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 |
|---|---|---|---|---|---|
| Ar Asset Management Inc | 7,000 | $864.0K | 0.16% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 6,994 | $863.3K | 0.00% | +2,189+45.6% | Added |
| Independent Advisor Alliance | 6,958 | $858.9K | 0.02% | −97−1.4% | Reduced |
| MSH Capital Advisors LLC | 6,901 | $851.9K | 0.15% | +265+4.0% | Added |
| Joel Isaacson & Co., LLC | 6,896 | $851.2K | 0.02% | −600−8.0% | Reduced |
| Gateway Investment Advisers LLC | 6,754 | $833.7K | 0.01% | +2,776+69.8% | Added |
| Benjamin Edwards Inc | 6,711 | $828.5K | 0.01% | −1,102−14.1% | Reduced |
| 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 |
| GWM Advisors LLC | 6,690 | $825.8K | 0.00% | +778+13.2% | Added |
| SlateStone Wealth, LLC | 6,555 | $809.0K | 0.06% | +150+2.3% | Added |
| Evolve Private Wealth, LLC | 6,518 | $804.6K | 0.05% | −546−7.7% | Reduced |
| Public Employees Retirement Association of Colorado | 6,411 | $791.0K | 0.00% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 6,196 | $764.8K | 0.18% | +147+2.4% | 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 |
| MML Investors Services, LLC | 6,169 | $761.5K | 0.00% | +1,490+31.8% | Added |
| Mizuho Securities USA LLC | 6,155 | $759.8K | 0.01% | +1,409+29.7% | Added |
| Global Retirement Partners, LLC | 6,122 | $755.6K | 0.01% | +6,122 | New |
| HB Wealth Management, LLC | 6,039 | $745.5K | 0.00% | +482+8.7% | Added |
| Teachers Retirement System of the State of Kentucky | 5,998 | $740.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 5,890 | $727.1K | 0.01% | +5,890 | New |
| Krilogy Financial LLC | 5,775 | $712.9K | 0.02% | −486−7.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,692 | $702.7K | 0.06% | −473−7.7% | Reduced |
| Allworth Financial LP | 5,554 | $685.5K | 0.00% | +687+14.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,537 | $683.5K | 0.01% | +1,990+56.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,506 | $679.7K | 0.00% | −153−2.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 5,445 | $672.1K | 0.05% | +587+12.1% | Added |
| Kera Capital Partners, Inc. | 5,375 | $663.5K | 0.06% | +1,690+45.9% | Added |
| Global X Japan Co., Ltd. | 5,310 | $655.5K | 0.02% | −557−9.5% | Reduced |
| West Family Investments, Inc. | 5,167 | $637.8K | 0.18% | +5,167 | New |
| ORG Wealth Partners, LLC | 5,138 | $634.2K | 0.10% | +5,138 | New |
| AlphaCore Capital LLC | 5,078 | $626.8K | 0.01% | +1,360+36.6% | Added |
| Stephens Inc | 5,077 | $626.7K | 0.01% | +552+12.2% | Added |
| GAMMA Investing LLC | 5,051 | $623.5K | 0.02% | +373+8.0% | Added |
| Global Financial Private Client, LLC | 4,987 | $615.6K | 0.17% | +4,987 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 4,915 | $606.7K | 0.00% | −40,017−89.1% | Reduced |
| Apollon Wealth Management, LLC | 4,831 | $596.3K | 0.01% | +571+13.4% | Added |
| Waddell & Associates, LLC | 4,809 | $593.6K | 0.03% | +498+11.6% | Added |
| Syon Capital LLC | 4,803 | $592.9K | 0.03% | +940+24.3% | Added |
| Baker Avenue Asset Management, LP | 4,717 | $582.3K | 0.01% | +1,809+62.2% | Added |
| Private Advisor Group, LLC | 4,627 | $571.2K | 0.00% | +432+10.3% | Added |
| Maryland State Retirement & Pension System | 4,620 | $570.3K | 0.01% | +675+17.1% | Added |
| Stonebridge Financial Group, LLC | 4,598 | $567.0K | 0.08% | +4,598 | New |
| Mission Wealth Management, LP | 4,468 | $551.5K | 0.01% | +4,468 | New |
| Hartford Investment Management Co | 4,308 | $531.8K | 0.02% | −173−3.9% | Reduced |
| Toroso Investments, LLC | 4,271 | $523.1K | 0.00% | −262−5.8% | Reduced |
| Ninety One UK Ltd | 4,227 | $521.8K | 0.00% | −2,338−35.6% | Reduced |
| AlphaGrep UK Ltd | 4,159 | $513.4K | 0.16% | +4,159 | New |
| Kestra Private Wealth Services, LLC | 4,139 | $510.9K | 0.01% | −6,384−60.7% | Reduced |
