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 |
|---|---|---|---|---|---|
| US Bancorp | 2,926 | $361.2K | 0.00% | −369−11.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,890 | $356.8K | 0.12% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,878 | $355.3K | 0.03% | +2,878 | New |
| Gen-Wealth Partners Inc | 2,878 | $355.2K | 0.10% | −300−9.4% | Reduced |
| Proficio Capital Partners LLC | 2,866 | $353.8K | 0.01% | +2,866 | New |
| Fiduciary Group LLC | 2,853 | $352.2K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 3,242 | $350.0K | 0.00% | +110+3.5% | Added |
| Lifeworks Advisors, LLC | 2,777 | $342.8K | 0.04% | +2,777 | New |
| Monetary Management Group Inc | 2,750 | $339.5K | 0.07% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,749 | $339.0K | 0.02% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 2,738 | $338.0K | 0.21% | +35+1.3% | Added |
| V-Square Quantitative Management LLC | 2,734 | $337.5K | 0.03% | −231−7.8% | Reduced |
| Atlantic Union Bankshares Corp | 2,720 | $335.8K | 0.01% | −2−0.1% | Reduced |
| Sagewood Asset Management LP | 2,660 | $328.4K | 0.07% | +269+11.3% | Added |
| KBC Group NV | 2,626 | $324.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,623 | $323.8K | 0.01% | −133−4.8% | Reduced |
| Passive Capital Management, LLC. | 3,193 | $321.9K | 0.10% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,593 | $320.1K | 0.00% | −260−9.1% | Reduced |
| Keybank National Association | 2,587 | $319.3K | 0.00% | +26+1.0% | Added |
| Sterling Capital Management LLC | 2,577 | $318.1K | 0.01% | −277−9.7% | Reduced |
| Wealthfront Advisers LLC | 2,556 | $315.5K | 0.00% | +500+24.3% | Added |
| XML Financial, LLC | 2,554 | $315.3K | 0.02% | −301−10.5% | Reduced |
| North Dakota State Investment Board | 2,530 | $312.3K | 0.01% | +43+1.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,520 | $311.1K | 0.00% | +8+0.3% | Added |
| MainStreet Investment Advisors LLC | 2,474 | $305.4K | 0.04% | +2,474 | New |
| KCM Investment Advisors LLC | 2,473 | $305.3K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,450 | $302.4K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,447 | $302.1K | 0.00% | +2,447 | New |
| Parcion Private Wealth LLC | 2,433 | $300.3K | 0.02% | +215+9.7% | Added |
| Gsa Capital Partners LLP | 2,395 | $296.0K | 0.02% | +2,395 | New |
| MUFG Securities Americas Inc. | 2,368 | $292.3K | 0.02% | +196+9.0% | Added |
| Crossmark Global Holdings, Inc. | 2,312 | $285.4K | 0.00% | +113+5.1% | Added |
| CAPROCK Group, Inc. | 2,307 | $284.8K | 0.01% | +2,307 | New |
| Ci Investments Inc. | 2,301 | $284.0K | 0.00% | +2,301 | New |
| Huntington National Bank | 2,287 | $282.3K | 0.00% | +100+4.6% | Added |
| Modera Wealth Management, LLC | 2,259 | $278.9K | 0.00% | 00.0% | Unchanged |
| Gross & Hartman Investments LLC | 2,244 | $277.0K | 0.12% | +2,244 | New |
| Safe Harbor Family Capital, LLC | 2,244 | $277.0K | 0.19% | +2,244 | New |
| Versant Capital Management, Inc | 2,215 | $273.4K | 0.02% | +301+15.7% | Added |
| Brown Brothers Harriman & Co | 2,208 | $272.6K | 0.00% | +265+13.6% | Added |
| MOR Wealth Management, LLC | 2,189 | $270.2K | 0.11% | +2,189 | New |
| EntryPoint Capital, LLC | 2,188 | $270.1K | 0.07% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 2,183 | $269.5K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,163 | $267.0K | 0.01% | −1,315−37.8% | Reduced |
| Lafayette Investments, Inc. | 2,150 | $265.4K | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,095 | $264.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,136 | $263.7K | 0.02% | −131−5.8% | Reduced |
| Callan Family Office, LLC | 2,135 | $263.5K | 0.01% | +2,135 | New |
| Pinnacle Associates Ltd | 2,134 | $263.4K | 0.00% | −131−5.8% | Reduced |
