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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Federal Realty Investment Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DV Trading LLC | 303 | $37.4K | 0.00% | +303 | New |
| Private Trust Co NA | 322 | $39.7K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 329 | $40.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 332 | $41.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 350 | $43.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 364 | $44.9K | 0.01% | +319+708.9% | Added |
| Parkside Financial Bank & Trust | 365 | $45.1K | 0.00% | −12−3.2% | Reduced |
| SJS Investment Consulting Inc. | 366 | $45.2K | 0.00% | +4+1.1% | Added |
| Massmutual Trust Co FSB | 370 | $45.7K | 0.00% | +145+64.4% | Added |
| Clearstead Advisors, LLC | 400 | $49.4K | 0.00% | −1,831−82.1% | Reduced |
| Avalon Trust Co | 440 | $54.3K | 0.00% | +440 | New |
| Eastern Bank | 450 | $55.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 468 | $57.8K | 0.00% | +468 | New |
| Pflug Koory, LLC | 475 | $58.6K | 0.02% | +337+244.2% | Added |
| Loomis Sayles & Co L P | 503 | $62.1K | 0.00% | +197+64.4% | Added |
| Kingdom Financial Group LLC. | 504 | $62.2K | 0.02% | −14−2.7% | Reduced |
| Simplex Trading, LLC | 521 | $64.3K | 0.00% | +521 | New |
| Bartlett & Co. Wealth Management LLC | 527 | $65.1K | 0.00% | 00.0% | Unchanged |
| Tema ETFs LLC | 597 | $73.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 725 | $89.5K | 0.00% | +67+10.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 732 | $90.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 748 | $92.3K | 0.02% | +279+59.5% | Added |
| Hantz Financial Services, Inc. | 754 | $93.0K | 0.00% | +102+15.6% | Added |
| Quent Capital, LLC | 767 | $94.7K | 0.01% | +38+5.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 930 | $114.9K | 0.03% | +7+0.8% | Added |
| Quarry LP | 957 | $118.1K | 0.02% | −1,070−52.8% | Reduced |
| Exchange Traded Concepts, LLC | 973 | $120.1K | 0.00% | −20,464−95.5% | Reduced |
| Whittier Trust Co | 1,000 | $120.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,000 | $123.4K | 0.01% | +1,000 | New |
| Wolff Wiese Magana LLC | 1,005 | $124.1K | 0.06% | +1,005 | New |
| GF Fund Management Co. Ltd. | 1,031 | $127.3K | 0.00% | −209−16.9% | Reduced |
| Larson Financial Group LLC | 1,077 | $133.0K | 0.00% | +535+98.7% | Added |
| NBC Securities, Inc. | 1,137 | $140.4K | 0.01% | −20−1.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,251 | $154.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,300 | $160.5K | 0.01% | +1,300 | New |
| Smartleaf Asset Management LLC | 1,319 | $165.5K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,353 | $167.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,463 | $180.6K | 0.00% | +1,463 | New |
| TD Waterhouse Canada Inc. | 1,532 | $184.5K | 0.00% | +474+44.8% | Added |
| IFP Advisors, Inc | 1,516 | $187.1K | 0.00% | −11−0.7% | Reduced |
| CX Institutional | 1,614 | $199.0K | 0.01% | +52+3.3% | Added |
| Everpar Advisors LLC | 1,625 | $200.6K | 0.06% | +1,625 | New |
| Stonebrook Private Inc. | 1,629 | $201.1K | 0.04% | +1,629 | New |
| Wick Capital Partners, LLC | 1,639 | $202.3K | 0.03% | +1,639 | New |
| RB Capital Management, LLC | 1,647 | $203.3K | 0.04% | +1,647 | New |
| Dorsey & Whitney Trust CO LLC | 1,650 | $203.7K | 0.01% | +1,650 | New |
| OpenArc Corporate Advisory, LLC | 1,652 | $203.9K | 0.00% | +1,652 | New |
| Savant Capital, LLC | 1,659 | $204.7K | 0.00% | −474−22.2% | Reduced |
| Bessemer Group Inc | 1,661 | $205.0K | 0.00% | +334+25.2% | Added |
| Luts & Greenleigh Group, Inc | 1,670 | $206.1K | 0.16% | +1,670 | New |
| Canada Pension Plan Investment Board | 1,700 | $209.8K | 0.00% | −5,300−75.7% | Reduced |
