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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 20,124 | $2.48M | 0.01% | −400−1.9% | Reduced |
| Diversified Trust Co | 19,220 | $2.37M | 0.04% | +19,220 | New |
| IMC-Chicago, LLC | 18,757 | $2.32M | 0.02% | +11,272+150.6% | Added |
| Steward Partners Investment Advisory, LLC | 18,677 | $2.31M | 0.01% | +2,013+12.1% | Added |
| Xcel Wealth Management, LLC | 18,179 | $2.24M | 0.54% | −6,772−27.1% | Reduced |
| KLP Kapitalforvaltning AS | 18,000 | $2.22M | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 17,650 | $2.18M | 0.55% | +1,255+7.7% | Added |
| Voya Investment Management LLC | 17,532 | $2.16M | 0.00% | +1,550+9.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 17,307 | $2.14M | 0.00% | +16,417+1,844.6% | Added |
| Bokf, NA | 17,220 | $2.13M | 0.03% | +90+0.5% | Added |
| Pictet Asset Management Holding SA | 16,859 | $2.08M | 0.00% | −625−3.6% | Reduced |
| DekaBank Deutsche Girozentrale | 19,491 | $2.06M | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 16,654 | $2.06M | 0.00% | −189−1.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,650 | $2.06M | 0.00% | −561−3.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,238 | $2.00M | 0.01% | +5,845+56.2% | Added |
| AlTi Global, Inc. | 16,232 | $2.00M | 0.04% | −70.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,166 | $2.00M | 0.01% | +1,056+7.0% | Added |
| TD Asset Management Inc | 15,883 | $1.96M | 0.00% | +2,434+18.1% | Added |
| GeoWealth Management, LLC | 15,660 | $1.93M | 0.06% | +4,253+37.3% | Added |
| Mattern Capital Management, LLC | 15,624 | $1.93M | 0.23% | −38,737−71.3% | Reduced |
| GEM Realty Capital | 15,479 | $1.91M | 0.16% | −671,295−97.7% | Reduced |
| Lasalle Investment Management Securities LLC | 15,464 | $1.91M | 0.07% | −337,730−95.6% | Reduced |
| Vestcor Inc | 15,297 | $1.89M | 0.05% | −840−5.2% | Reduced |
| Natixis | 15,017 | $1.85M | 0.01% | −3,454−18.7% | Reduced |
| Sigma Planning Corp | 14,794 | $1.83M | 0.05% | +10.0% | Added |
| Advisor Group Holdings, Inc. | 14,726 | $1.82M | 0.00% | +2,796+23.4% | Added |
| Erste Asset Management GmbH | 14,300 | $1.79M | 0.01% | +1,000+7.5% | Added |
| Lido Advisors, LLC | 14,521 | $1.79M | 0.01% | +2,106+17.0% | Added |
| Amalgamated Bank | 14,137 | $1.75M | 0.01% | −488−3.3% | Reduced |
| IFM Investors Pty Ltd | 14,090 | $1.74M | 0.01% | +100+0.7% | Added |
| Atria Investments LLC | 14,053 | $1.73M | 0.02% | +8,169+138.8% | Added |
| Kesler, Norman & Wride, LLC | 13,206 | $1.63M | 0.26% | −444−3.3% | Reduced |
| Summit Trail Advisors, LLC | 13,107 | $1.62M | 0.02% | −1,779−12.0% | Reduced |
| Utah Retirement Systems | 12,999 | $1.60M | 0.02% | −934−6.7% | Reduced |
| SRS Capital Advisors, Inc. | 12,861 | $1.59M | 0.01% | +10,156+375.5% | Added |
| Virginia Retirement Systems Et Al | 12,800 | $1.58M | 0.01% | −26,800−67.7% | Reduced |
| Brighton Jones LLC | 12,604 | $1.56M | 0.03% | +452+3.7% | Added |
| Uniplan Investment Counsel, Inc. | 12,582 | $1.55M | 0.15% | +12,582 | New |
| Inceptionr LLC | 12,609 | $1.54M | 0.38% | +12,609 | New |
| Pinebridge Investments LLC | 12,452 | $1.54M | 0.01% | +6,300+102.4% | Added |
| CWM Advisors, LLC | 12,292 | $1.52M | 0.06% | +5,205+73.4% | Added |
| Marshall Financial Group LLC | 12,249 | $1.51M | 0.22% | +941+8.3% | Added |
| Nissay Asset Management Corp | 12,247 | $1.51M | 0.01% | −232−1.9% | Reduced |
| Horizon Investments, LLC | 12,325 | $1.51M | 0.02% | +117+1.0% | Added |
| TCG Advisory Services, LLC | 12,184 | $1.50M | 0.03% | +1,984+19.5% | Added |
| Nisa Investment Advisors, LLC | 12,162 | $1.50M | 0.00% | −3,889−24.2% | Reduced |
| Edgestream Partners, L.P. | 12,146 | $1.50M | 0.04% | +12,146 | New |
| Chicago Partners Investment Group LLC | 11,849 | $1.48M | 0.03% | +3,238+37.6% | Added |
| Xponance, Inc. | 11,859 | $1.46M | 0.01% | +135+1.2% | Added |