| Montgomery Investment Management Inc | 2,080 | $256.8K | 0.08% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,004 | $247.4K | 0.01% | +2,004 | New |
| Financial Network Wealth Management LLC | 2,000 | $246.0K | 0.07% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 1,990 | $245.6K | 0.12% | −225−10.2% | Reduced |
| Arkadios Wealth Advisors | 1,947 | $240.3K | 0.00% | +1,947 | New |
| Platform Technology Partners | 1,942 | $239.7K | 0.04% | −46−2.3% | Reduced |
| Lewis Asset Management, LLC | 1,939 | $239.4K | 0.08% | +14+0.7% | Added |
| waypoint wealth counsel | 1,939 | $239.4K | 0.15% | −906−31.8% | Reduced |
| Concurrent Investment Advisors, LLC | 1,926 | $237.7K | 0.00% | +1,926 | New |
| Parallel Advisors, LLC | 1,919 | $236.9K | 0.00% | +270+16.4% | Added |
| Beese Fulmer Investment Management, Inc. | 1,907 | $235.4K | 0.01% | +1,907 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,893 | $233.8K | 0.00% | −652−25.6% | Reduced |
| BFSG, LLC | 1,873 | $231.2K | 0.02% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,853 | $228.8K | 0.03% | +1,853 | New |
| GW Henssler & Associates Ltd | 1,853 | $228.7K | 0.01% | +1,853 | New |
| Samalin Investment Counsel, LLC | 1,842 | $227.4K | 0.07% | +1,842 | New |
| Compass Financial Management LLC | 1,828 | $225.6K | 0.03% | +1,828 | New |
| QTR Family Wealth, LLC | 1,806 | $222.9K | 0.08% | +1,806 | New |
| Park Avenue Securities LLC | 1,788 | $221.0K | 0.00% | +1,788 | New |
| Balyasny Asset Management LLC | 1,783 | $220.1K | 0.00% | +1,783 | New |
| Canada Post Corp Registered Pension Plan | 1,758 | $217.0K | 0.01% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,756 | $216.8K | 0.03% | +1,756 | New |
| Evergreen Capital Management LLC | 1,718 | $212.1K | 0.00% | +1,718 | New |
| Canada Pension Plan Investment Board | 1,700 | $209.8K | 0.00% | −5,300−75.7% | Reduced |
| Luts & Greenleigh Group, Inc | 1,670 | $206.1K | 0.16% | +1,670 | New |
| Bessemer Group Inc | 1,661 | $205.0K | 0.00% | +334+25.2% | Added |
| Savant Capital, LLC | 1,659 | $204.7K | 0.00% | −474−22.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,652 | $203.9K | 0.00% | +1,652 | New |
| Dorsey & Whitney Trust CO LLC | 1,650 | $203.7K | 0.01% | +1,650 | New |
| RB Capital Management, LLC | 1,647 | $203.3K | 0.04% | +1,647 | New |
| Wick Capital Partners, LLC | 1,639 | $202.3K | 0.03% | +1,639 | New |
| Stonebrook Private Inc. | 1,629 | $201.1K | 0.04% | +1,629 | New |
| Everpar Advisors LLC | 1,625 | $200.6K | 0.06% | +1,625 | New |
| CX Institutional | 1,614 | $199.0K | 0.01% | +52+3.3% | Added |
| IFP Advisors, Inc | 1,516 | $187.1K | 0.00% | −11−0.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,532 | $184.5K | 0.00% | +474+44.8% | Added |
| Optiver Holding B.V. | 1,463 | $180.6K | 0.00% | +1,463 | New |
| Mather Group, LLC. | 1,353 | $167.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,319 | $165.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,300 | $160.5K | 0.01% | +1,300 | New |
| Cassaday & Co Wealth Management LLC | 1,251 | $154.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,137 | $140.4K | 0.01% | −20−1.7% | Reduced |
| Larson Financial Group LLC | 1,077 | $133.0K | 0.00% | +535+98.7% | Added |
| GF Fund Management Co. Ltd. | 1,031 | $127.3K | 0.00% | −209−16.9% | Reduced |
| Wolff Wiese Magana LLC | 1,005 | $124.1K | 0.06% | +1,005 | New |
| Harbor Investment Advisory, LLC | 1,000 | $123.4K | 0.01% | +1,000 | New |
| Whittier Trust Co | 1,000 | $120.6K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 973 | $120.1K | 0.00% | −20,464−95.5% | Reduced |
| Quarry LP | 957 | $118.1K | 0.02% | −1,070−52.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 930 | $114.9K | 0.03% | +7+0.8% | Added |
| Quent Capital, LLC | 767 | $94.7K | 0.01% | +38+5.2% | Added |