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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.

Institutional holdersQ1 2026: 560 institutions
Q1 2021: 388 institutionsQ2 2021: 400 institutionsQ3 2021: 414 institutionsQ4 2021: 343 institutionsQ1 2022: 399 institutionsQ2 2022: 402 institutionsQ3 2022: 389 institutionsQ4 2022: 428 institutionsQ1 2023: 434 institutionsQ2 2023: 416 institutionsQ3 2023: 415 institutionsQ4 2023: 452 institutionsQ1 2024: 448 institutionsQ2 2024: 452 institutionsQ3 2024: 505 institutionsQ4 2024: 490 institutionsQ1 2025: 481 institutionsQ2 2025: 491 institutionsQ3 2025: 510 institutionsQ4 2025: 527 institutionsQ1 2026: 560 institutionsQ2 2026: 623 institutions
Value heldQ1 2026: $8.33B
Q1 2021: $7.49BQ2 2021: $8.81BQ3 2021: $8.81BQ4 2021: $7.56BQ1 2022: $8.95BQ2 2022: $7.19BQ3 2022: $6.98BQ4 2022: $7.97BQ1 2023: $7.65BQ2 2023: $7.63BQ3 2023: $7.14BQ4 2023: $8.03BQ1 2024: $8.12BQ2 2024: $7.98BQ3 2024: $9.34BQ4 2024: $9.53BQ1 2025: $8.08BQ2 2025: $7.79BQ3 2025: $7.70BQ4 2025: $8.47BQ1 2026: $8.33BQ2 2026: $10.6B
Institutions holding FRT and their total value by quarter
QuarterHoldersValue
Q2 2026623$10.6B
Q1 2026560$8.33B
Q4 2025527$8.47B
Q3 2025510$7.70B
Q2 2025491$7.79B
Q1 2025481$8.08B
Q4 2024490$9.53B
Q3 2024505$9.34B
Q2 2024452$7.98B
Q1 2024448$8.12B
Q4 2023452$8.03B
Q3 2023415$7.14B
Q2 2023416$7.63B
Q1 2023434$7.65B
Q4 2022428$7.97B
Q3 2022389$6.98B
Q2 2022402$7.19B
Q1 2022399$8.95B
Q4 2021343$7.56B
Q3 2021414$8.81B
Q2 2021400$8.81B
Q1 2021388$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.

Institutions holding FRT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Freedom, LLC67$7.07K0.00%00.0%Unchanged
Sunbelt Securities, Inc.58$6.17K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC57$6.05K0.00%+57New
Ronald Blue Trust, Inc.56$5.95K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc55$5.87K0.00%+28+103.7%Added
Sachetta, LLC54$5.74K0.00%+31+134.8%Added
Bell Investment Advisors, Inc47$4.99K0.00%00.0%Unchanged
Truvestments Capital LLC45$4.78K0.00%+45New
CVA Family Office, LLC40$4.25K0.00%00.0%Unchanged
Ares Financial Consulting, LLC33$3.50K0.00%00.0%Unchanged
Grove Bank & Trust31$3.29K0.00%00.0%Unchanged
Salomon & Ludwin, LLC30$3.20K0.00%00.0%Unchanged
Manchester Capital Management LLC29$3.08K0.00%00.0%Unchanged
MV Capital Management, Inc.29$3.08K0.00%00.0%Unchanged
Spire Wealth Management29$3.08K0.00%−143−83.1%Reduced
Harbour Investments, Inc.29$3.08K0.00%+8+38.1%Added
Valley National Advisers Inc31$3.00K0.00%00.0%Unchanged
Covestor Ltd31$3.00K0.00%+25+416.7%Added
AdvisorNet Financial, Inc26$2.76K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.26$2.76K0.00%+19+271.4%Added
Golden State Equity Partners23$2.44K0.00%+23New
UMA Financial Services, Inc.21$2.23K0.00%00.0%Unchanged
Financial Consulate, Inc20$2.13K0.00%00.0%Unchanged
Sound Income Strategies, LLC20$2.12K0.00%00.0%Unchanged
Elequin Capital LP18$1.91K0.00%−20−52.6%Reduced
MidFirst Bank18$1.91K0.00%+18New
Kozak & Associates, Inc.17$1.82K0.00%00.0%Unchanged
Rialto Wealth Management, LLC15$1.59K0.00%+10+200.0%Added
Clayton Financial Group LLC14$1.49K0.00%+4+40.0%Added
Clear Street Markets LLC13$1.38K0.00%−104−88.9%Reduced
Burk Holdings LLC13$1.38K0.00%+13New
Dunhill Financial, LLC11$1.26K0.00%00.0%Unchanged
Arlington Trust Co LLC11$1.17K0.00%+11New
South State Corp.10$1.06K0.00%−19−65.5%Reduced
Legacy Wealth Managment, LLC10$1.06K0.00%00.0%Unchanged
