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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 5,775 | $712.9K | 0.02% | −486−7.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,890 | $727.1K | 0.01% | +5,890 | New |
| Teachers Retirement System of the State of Kentucky | 5,998 | $740.0K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,039 | $745.5K | 0.00% | +482+8.7% | Added |
| Global Retirement Partners, LLC | 6,122 | $755.6K | 0.01% | +6,122 | New |
| Mizuho Securities USA LLC | 6,155 | $759.8K | 0.01% | +1,409+29.7% | Added |
| MML Investors Services, LLC | 6,169 | $761.5K | 0.00% | +1,490+31.8% | Added |
| Pacer Advisors, Inc. | 6,179 | $763.0K | 0.00% | −5,837−48.6% | Reduced |
| Stoneridge Investment Partners LLC | 6,152 | $763.0K | 0.50% | −4,017−39.5% | Reduced |
| Revisor Wealth Management LLC | 6,196 | $764.8K | 0.18% | +147+2.4% | Added |
| Public Employees Retirement Association of Colorado | 6,411 | $791.0K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 6,518 | $804.6K | 0.05% | −546−7.7% | Reduced |
| SlateStone Wealth, LLC | 6,555 | $809.0K | 0.06% | +150+2.3% | Added |
| GWM Advisors LLC | 6,690 | $825.8K | 0.00% | +778+13.2% | Added |
| Jeppson Wealth Management, LLC | 6,708 | $828.0K | 0.24% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 6,708 | $828.0K | 0.32% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,711 | $828.5K | 0.01% | −1,102−14.1% | Reduced |
| Gateway Investment Advisers LLC | 6,754 | $833.7K | 0.01% | +2,776+69.8% | Added |
| Joel Isaacson & Co., LLC | 6,896 | $851.2K | 0.02% | −600−8.0% | Reduced |
| MSH Capital Advisors LLC | 6,901 | $851.9K | 0.15% | +265+4.0% | Added |
| Independent Advisor Alliance | 6,958 | $858.9K | 0.02% | −97−1.4% | Reduced |
| Sanctuary Advisors, LLC | 6,994 | $863.3K | 0.00% | +2,189+45.6% | Added |
| Ar Asset Management Inc | 7,000 | $864.0K | 0.16% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,038 | $868.8K | 0.00% | +126+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 7,067 | $872.4K | 0.00% | +486+7.4% | Added |
| Frec Markets, Inc. | 7,150 | $882.6K | 0.08% | +2,779+63.6% | Added |
| NorthCrest Asset Manangement, LLC | 7,361 | $888.7K | 0.02% | +1,887+34.5% | Added |
| JustInvest LLC | 7,204 | $889.3K | 0.01% | −1,718−19.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,335 | $905.4K | 0.22% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 7,384 | $911.6K | 0.01% | −1,884−20.3% | Reduced |
| MAI Capital Management | 7,685 | $948.7K | 0.00% | +3,489+83.2% | Added |
| Commonwealth Equity Services, LLC | 7,707 | $951.3K | 0.00% | −565−6.8% | Reduced |
| NorthRock Partners, LLC | 7,802 | $963.0K | 0.01% | −1,714−18.0% | Reduced |
| Swiss Life Asset Management Ltd | 7,823 | $965.7K | 0.00% | +2,542+48.1% | Added |
| Fort Point Capital Partners LLC | 7,911 | $976.5K | 0.11% | −124−1.5% | Reduced |
| NewEdge Wealth, LLC | 7,960 | $982.6K | 0.01% | +1,354+20.5% | Added |
| Groupama Asset Managment | 7,908 | $991.8K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 8,170 | $1.01M | 0.01% | −179−2.1% | Reduced |
| Neuberger Berman Group LLC | 8,292 | $1.02M | 0.00% | +432+5.5% | Added |
| Rothschild Investment LLC | 8,440 | $1.04M | 0.04% | +4,610+120.4% | Added |
| Bull Harbor Capital LLC | 8,499 | $1.05M | 0.20% | +930+12.3% | Added |
| Norinchukin Bank, The | 8,539 | $1.05M | 0.01% | −66−0.8% | Reduced |
| Coldstream Capital Management Inc | 8,634 | $1.07M | 0.01% | −3,165−26.8% | Reduced |
| Belpointe Asset Management LLC | 8,639 | $1.07M | 0.03% | +8,639 | New |
| Fortis Capital Advisors, LLC | 8,639 | $1.07M | 0.12% | +8,639 | New |
| Change Path, LLC | 8,917 | $1.10M | 0.02% | −1,442−13.9% | Reduced |
| Ameritas Investment Partners, Inc. | 9,105 | $1.12M | 0.03% | −58−0.6% | Reduced |
| ExodusPoint Capital Management, LP | 9,116 | $1.13M | 0.01% | +9,116 | New |
| Boothbay Fund Management, LLC | 9,129 | $1.13M | 0.02% | −140,204−93.9% | Reduced |
