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 |
|---|---|---|---|---|---|
| North Dakota State Investment Board | 2,530 | $312.3K | 0.01% | +43+1.7% | Added |
| XML Financial, LLC | 2,554 | $315.3K | 0.02% | −301−10.5% | Reduced |
| Wealthfront Advisers LLC | 2,556 | $315.5K | 0.00% | +500+24.3% | Added |
| Sterling Capital Management LLC | 2,577 | $318.1K | 0.01% | −277−9.7% | Reduced |
| Keybank National Association | 2,587 | $319.3K | 0.00% | +26+1.0% | Added |
| Wealthspire Advisors, LLC | 2,593 | $320.1K | 0.00% | −260−9.1% | Reduced |
| Passive Capital Management, LLC. | 3,193 | $321.9K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,623 | $323.8K | 0.01% | −133−4.8% | Reduced |
| KBC Group NV | 2,626 | $324.0K | 0.00% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 2,660 | $328.4K | 0.07% | +269+11.3% | Added |
| Atlantic Union Bankshares Corp | 2,720 | $335.8K | 0.01% | −2−0.1% | Reduced |
| V-Square Quantitative Management LLC | 2,734 | $337.5K | 0.03% | −231−7.8% | Reduced |
| Sound Financial Strategies Group, LLC | 2,738 | $338.0K | 0.21% | +35+1.3% | Added |
| Everence Capital Management Inc | 2,749 | $339.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,750 | $339.5K | 0.07% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,777 | $342.8K | 0.04% | +2,777 | New |
| Ofi Invest Asset Management | 3,242 | $350.0K | 0.00% | +110+3.5% | Added |
| Fiduciary Group LLC | 2,853 | $352.2K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,866 | $353.8K | 0.01% | +2,866 | New |
| Gen-Wealth Partners Inc | 2,878 | $355.2K | 0.10% | −300−9.4% | Reduced |
| Two Sigma Securities, LLC | 2,878 | $355.3K | 0.03% | +2,878 | New |
| Armstrong, Fleming & Moore, Inc | 2,890 | $356.8K | 0.12% | 00.0% | Unchanged |
| US Bancorp | 2,926 | $361.2K | 0.00% | −369−11.2% | Reduced |
| Kestra Advisory Services, LLC | 2,942 | $363.2K | 0.00% | +11+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 2,943 | $363.3K | 0.02% | −3,556−54.7% | Reduced |
| RFG Advisory, LLC | 2,948 | $363.8K | 0.01% | +41+1.4% | Added |
| Atomi Financial Group, Inc. | 2,951 | $364.3K | 0.01% | +798+37.1% | Added |
| HCR Wealth Advisors | 2,969 | $366.5K | 0.03% | +2,969 | New |
| Essential Partners LLC | 2,984 | $368.3K | 0.17% | +159+5.6% | Added |
| Coppell Advisory Solutions LLC | 1,543 | $368.8K | 0.11% | +1,543 | New |
| Polymer Capital Management (US) LLC | 3,044 | $375.8K | 0.06% | −10,537−77.6% | Reduced |
| Farther Finance Advisors, LLC | 3,049 | $377.0K | 0.00% | +70+2.3% | Added |
| Axq Capital, LP | 3,066 | $378.5K | 0.04% | +3,066 | New |
| MUFG Securities EMEA plc | 3,074 | $379.5K | 0.00% | −148−4.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,089 | $381.3K | 0.00% | −147,495−97.9% | Reduced |
| DRW Securities, LLC | 3,163 | $390.4K | 0.02% | −3,102−49.5% | Reduced |
| Bayforest Capital Ltd | 3,170 | $391.3K | 0.36% | +3,170 | New |
| Vise Technologies, Inc. | 3,180 | $392.5K | 0.00% | +3,180 | New |
| Credit Agricole S A | 3,193 | $394.1K | 0.00% | +456+16.7% | Added |
| RSM US Wealth Management LLC | 3,224 | $398.1K | 0.00% | +878+37.4% | Added |
| Sentinus, LLC | 3,256 | $401.9K | 0.03% | +209+6.9% | Added |
| United Capital Financial Advisers, LLC | 3,271 | $403.8K | 0.00% | −849−20.6% | Reduced |
| Transcend Wealth Collective, LLC | 3,285 | $405.5K | 0.03% | +630+23.7% | Added |
| Eddie Patel Inc | 3,288 | $405.9K | 0.24% | +3,288 | New |
| EP Wealth Advisors, LLC | 3,291 | $406.2K | 0.00% | +3,291 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,353 | $413.9K | 0.15% | +342+11.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,394 | $419.0K | 0.01% | −291−7.9% | Reduced |
| National Wealth Management Group, LLC | 3,406 | $420.4K | 0.13% | −262−7.1% | Reduced |
| Strategy Asset Managers LLC | 3,420 | $422.2K | 0.06% | +100+3.0% | Added |
| DoubleLine ETF Adviser LP | 3,474 | $428.8K | 0.18% | −596−14.6% | Reduced |