Intentional Wealth Strategies, LLC10$1.06K0.00%+10New
Rossby Financial, LCC10$1.06K0.00%00.0%Unchanged
Basepoint Wealth LLC10$1.01K0.00%+1+11.1%Added
Avion Wealth16$1.00K0.00%00.0%Unchanged
TFC Financial Management8$8500.00%00.0%Unchanged
Golden State Wealth Management, LLC8$8500.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$8500.00%00.0%Unchanged
Synergy Investment Management, LLC8$8500.00%+8New
Signature Equity Partners, LLC8$8200.00%00.0%Unchanged
Clark Wealth Partners7$7440.00%+3+75.0%Added
Annis Gardner Whiting Capital Advisors, LLC7$7440.00%+4+133.3%Added
ZRC Wealth Management, LLC5$5320.00%+5New
City State Bank5$5310.00%00.0%Unchanged
JPL Wealth Management, LLC4$4250.00%+4New
Caitlin John, LLC4$3820.00%00.0%Unchanged
Quaker Wealth Management, LLC3$3190.00%00.0%Unchanged
Tidemark, LLC3$3190.00%+3New
American Capital Advisory, LLC2$2130.00%00.0%Unchanged
Colonial Trust Co2$2120.00%00.0%Unchanged
Private Wealth Management Group, LLC1$1070.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1060.00%00.0%Unchanged
Silicon Valley Capital Partners1$1060.00%+1New
Napier Financial, LLC1$1060.00%+1New
Ogorek Anthony Joseph6$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
Alyeska Investment Group, L.P.0$00.00%−460,464−100.0%Sold out
SG Americas Securities, LLC0$00.00%−155,144−100.0%Sold out
Apollo Management Holdings, L.P.0$00.00%−73,940−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−63,447−100.0%Sold out
Greenland Capital Management LP0$00.00%−62,277−100.0%Sold out
Algert Global LLC0$00.00%−58,854−100.0%Sold out
Stableford Capital II LLC0$00.00%−17,786−100.0%Sold out
Northstar Advisory Group, LLC0$00.00%−14,810−100.0%Sold out
HRT Financial LP0$00.00%−11,662−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−11,366−100.0%Sold out
Quest Partners LLC0$00.00%−8,281−100.0%Sold out
Inceptionr LLC0$00.00%−8,128−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−7,756−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−7,510−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−7,101−100.0%Sold out
Rakuten Investment Management, Inc.0$00.00%−7,002−100.0%Sold out
Vanderbilt University0$00.00%−5,789−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−5,254−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,110−100.0%Sold out
VARCOV Co.0$00.00%−4,705−100.0%Sold out
Sage Mountain Advisors LLC0$00.00%−3,445−100.0%Sold out
Weiss Asset Management LP0$00.00%−2,430−100.0%Sold out
Y.D. More Investments Ltd0$00.00%−1,082−100.0%Sold out
Danske Bank A/S0$00.00%−700−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−414−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−267−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−254−100.0%Sold out
Park Square Financial Group, LLC0$00.00%−221−100.0%Sold out
Sentry Investment Management LLC0$00.00%−213−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−101−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−84−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−87−100.0%Sold out
Nemes Rush Group LLC0$00.00%−55−100.0%Sold out
SWAN Capital LLC0$00.00%−31−100.0%Sold out
Founders Capital Management0$00.00%−20−100.0%Sold out
Howard Hughes Medical Institute0$00.00%−16−100.0%Sold out
Wealth Watch Advisors, INC0$00.00%−9−100.0%Sold out
Leonteq Securities AG0$00.00%−2−100.0%Sold out
DV Trading LLC0$00.00%−1−100.0%Sold out
Vanguard Group Inc––––Not filed