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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 754 | $93.0K | 0.00% | +102+15.6% | Added |
| True Wealth Design, LLC | 748 | $92.3K | 0.02% | +279+59.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 732 | $90.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 725 | $89.5K | 0.00% | +67+10.2% | Added |
| Tema ETFs LLC | 597 | $73.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 527 | $65.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 521 | $64.3K | 0.00% | +521 | New |
| Kingdom Financial Group LLC. | 504 | $62.2K | 0.02% | −14−2.7% | Reduced |
| Loomis Sayles & Co L P | 503 | $62.1K | 0.00% | +197+64.4% | Added |
| Pflug Koory, LLC | 475 | $58.6K | 0.02% | +337+244.2% | Added |
| Group One Trading, L.P. | 468 | $57.8K | 0.00% | +468 | New |
| Eastern Bank | 450 | $55.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 440 | $54.3K | 0.00% | +440 | New |
| Clearstead Advisors, LLC | 400 | $49.4K | 0.00% | −1,831−82.1% | Reduced |
| Massmutual Trust Co FSB | 370 | $45.7K | 0.00% | +145+64.4% | Added |
| SJS Investment Consulting Inc. | 366 | $45.2K | 0.00% | +4+1.1% | Added |
| Parkside Financial Bank & Trust | 365 | $45.1K | 0.00% | −12−3.2% | Reduced |
| Truvestments Capital LLC | 364 | $44.9K | 0.01% | +319+708.9% | Added |
| Delta Asset Management LLC | 350 | $43.2K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 332 | $41.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 329 | $40.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 322 | $39.7K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 303 | $37.4K | 0.00% | +303 | New |
| Hilltop National Bank | 300 | $37.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 294 | $36.3K | 0.00% | +6+2.1% | Added |
| Highline Wealth Partners LLC | 285 | $35.2K | 0.01% | +210+280.0% | Added |
| New Age Alpha Advisors, LLC | 279 | $34.4K | 0.00% | +21+8.1% | Added |
| Prosperity Bancshares Inc | 276 | $34.1K | 0.02% | +276 | New |
| Anchor Investment Management, LLC | 270 | $33.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 249 | $30.7K | 0.00% | +249 | New |
| Montag A & Associates Inc | 240 | $29.6K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 240 | $29.6K | 0.01% | 00.0% | Unchanged |
| Ossiam | 223 | $27.5K | 0.00% | +223 | New |
| Onefund, LLC | 212 | $26.2K | 0.01% | −2−0.9% | Reduced |
| Cohen & Steers, Inc. | 205 | $25.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 200 | $24.7K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 190 | $23.5K | 0.00% | +5+2.7% | Added |
| ZRC Wealth Management, LLC | 181 | $22.3K | 0.01% | +176+3,520.0% | Added |
| Glen Eagle Advisors, LLC | 168 | $20.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 161 | $19.9K | 0.00% | +27+20.1% | Added |
| Zions Bancorporation, National Association | 155 | $19.1K | 0.00% | +23+17.4% | Added |
| Smithfield Trust Co | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 149 | $18.4K | 0.01% | +6+4.2% | Added |
| Los Angeles Capital Management LLC | 140 | $17.3K | 0.00% | +140 | New |
| Assetmark, Inc | 136 | $16.8K | 0.00% | +13+10.6% | Added |
| CoreCap Advisors, LLC | 129 | $15.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 117 | $14.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 117 | $14.4K | 0.01% | +15+14.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 114 | $14.1K | 0.00% | +114 | New |
| Aberdeen Wealth Management LLC | 108 | $13.3K | 0.01% | +108 | New |
| Regatta Research & Money Management | 108 | $13.3K | 0.01% | +108 | New |
| Planning Strategies Inc. | 104 | $12.8K | 0.01% | +104 | New |
| Dynamic Wealth Strategies, LLC | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 100 | $12.3K | 0.01% | +100 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 97 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 96 | $11.8K | 0.00% | +96 | New |
| Rogco, LP | 96 | $11.8K | 0.00% | +96 | New |
| GW&K Investment Management, LLC | 89 | $11.0K | 0.00% | −4−4.3% | Reduced |
| Meeder Asset Management Inc | 88 | $10.9K | 0.00% | +88 | New |
| TD Private Client Wealth LLC | 87 | $10.7K | 0.00% | +17+24.3% | Added |
| Beaird Harris Wealth Management, LLC | 82 | $10.1K | 0.00% | +82 | New |
| North Star Investment Management Corp. | 68 | $8.39K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 63 | $7.78K | 0.00% | +63 | New |
| SOA Wealth Advisors, LLC. | 59 | $7.28K | 0.00% | +59 | New |
| Owl Creek Wealth Partners LLC | 57 | $7.04K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 55 | $6.79K | 0.00% | +34+161.9% | Added |
| Ronald Blue Trust, Inc. | 55 | $6.79K | 0.00% | −1−1.8% | Reduced |
| Sachetta, LLC | 54 | $6.67K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 54 | $6.59K | 0.00% | −1−1.8% | Reduced |
| Bell Investment Advisors, Inc | 41 | $5.06K | 0.00% | −6−12.8% | Reduced |
| CVA Family Office, LLC | 40 | $4.94K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 33 | $4.07K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 32 | $3.95K | 0.00% | +6+23.1% | Added |
| Grove Bank & Trust | 31 | $3.83K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 31 | $3.83K | 0.00% | +2+6.9% | Added |
| Salomon & Ludwin, LLC | 30 | $3.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $3.58K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $3.58K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $3.21K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 25 | $3.09K | 0.00% | +15+150.0% | Added |
| Rialto Wealth Management, LLC | 22 | $2.72K | 0.00% | +7+46.7% | Added |
| West Paces Advisors Inc. | 21 | $2.59K | 0.00% | +21 | New |
| Financial Consulate, Inc | 20 | $2.47K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 19 | $2.35K | 0.00% | +19 | New |
| Harbour Investments, Inc. | 18 | $2.22K | 0.00% | −11−37.9% | Reduced |
| MidFirst Bank | 18 | $2.22K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 18 | $2.22K | 0.00% | +5+38.5% | Added |
| Noble Wealth Management PBC | 18 | $2.22K | 0.00% | +18 | New |
| Kozak & Associates, Inc. | 17 | $2.04K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $2.00K | 0.00% | +6+37.5% | Added |
| Valley National Advisers Inc | 16 | $1.98K | 0.00% | −15−48.4% | Reduced |
| Fortis Group Advisors, LLC | 15 | $1.85K | 0.00% | +15 | New |
| Burk Holdings LLC | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.48K | 0.00% | +4+50.0% | Added |
| Dunhill Financial, LLC | 11 | $1.41K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 11 | $1.36K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 10 | $1.25K | 0.00% | +10 | New |
| South State Corp. | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 10 | $1.19K | 0.00% | 00.0% | Unchanged |