| Summit Financial, LLC | 11,805 | $1.46M | 0.02% | +654+5.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,586 | $1.43M | 0.00% | +652+6.0% | Added |
| Allspring Global Investments Holdings, LLC | 11,681 | $1.41M | 0.00% | +1,344+13.0% | Added |
| Blackhawk Capital Partners LLC. | 11,269 | $1.39M | 0.45% | −3,685−24.6% | Reduced |
| Nomura Asset Management International Inc. | 11,240 | $1.39M | 0.00% | +8,184+267.8% | Added |
| SummitTX Capital, L.P. | 11,093 | $1.37M | 0.04% | +11,093 | New |
| PFW Advisors LLC | 10,623 | $1.31M | 0.38% | −335−3.1% | Reduced |
| Abc Arbitrage SA | 10,296 | $1.27M | 0.14% | +10,296 | New |
| Knights of Columbus Asset Advisors LLC | 10,147 | $1.25M | 0.06% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 10,138 | $1.25M | 0.01% | +10,138 | New |
| Integrated Wealth Concepts LLC | 10,083 | $1.24M | 0.01% | +780+8.4% | Added |
| Atom Investors LP | 9,854 | $1.22M | 0.11% | −33,076−77.0% | Reduced |
| Rafferty Asset Management, LLC | 9,787 | $1.21M | 0.00% | +2,065+26.7% | Added |
| Teacher Retirement System of Texas | 9,760 | $1.20M | 0.00% | +2,151+28.3% | Added |
| Merit Financial Group, LLC | 9,708 | $1.20M | 0.01% | +352+3.8% | Added |
| Contravisory Investment Management, Inc. | 9,708 | $1.20M | 0.21% | +8,947+1,175.7% | Added |
| Spirit of America Management Corp | 9,700 | $1.20M | 0.23% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,679 | $1.19M | 0.01% | +700+7.8% | Added |
| ING Groep NV | 9,666 | $1.19M | 0.01% | −460−4.5% | Reduced |
| Empire Financial Management Company, LLC | 9,652 | $1.19M | 0.47% | +123+1.3% | Added |
| Sivia Capital Partners, LLC | 9,525 | $1.18M | 0.14% | +2,371+33.1% | Added |
| National Philanthropic Trust | 9,485 | $1.17M | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 9,424 | $1.16M | 0.00% | −9−0.1% | Reduced |
| Pathstone Holdings, LLC | 9,354 | $1.16M | 0.00% | +789+9.2% | Added |
| Vanderbilt University | 9,240 | $1.14M | 0.16% | +9,240 | New |
| Boothbay Fund Management, LLC | 9,129 | $1.13M | 0.02% | −140,204−93.9% | Reduced |
| ExodusPoint Capital Management, LP | 9,116 | $1.13M | 0.01% | +9,116 | New |
| Ameritas Investment Partners, Inc. | 9,105 | $1.12M | 0.03% | −58−0.6% | Reduced |
| Change Path, LLC | 8,917 | $1.10M | 0.02% | −1,442−13.9% | 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 |
| Coldstream Capital Management Inc | 8,634 | $1.07M | 0.01% | −3,165−26.8% | Reduced |
| Norinchukin Bank, The | 8,539 | $1.05M | 0.01% | −66−0.8% | Reduced |
| Bull Harbor Capital LLC | 8,499 | $1.05M | 0.20% | +930+12.3% | Added |
| Rothschild Investment LLC | 8,440 | $1.04M | 0.04% | +4,610+120.4% | Added |
| Neuberger Berman Group LLC | 8,292 | $1.02M | 0.00% | +432+5.5% | Added |
| Mutual of America Capital Management LLC | 8,170 | $1.01M | 0.01% | −179−2.1% | Reduced |
| Groupama Asset Managment | 7,908 | $991.8K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,960 | $982.6K | 0.01% | +1,354+20.5% | Added |
| Fort Point Capital Partners LLC | 7,911 | $976.5K | 0.11% | −124−1.5% | Reduced |
| Swiss Life Asset Management Ltd | 7,823 | $965.7K | 0.00% | +2,542+48.1% | Added |
| NorthRock Partners, LLC | 7,802 | $963.0K | 0.01% | −1,714−18.0% | Reduced |
| Commonwealth Equity Services, LLC | 7,707 | $951.3K | 0.00% | −565−6.8% | Reduced |
| MAI Capital Management | 7,685 | $948.7K | 0.00% | +3,489+83.2% | Added |
| Buckingham Strategic Partners | 7,384 | $911.6K | 0.01% | −1,884−20.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,335 | $905.4K | 0.22% | 00.0% | Unchanged |
| JustInvest LLC | 7,204 | $889.3K | 0.01% | −1,718−19.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,361 | $888.7K | 0.02% | +1,887+34.5% | Added |
| Frec Markets, Inc. | 7,150 | $882.6K | 0.08% | +2,779+63.6% | Added |
| Northwestern Mutual Wealth Management Co | 7,067 | $872.4K | 0.00% | +486+7.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,038 | $868.8K | 0.00% | +126+1.8% | Added |