| Advisor Resource Council | 4,203 | $506.7K | 0.17% | +951+29.2% | Added |
| Creative Financial Designs Inc | 4,101 | $506.2K | 0.02% | +42+1.0% | Added |
| Waterloo Capital, L.P. | 4,084 | $504.1K | 0.03% | +4,084 | New |
| MQS Management LLC | 4,037 | $498.3K | 0.61% | −1,697−29.6% | Reduced |
| Blair William & Co | 4,034 | $498.0K | 0.00% | +1,036+34.6% | Added |
| DnB Asset Management AS | 4,010 | $495.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,000 | $493.8K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,997 | $493.4K | 0.00% | +2,044+104.7% | Added |
| Wagner Wealth Management, Corp | 3,976 | $490.8K | 0.40% | +3,976 | New |
| Ethic Inc. | 3,972 | $490.3K | 0.01% | −4−0.1% | Reduced |
| New Mexico Educational Retirement Board | 3,950 | $488.0K | 0.01% | +300+8.2% | Added |
| NovaPoint Capital, LLC | 3,898 | $481.2K | 0.10% | +3,898 | New |
| Sequoia Financial Advisors, LLC | 3,859 | $476.4K | 0.00% | −36−0.9% | Reduced |
| Camden Capital, LLC | 3,822 | $471.8K | 0.02% | +767+25.1% | Added |
| Warren Averett Asset Management, LLC | 3,820 | $471.5K | 0.00% | +453+13.5% | Added |
| Pallas Capital Advisors LLC | 3,763 | $464.5K | 0.01% | +143+4.0% | Added |
| Picton Mahoney Asset Management | 3,692 | $455.7K | 0.00% | −266−6.7% | Reduced |
| Morningstar Investment Management LLC | 4,265 | $453.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 3,647 | $450.2K | 0.05% | +3,647 | New |
| Ensign Peak Advisors, Inc | 3,591 | $443.3K | 0.00% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 3,514 | $433.8K | 0.15% | +225+6.8% | Added |
| CSS LLC | 3,500 | $432.0K | 0.02% | +690+24.6% | Added |
| Glenmede Trust Co NA | 3,490 | $430.8K | 0.00% | −302−8.0% | Reduced |
| DoubleLine ETF Adviser LP | 3,474 | $428.8K | 0.18% | −596−14.6% | Reduced |
| Strategy Asset Managers LLC | 3,420 | $422.2K | 0.06% | +100+3.0% | Added |
| National Wealth Management Group, LLC | 3,406 | $420.4K | 0.13% | −262−7.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,394 | $419.0K | 0.01% | −291−7.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,353 | $413.9K | 0.15% | +342+11.4% | Added |
| EP Wealth Advisors, LLC | 3,291 | $406.2K | 0.00% | +3,291 | New |
| Eddie Patel Inc | 3,288 | $405.9K | 0.24% | +3,288 | New |
| Transcend Wealth Collective, LLC | 3,285 | $405.5K | 0.03% | +630+23.7% | Added |
| United Capital Financial Advisers, LLC | 3,271 | $403.8K | 0.00% | −849−20.6% | Reduced |
| Sentinus, LLC | 3,256 | $401.9K | 0.03% | +209+6.9% | Added |
| RSM US Wealth Management LLC | 3,224 | $398.1K | 0.00% | +878+37.4% | Added |
| Credit Agricole S A | 3,193 | $394.1K | 0.00% | +456+16.7% | Added |
| Vise Technologies, Inc. | 3,180 | $392.5K | 0.00% | +3,180 | New |
| Bayforest Capital Ltd | 3,170 | $391.3K | 0.36% | +3,170 | New |
| DRW Securities, LLC | 3,163 | $390.4K | 0.02% | −3,102−49.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,089 | $381.3K | 0.00% | −147,495−97.9% | Reduced |
| MUFG Securities EMEA plc | 3,074 | $379.5K | 0.00% | −148−4.6% | Reduced |
| Axq Capital, LP | 3,066 | $378.5K | 0.04% | +3,066 | New |
| Farther Finance Advisors, LLC | 3,049 | $377.0K | 0.00% | +70+2.3% | Added |
| Polymer Capital Management (US) LLC | 3,044 | $375.8K | 0.06% | −10,537−77.6% | Reduced |
| Coppell Advisory Solutions LLC | 1,543 | $368.8K | 0.11% | +1,543 | New |
| Essential Partners LLC | 2,984 | $368.3K | 0.17% | +159+5.6% | Added |
| HCR Wealth Advisors | 2,969 | $366.5K | 0.03% | +2,969 | New |
| Atomi Financial Group, Inc. | 2,951 | $364.3K | 0.01% | +798+37.1% | Added |
| RFG Advisory, LLC | 2,948 | $363.8K | 0.01% | +41+1.4% | Added |
| Campbell & CO Investment Adviser LLC | 2,943 | $363.3K | 0.02% | −3,556−54.7% | Reduced |
| Kestra Advisory Services, LLC | 2,942 | $363.2K | 0.00% | +11+0.4% | Added |