| Vanderbilt University | 9,240 | $1.14M | 0.16% | +9,240 | New |
| Pathstone Holdings, LLC | 9,354 | $1.16M | 0.00% | +789+9.2% | Added |
| M&T Bank Corp | 9,424 | $1.16M | 0.00% | −9−0.1% | Reduced |
| National Philanthropic Trust | 9,485 | $1.17M | 0.02% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 9,525 | $1.18M | 0.14% | +2,371+33.1% | Added |
| Empire Financial Management Company, LLC | 9,652 | $1.19M | 0.47% | +123+1.3% | Added |
| ING Groep NV | 9,666 | $1.19M | 0.01% | −460−4.5% | Reduced |
| Oregon Public Employees Retirement Fund | 9,679 | $1.19M | 0.01% | +700+7.8% | Added |
| Spirit of America Management Corp | 9,700 | $1.20M | 0.23% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 9,708 | $1.20M | 0.21% | +8,947+1,175.7% | Added |
| Merit Financial Group, LLC | 9,708 | $1.20M | 0.01% | +352+3.8% | Added |
| Teacher Retirement System of Texas | 9,760 | $1.20M | 0.00% | +2,151+28.3% | Added |
| Rafferty Asset Management, LLC | 9,787 | $1.21M | 0.00% | +2,065+26.7% | Added |
| Atom Investors LP | 9,854 | $1.22M | 0.11% | −33,076−77.0% | Reduced |
| Integrated Wealth Concepts LLC | 10,083 | $1.24M | 0.01% | +780+8.4% | Added |
| Employees Retirement System of Texas | 10,138 | $1.25M | 0.01% | +10,138 | New |
| Knights of Columbus Asset Advisors LLC | 10,147 | $1.25M | 0.06% | 00.0% | Unchanged |
| Abc Arbitrage SA | 10,296 | $1.27M | 0.14% | +10,296 | New |
| PFW Advisors LLC | 10,623 | $1.31M | 0.38% | −335−3.1% | Reduced |
| SummitTX Capital, L.P. | 11,093 | $1.37M | 0.04% | +11,093 | New |
| Nomura Asset Management International Inc. | 11,240 | $1.39M | 0.00% | +8,184+267.8% | Added |
| Blackhawk Capital Partners LLC. | 11,269 | $1.39M | 0.45% | −3,685−24.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,681 | $1.41M | 0.00% | +1,344+13.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,586 | $1.43M | 0.00% | +652+6.0% | Added |
| Summit Financial, LLC | 11,805 | $1.46M | 0.02% | +654+5.9% | Added |
| Xponance, Inc. | 11,859 | $1.46M | 0.01% | +135+1.2% | Added |
| Chicago Partners Investment Group LLC | 11,849 | $1.48M | 0.03% | +3,238+37.6% | Added |
| Edgestream Partners, L.P. | 12,146 | $1.50M | 0.04% | +12,146 | New |
| Nisa Investment Advisors, LLC | 12,162 | $1.50M | 0.00% | −3,889−24.2% | Reduced |
| TCG Advisory Services, LLC | 12,184 | $1.50M | 0.03% | +1,984+19.5% | Added |
| Horizon Investments, LLC | 12,325 | $1.51M | 0.02% | +117+1.0% | Added |
| Nissay Asset Management Corp | 12,247 | $1.51M | 0.01% | −232−1.9% | Reduced |
| Marshall Financial Group LLC | 12,249 | $1.51M | 0.22% | +941+8.3% | Added |
| CWM Advisors, LLC | 12,292 | $1.52M | 0.06% | +5,205+73.4% | Added |
| Pinebridge Investments LLC | 12,452 | $1.54M | 0.01% | +6,300+102.4% | Added |
| Inceptionr LLC | 12,609 | $1.54M | 0.38% | +12,609 | New |
| Uniplan Investment Counsel, Inc. | 12,582 | $1.55M | 0.15% | +12,582 | New |
| Brighton Jones LLC | 12,604 | $1.56M | 0.03% | +452+3.7% | Added |
| Virginia Retirement Systems Et Al | 12,800 | $1.58M | 0.01% | −26,800−67.7% | Reduced |
| SRS Capital Advisors, Inc. | 12,861 | $1.59M | 0.01% | +10,156+375.5% | Added |
| Utah Retirement Systems | 12,999 | $1.60M | 0.02% | −934−6.7% | Reduced |
| Summit Trail Advisors, LLC | 13,107 | $1.62M | 0.02% | −1,779−12.0% | Reduced |
| Kesler, Norman & Wride, LLC | 13,206 | $1.63M | 0.26% | −444−3.3% | Reduced |
| Atria Investments LLC | 14,053 | $1.73M | 0.02% | +8,169+138.8% | Added |
| IFM Investors Pty Ltd | 14,090 | $1.74M | 0.01% | +100+0.7% | Added |
| Amalgamated Bank | 14,137 | $1.75M | 0.01% | −488−3.3% | Reduced |
| Lido Advisors, LLC | 14,521 | $1.79M | 0.01% | +2,106+17.0% | Added |
| Erste Asset Management GmbH | 14,300 | $1.79M | 0.01% | +1,000+7.5% | Added |
| Advisor Group Holdings, Inc. | 14,726 | $1.82M | 0.00% | +2,796+23.4% | Added |
| Sigma Planning Corp | 14,794 | $1.83M | 0.05% | +10.0% | Added |
| Natixis | 15,017 | $1.85M | 0.01% | −3,454−18.7% | Reduced |