| Evergreen Capital Management LLC | 1,718 | $212.1K | 0.00% | +1,718 | New |
| Riversedge Advisors, LLC | 1,756 | $216.8K | 0.03% | +1,756 | New |
| Canada Post Corp Registered Pension Plan | 1,758 | $217.0K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,783 | $220.1K | 0.00% | +1,783 | New |
| Park Avenue Securities LLC | 1,788 | $221.0K | 0.00% | +1,788 | New |
| QTR Family Wealth, LLC | 1,806 | $222.9K | 0.08% | +1,806 | New |
| Compass Financial Management LLC | 1,828 | $225.6K | 0.03% | +1,828 | New |
| Samalin Investment Counsel, LLC | 1,842 | $227.4K | 0.07% | +1,842 | New |
| GW Henssler & Associates Ltd | 1,853 | $228.7K | 0.01% | +1,853 | New |
| Pasadena Private Wealth, LLC | 1,853 | $228.8K | 0.03% | +1,853 | New |
| BFSG, LLC | 1,873 | $231.2K | 0.02% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,893 | $233.8K | 0.00% | −652−25.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,907 | $235.4K | 0.01% | +1,907 | New |
| Parallel Advisors, LLC | 1,919 | $236.9K | 0.00% | +270+16.4% | Added |
| Concurrent Investment Advisors, LLC | 1,926 | $237.7K | 0.00% | +1,926 | New |
| waypoint wealth counsel | 1,939 | $239.4K | 0.15% | −906−31.8% | Reduced |
| Lewis Asset Management, LLC | 1,939 | $239.4K | 0.08% | +14+0.7% | Added |
| Platform Technology Partners | 1,942 | $239.7K | 0.04% | −46−2.3% | Reduced |
| Arkadios Wealth Advisors | 1,947 | $240.3K | 0.00% | +1,947 | New |
| Loudon Investment Management, LLC | 1,990 | $245.6K | 0.12% | −225−10.2% | Reduced |
| Financial Network Wealth Management LLC | 2,000 | $246.0K | 0.07% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,004 | $247.4K | 0.01% | +2,004 | New |
| Montgomery Investment Management Inc | 2,080 | $256.8K | 0.08% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,134 | $263.4K | 0.00% | −131−5.8% | Reduced |
| Callan Family Office, LLC | 2,135 | $263.5K | 0.01% | +2,135 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,136 | $263.7K | 0.02% | −131−5.8% | Reduced |
| Securian Asset Management, Inc | 2,095 | $264.0K | 0.01% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 2,150 | $265.4K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,163 | $267.0K | 0.01% | −1,315−37.8% | Reduced |
| Powell Investment Advisors, LLC | 2,183 | $269.5K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,188 | $270.1K | 0.07% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 2,189 | $270.2K | 0.11% | +2,189 | New |
| Brown Brothers Harriman & Co | 2,208 | $272.6K | 0.00% | +265+13.6% | Added |
| Versant Capital Management, Inc | 2,215 | $273.4K | 0.02% | +301+15.7% | Added |
| Gross & Hartman Investments LLC | 2,244 | $277.0K | 0.12% | +2,244 | New |
| Safe Harbor Family Capital, LLC | 2,244 | $277.0K | 0.19% | +2,244 | New |
| Modera Wealth Management, LLC | 2,259 | $278.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,287 | $282.3K | 0.00% | +100+4.6% | Added |
| Ci Investments Inc. | 2,301 | $284.0K | 0.00% | +2,301 | New |
| CAPROCK Group, Inc. | 2,307 | $284.8K | 0.01% | +2,307 | New |
| Crossmark Global Holdings, Inc. | 2,312 | $285.4K | 0.00% | +113+5.1% | Added |
| MUFG Securities Americas Inc. | 2,368 | $292.3K | 0.02% | +196+9.0% | Added |
| Gsa Capital Partners LLP | 2,395 | $296.0K | 0.02% | +2,395 | New |
| Parcion Private Wealth LLC | 2,433 | $300.3K | 0.02% | +215+9.7% | Added |
| Crestwood Advisors Group LLC | 2,447 | $302.1K | 0.00% | +2,447 | New |
| Hilltop Holdings Inc. | 2,450 | $302.4K | 0.02% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 2,473 | $305.3K | 0.01% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,474 | $305.4K | 0.04% | +2,474 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,520 | $311.1K | 0.00% | +8+0.3% | Added |