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Federal Realty Investment Trust

FRT
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000034903

No open-market purchases or sales by Federal Realty Investment Trust insiders were filed in the last 90 days; 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, Q2 2026

Institutional positions in Federal Realty Investment Trust as of Jun 30, 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
623
+69 vs. Q1 2026
Shares held
85.5M
+7.53M (+9.7%) vs. Q1 2026
Total value
$10.6B
+$2.28B (+27.6%) vs. Q1 2026
New holders
117
244 more added
Sold out
48
166 more reduced

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 623 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 heldQ2 2026: $10.6B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q1 2026.

Institutions holding FRT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph6$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
Private Wealth Management Group, LLC1$1240.00%00.0%Unchanged
Silicon Valley Capital Partners1$1250.00%00.0%Unchanged
American Capital Advisory, LLC2$2470.00%00.0%Unchanged
Colonial Trust Co2$2470.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$2470.00%+2New
Cornerstone Planning Group LLC2$2500.00%+2New
Tidemark, LLC3$3700.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.3$3700.00%+2+200.0%Added
SHP Wealth Management3$3700.00%+3New
Quaker Wealth Management, LLC3$3710.00%00.0%Unchanged
Caitlin John, LLC4$4480.00%00.0%Unchanged
JFS Wealth Advisors, LLC4$4940.00%+4New
City State Bank5$6170.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$6170.00%+5New
Clark Wealth Partners7$8650.00%00.0%Unchanged
Signature Equity Partners, LLC8$9630.00%00.0%Unchanged
Golden State Wealth Management, LLC8$9880.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$9880.00%00.0%Unchanged
Covestor Ltd7$1.00K0.00%−24−77.4%Reduced
JPL Wealth Management, LLC9$1.11K0.00%+5+125.0%Added
Bogart Wealth, LLC9$1.11K0.00%+9New
Basepoint Wealth LLC10$1.19K0.00%00.0%Unchanged
South State Corp.10$1.24K0.00%00.0%Unchanged
Fulcrum Asset Management LLP10$1.25K0.00%+10New
Arlington Trust Co LLC11$1.36K0.00%00.0%Unchanged
Dunhill Financial, LLC11$1.41K0.00%00.0%Unchanged
TFC Financial Management12$1.48K0.00%+4+50.0%Added
Burk Holdings LLC13$1.60K0.00%00.0%Unchanged
Fortis Group Advisors, LLC15$1.85K0.00%+15New
Valley National Advisers Inc16$1.98K0.00%−15−48.4%Reduced
Avion Wealth22$2.00K0.00%+6+37.5%Added
Kozak & Associates, Inc.17$2.04K0.00%00.0%Unchanged
Harbour Investments, Inc.18$2.22K0.00%−11−37.9%Reduced
MidFirst Bank18$2.22K0.00%00.0%Unchanged
Clear Street Markets LLC18$2.22K0.00%+5+38.5%Added
Noble Wealth Management PBC18$2.22K0.00%+18New
Continuum Advisory, LLC19$2.35K0.00%+19New
Financial Consulate, Inc20$2.47K0.00%00.0%Unchanged
West Paces Advisors Inc.21$2.59K0.00%+21New
Rialto Wealth Management, LLC22$2.72K0.00%+7+46.7%Added
Rossby Financial, LCC25$3.09K0.00%+15+150.0%Added
AdvisorNet Financial, Inc26$3.21K0.00%00.0%Unchanged
Manchester Capital Management LLC29$3.58K0.00%00.0%Unchanged
MV Capital Management, Inc.29$3.58K0.00%00.0%Unchanged
Salomon & Ludwin, LLC30$3.61K0.00%00.0%Unchanged
Grove Bank & Trust31$3.83K0.00%00.0%Unchanged
Spire Wealth Management31$3.83K0.00%+2+6.9%Added
Keating Financial Advisory Services, Inc.32$3.95K0.00%+6+23.1%Added
Ares Financial Consulting, LLC33$4.07K0.00%00.0%Unchanged
CVA Family Office, LLC40$4.94K0.00%00.0%Unchanged
Bell Investment Advisors, Inc41$5.06K0.00%−6−12.8%Reduced
Whittier Trust Co of Nevada Inc54$6.59K0.00%−1−1.8%Reduced
Sachetta, LLC54$6.67K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.55$6.79K0.00%−1−1.8%Reduced
UMA Financial Services, Inc.55$6.79K0.00%+34+161.9%Added
Owl Creek Wealth Partners LLC57$7.04K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.59$7.28K0.00%+59New
Aspect Partners, LLC63$7.78K0.00%+63New
North Star Investment Management Corp.68$8.39K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC82$10.1K0.00%+82New
TD Private Client Wealth LLC87$10.7K0.00%+17+24.3%Added
Meeder Asset Management Inc88$10.9K0.00%+88New
GW&K Investment Management, LLC89$11.0K0.00%−4−4.3%Reduced
Nykredit A/S96$11.8K0.00%+96New
Rogco, LP96$11.8K0.00%+96New
E Fund Management (Hong Kong) Co., Ltd.97$12.0K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC100$12.3K0.01%00.0%Unchanged
Byrne Asset Management LLC100$12.3K0.01%00.0%Unchanged
Montgomery Financial Services LLC100$12.3K0.01%+100New
Planning Strategies Inc.104$12.8K0.01%+104New
Regatta Research & Money Management108$13.3K0.01%+108New
Aberdeen Wealth Management LLC108$13.3K0.01%+108New
Wealth Enhancement Trust Services, Inc.114$14.1K0.00%+114New
Basecamp Wealth Advisors LLC117$14.4K0.00%00.0%Unchanged
Dogwood Wealth Management LLC117$14.4K0.01%+15+14.7%Added
CoreCap Advisors, LLC129$15.9K0.00%00.0%Unchanged
Assetmark, Inc136$16.8K0.00%+13+10.6%Added
Los Angeles Capital Management LLC140$17.3K0.00%+140New
Jackson, Grant Investment Advisers, Inc.149$18.4K0.01%+6+4.2%Added
Smithfield Trust Co150$19.0K0.00%00.0%Unchanged
Zions Bancorporation, National Association155$19.1K0.00%+23+17.4%Added
Umb Bank N A161$19.9K0.00%+27+20.1%Added
Glen Eagle Advisors, LLC168$20.7K0.00%00.0%Unchanged
ZRC Wealth Management, LLC181$22.3K0.01%+176+3,520.0%Added
Hughes Financial Services, LLC190$23.5K0.00%+5+2.7%Added
Activest Wealth Management200$24.7K0.00%00.0%Unchanged
Cohen & Steers, Inc.205$25.0K0.00%00.0%Unchanged
Onefund, LLC212$26.2K0.01%−2−0.9%Reduced
Ossiam223$27.5K0.00%+223New
Montag A & Associates Inc240$29.6K0.00%00.0%Unchanged
Cromwell Holdings LLC240$29.6K0.01%00.0%Unchanged
Quantbot Technologies LP249$30.7K0.00%+249New
Anchor Investment Management, LLC270$33.3K0.00%00.0%Unchanged
Prosperity Bancshares Inc276$34.1K0.02%+276New
New Age Alpha Advisors, LLC279$34.4K0.00%+21+8.1%Added
Highline Wealth Partners LLC285$35.2K0.01%+210+280.0%Added
Pinnacle Wealth Planning Services, Inc.294$36.3K0.00%+6+2.1%Added
Hilltop National Bank300$37.0K0.01%00.0%Unchanged