLC | 350 | $37.2K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 350 | $37.2K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 332 | $35.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 329 | $34.9K | 0.00% | −6−1.8% | Reduced |
| Private Trust Co NA | 322 | $34.2K | 0.00% | −10−3.0% | Reduced |
| Loomis Sayles & Co L P | 306 | $32.5K | 0.00% | −119−28.0% | Reduced |
| Hilltop National Bank | 300 | $31.9K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 290 | $30.8K | 0.02% | −10−3.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 288 | $30.6K | 0.00% | +10+3.6% | Added |
| Anchor Investment Management, LLC | 270 | $28.7K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 258 | $27.4K | 0.00% | +72+38.7% | Added |
| Montag A & Associates Inc | 240 | $25.5K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 240 | $25.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 225 | $23.9K | 0.00% | −65−22.4% | Reduced |
| Root Financial Partners, LLC | 216 | $22.9K | 0.00% | +211+4,220.0% | Added |
| Onefund, LLC | 214 | $22.7K | 0.01% | −1−0.5% | Reduced |
| Cohen & Steers, Inc. | 205 | $22.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 200 | $21.2K | 0.00% | +1+0.5% | Added |
| Itau Unibanco Holding S.A. | 199 | $21.1K | 0.00% | +199 | New |
| Hughes Financial Services, LLC | 185 | $19.6K | 0.00% | +185 | New |
| Glen Eagle Advisors, LLC | 168 | $17.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 143 | $15.2K | 0.01% | −1,190−89.3% | Reduced |
| Pflug Koory, LLC | 138 | $14.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 134 | $14.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 132 | $14.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 129 | $13.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 126 | $13.4K | 0.00% | −175−58.1% | Reduced |
| Assetmark, Inc | 123 | $13.1K | 0.00% | +44+55.7% | Added |
| Basecamp Wealth Advisors LLC | 117 | $12.4K | 0.00% | +47+67.1% | Added |
| Wealth Preservation Advisors, LLC | 117 | $12.4K | 0.01% | +117 | New |
| Dogwood Wealth Management LLC | 102 | $10.8K | 0.00% | +10+10.9% | Added |
| Dynamic Wealth Strategies, LLC | 100 | $10.6K | 0.01% | −56−35.9% | Reduced |
| Byrne Asset Management LLC | 100 | $10.6K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 97 | $10.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $10.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 85 | $9.03K | 0.00% | +85 | New |
| Highline Wealth Partners LLC | 75 | $7.97K | 0.00% | +75 | New |
| TD Private Client Wealth LLC | 70 | $7.43K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 68 | $7.22K | 0.00% | 00.0% | Unchanged |