| Glenmede Trust Co NA | 3,490 | $430.8K | 0.00% | −302−8.0% | Reduced |
| CSS LLC | 3,500 | $432.0K | 0.02% | +690+24.6% | Added |
| Caerus Investment Advisors, LLC | 3,514 | $433.8K | 0.15% | +225+6.8% | Added |
| Ensign Peak Advisors, Inc | 3,591 | $443.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,647 | $450.2K | 0.05% | +3,647 | New |
| Morningstar Investment Management LLC | 4,265 | $453.0K | 0.03% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3,692 | $455.7K | 0.00% | −266−6.7% | Reduced |
| Pallas Capital Advisors LLC | 3,763 | $464.5K | 0.01% | +143+4.0% | Added |
| Warren Averett Asset Management, LLC | 3,820 | $471.5K | 0.00% | +453+13.5% | Added |
| Camden Capital, LLC | 3,822 | $471.8K | 0.02% | +767+25.1% | Added |
| Sequoia Financial Advisors, LLC | 3,859 | $476.4K | 0.00% | −36−0.9% | Reduced |
| NovaPoint Capital, LLC | 3,898 | $481.2K | 0.10% | +3,898 | New |
| New Mexico Educational Retirement Board | 3,950 | $488.0K | 0.01% | +300+8.2% | Added |
| Ethic Inc. | 3,972 | $490.3K | 0.01% | −4−0.1% | Reduced |
| Wagner Wealth Management, Corp | 3,976 | $490.8K | 0.40% | +3,976 | New |
| Equitable Holdings, Inc. | 3,997 | $493.4K | 0.00% | +2,044+104.7% | Added |
| Louisiana State Employees Retirement System | 4,000 | $493.8K | 0.01% | 00.0% | Unchanged |
| DnB Asset Management AS | 4,010 | $495.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 4,034 | $498.0K | 0.00% | +1,036+34.6% | Added |
| MQS Management LLC | 4,037 | $498.3K | 0.61% | −1,697−29.6% | Reduced |
| Waterloo Capital, L.P. | 4,084 | $504.1K | 0.03% | +4,084 | New |
| Creative Financial Designs Inc | 4,101 | $506.2K | 0.02% | +42+1.0% | Added |
| Advisor Resource Council | 4,203 | $506.7K | 0.17% | +951+29.2% | Added |
| Kestra Private Wealth Services, LLC | 4,139 | $510.9K | 0.01% | −6,384−60.7% | Reduced |
| AlphaGrep UK Ltd | 4,159 | $513.4K | 0.16% | +4,159 | New |
| Ninety One UK Ltd | 4,227 | $521.8K | 0.00% | −2,338−35.6% | Reduced |
| Toroso Investments, LLC | 4,271 | $523.1K | 0.00% | −262−5.8% | Reduced |
| Hartford Investment Management Co | 4,308 | $531.8K | 0.02% | −173−3.9% | Reduced |
| Mission Wealth Management, LP | 4,468 | $551.5K | 0.01% | +4,468 | New |
| Stonebridge Financial Group, LLC | 4,598 | $567.0K | 0.08% | +4,598 | New |
| Maryland State Retirement & Pension System | 4,620 | $570.3K | 0.01% | +675+17.1% | Added |
| Private Advisor Group, LLC | 4,627 | $571.2K | 0.00% | +432+10.3% | Added |
| Baker Avenue Asset Management, LP | 4,717 | $582.3K | 0.01% | +1,809+62.2% | Added |
| Syon Capital LLC | 4,803 | $592.9K | 0.03% | +940+24.3% | Added |
| Waddell & Associates, LLC | 4,809 | $593.6K | 0.03% | +498+11.6% | Added |
| Apollon Wealth Management, LLC | 4,831 | $596.3K | 0.01% | +571+13.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,915 | $606.7K | 0.00% | −40,017−89.1% | Reduced |
| Global Financial Private Client, LLC | 4,987 | $615.6K | 0.17% | +4,987 | New |
| GAMMA Investing LLC | 5,051 | $623.5K | 0.02% | +373+8.0% | Added |
| Stephens Inc | 5,077 | $626.7K | 0.01% | +552+12.2% | Added |
| AlphaCore Capital LLC | 5,078 | $626.8K | 0.01% | +1,360+36.6% | Added |
| ORG Wealth Partners, LLC | 5,138 | $634.2K | 0.10% | +5,138 | New |
| West Family Investments, Inc. | 5,167 | $637.8K | 0.18% | +5,167 | New |
| Global X Japan Co., Ltd. | 5,310 | $655.5K | 0.02% | −557−9.5% | Reduced |
| Kera Capital Partners, Inc. | 5,375 | $663.5K | 0.06% | +1,690+45.9% | Added |
| Jackson Thornton Asset Management, LLC | 5,445 | $672.1K | 0.05% | +587+12.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,506 | $679.7K | 0.00% | −153−2.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,537 | $683.5K | 0.01% | +1,990+56.1% | Added |
| Allworth Financial LP | 5,554 | $685.5K | 0.00% | +687+14.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,692 | $702.7K | 0.06% | −473−7.7% | Reduced |