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 |
|---|---|---|---|---|---|
| Nuveen, LLC | 666,635 | $82.3M | 0.02% | −346,956−34.2% | Reduced |
| Bank of New York Mellon Corp | 683,187 | $84.3M | 0.01% | +22,720+3.4% | Added |
| FMR LLC | 715,033 | $88.3M | 0.00% | −568,305−44.3% | Reduced |
| Goldman Sachs Group Inc | 753,975 | $93.1M | 0.01% | +75,234+11.1% | Added |
| Ameriprise Financial Inc | 874,763 | $104.9M | 0.02% | +556,308+174.7% | Added |
| Wells Fargo & Company | 854,603 | $105.5M | 0.02% | −9,892−1.1% | Reduced |
| Morgan Stanley | 886,098 | $109.4M | 0.01% | −182,368−17.1% | Reduced |
| Massachusetts Financial Services Co | 922,123 | $121.2M | 0.04% | −84,297−8.4% | Reduced |
| Dimensional Fund Advisors LP | 1,285,647 | $158.7M | 0.03% | +1,646+0.1% | Added |
| ProShare Advisors LLC | 1,463,951 | $180.7M | 0.26% | −164,767−10.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,535,361 | $189.5M | 0.03% | +44,175+3.0% | Added |
| JPMorgan Chase & Co | 1,520,856 | $191.2M | 0.01% | +472,626+45.1% | Added |
| Northern Trust Corp | 1,658,404 | $204.7M | 0.02% | +23,875+1.5% | Added |
| Price T Rowe Associates Inc | 1,792,044 | $221.2M | 0.02% | +980,001+120.7% | Added |
| Geode Capital Management, LLC | 2,332,621 | $287.5M | 0.02% | +40,186+1.8% | Added |
| AQR Capital Management LLC | 2,529,007 | $312.2M | 0.11% | +403,492+19.0% | Added |
| Invesco Ltd. | 2,537,702 | $313.3M | 0.02% | −150,607−5.6% | Reduced |
| Resolution Capital Ltd | 3,167,773 | $391.0M | 7.19% | −476,802−13.1% | Reduced |
| Vanguard Capital Management LLC | 5,406,602 | $667.4M | 0.01% | +25,818+0.5% | Added |
| Norges Bank | 5,594,536 | $690.6M | 0.07% | +5,594,536 | New |
| State Street Corp | 6,350,252 | $783.9M | 0.02% | −28,488−0.4% | Reduced |
| Vanguard Portfolio Management LLC | 7,174,812 | $885.7M | 0.04% | −108,591−1.5% | Reduced |
| BlackRock, Inc. | 10,151,866 | $1.25B | 0.02% | +1,509,818+17.5% | Added |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −638,538−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −597,689−100.0% | Sold out |
| Nan Fung Trinity (HK) Ltd | 0 | $0 | 0.00% | −64,000−100.0% | Sold out |
| Sophron Capital Management L.P. | 0 | $0 | 0.00% | −35,021−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −21,472−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −18,791−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −9,562−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −8,022−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −7,750−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −6,854−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,790−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,603−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −4,361−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −4,065−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −3,093−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −2,313−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −2,251−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −2,174−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −1,973−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −1,947−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,394−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Financial Freedom, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Napier Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Richard Bernstein Advisors LLC | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |