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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.

Institutional holdersQ2 2026: 623 institutions
Q1 2021: 388 institutionsQ2 2021: 400 institutionsQ3 2021: 414 institutionsQ4 2021: 343 institutionsQ1 2022: 399 institutionsQ2 2022: 402 institutionsQ3 2022: 389 institutionsQ4 2022: 428 institutionsQ1 2023: 434 institutionsQ2 2023: 416 institutionsQ3 2023: 415 institutionsQ4 2023: 452 institutionsQ1 2024: 448 institutionsQ2 2024: 452 institutionsQ3 2024: 505 institutionsQ4 2024: 490 institutionsQ1 2025: 481 institutionsQ2 2025: 491 institutionsQ3 2025: 510 institutionsQ4 2025: 527 institutionsQ1 2026: 560 institutionsQ2 2026: 623 institutions
Value heldQ2 2026: $10.6B
Q1 2021: $7.49BQ2 2021: $8.81BQ3 2021: $8.81BQ4 2021: $7.56BQ1 2022: $8.95BQ2 2022: $7.19BQ3 2022: $6.98BQ4 2022: $7.97BQ1 2023: $7.65BQ2 2023: $7.63BQ3 2023: $7.14BQ4 2023: $8.03BQ1 2024: $8.12BQ2 2024: $7.98BQ3 2024: $9.34BQ4 2024: $9.53BQ1 2025: $8.08BQ2 2025: $7.79BQ3 2025: $7.70BQ4 2025: $8.47BQ1 2026: $8.33BQ2 2026: $10.6B
Institutions holding FRT and their total value by quarter
QuarterHoldersValue
Q2 2026623$10.6B
Q1 2026560$8.33B
Q4 2025527$8.47B
Q3 2025510$7.70B
Q2 2025491$7.79B
Q1 2025481$8.08B
Q4 2024490$9.53B
Q3 2024505$9.34B
Q2 2024452$7.98B
Q1 2024448$8.12B
Q4 2023452$8.03B
Q3 2023415$7.14B
Q2 2023416$7.63B
Q1 2023434$7.65B
Q4 2022428$7.97B
Q3 2022389$6.98B
Q2 2022402$7.19B
Q1 2022399$8.95B
Q4 2021343$7.56B
Q3 2021414$8.81B
Q2 2021400$8.81B
Q1 2021388$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.

Institutions holding FRT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
JPL Wealth Management, LLC9$1.11K0.00%+5+125.0%Added
Bogart Wealth, LLC9$1.11K0.00%+9New
Covestor Ltd7$1.00K0.00%−24−77.4%Reduced
Golden State Wealth Management, LLC8$9880.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$9880.00%00.0%Unchanged
Signature Equity Partners, LLC8$9630.00%00.0%Unchanged
Clark Wealth Partners7$8650.00%00.0%Unchanged
City State Bank5$6170.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$6170.00%+5New
JFS Wealth Advisors, LLC4$4940.00%+4New
Caitlin John, LLC4$4480.00%00.0%Unchanged
Quaker Wealth Management, LLC3$3710.00%00.0%Unchanged
Tidemark, LLC3$3700.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.3$3700.00%+2+200.0%Added
SHP Wealth Management3$3700.00%+3New
Cornerstone Planning Group LLC2$2500.00%+2New
American Capital Advisory, LLC2$2470.00%00.0%Unchanged
Colonial Trust Co2$2470.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$2470.00%+2New
Silicon Valley Capital Partners1$1250.00%00.0%Unchanged
Private Wealth Management Group, LLC1$1240.00%00.0%Unchanged
Ogorek Anthony Joseph6$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
Northwood Liquid Management LP0$00.00%−638,538−100.0%Sold out
Millennium Management LLC0$00.00%−597,689−100.0%Sold out
Nan Fung Trinity (HK) Ltd0$00.00%−64,000−100.0%Sold out
Sophron Capital Management L.P.0$00.00%−35,021−100.0%Sold out
Holocene Advisors, LP0$00.00%−21,472−100.0%Sold out
LMR Partners LLP0$00.00%−18,791−100.0%Sold out
Portfolio Design Labs, LLC0$00.00%−9,562−100.0%Sold out
Ascent Group, LLC0$00.00%−8,022−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−8,000−100.0%Sold out
Prospera Financial Services Inc0$00.00%−7,750−100.0%Sold out
Storebrand Asset Management AS0$00.00%−6,854−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−4,790−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,603−100.0%Sold out
Abel Hall, LLC0$00.00%−4,361−100.0%Sold out
Freestone Grove Partners LP0$00.00%−4,065−100.0%Sold out
Walleye Trading LLC0$00.00%−3,790−100.0%Sold out
Calamos Advisors LLC0$00.00%−3,293−100.0%Sold out
Calamos Wealth Management LLC0$00.00%−3,293−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−3,093−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−2,333−100.0%Sold out
Phocas Financial Corp.0$00.00%−2,313−100.0%Sold out
GTS Securities LLC0$00.00%−2,285−100.0%Sold out
Evoke Wealth, LLC0$00.00%−2,251−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−2,174−100.0%Sold out
CIBC World Markets Inc.0$00.00%−2,143−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−1,973−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−1,949−100.0%Sold out
Kempen Capital Management N.V.0$00.00%−1,947−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−1,394−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−518−100.0%Sold out
Advisory Services Network, LLC0$00.00%−360−100.0%Sold out
DAGCO, Inc.0$00.00%−350−100.0%Sold out
Clarity Asset Management, Inc.0$00.00%−290−100.0%Sold out
Root Financial Partners, LLC0$00.00%−216−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−199−100.0%Sold out
Ancora Advisors, LLC0$00.00%−126−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−117−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−85−100.0%Sold out
Financial Freedom, LLC0$00.00%−67−100.0%Sold out
Golden State Equity Partners0$00.00%−23−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−20−100.0%Sold out
Elequin Capital LP0$00.00%−18−100.0%Sold out
Clayton Financial Group LLC0$00.00%−14−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−10−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−10−100.0%Sold out
Synergy Investment Management, LLC0$00.00%−8−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−7−100.0%Sold out
Napier Financial, LLC0$00.00%−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