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Federal Realty Investment Trust (FRT) Institutional Ownership

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$116.78 -0.47 (-0.40%)
As of 09:51 AM Eastern
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Institutional Ownership Changes (13F Filings) for Federal Realty Investment Trust (NYSE:FRT)

Current
Institutional Ownership
Percentage
93.86%
Number of
Institutional Buyers
(last 12 months)
320
Total
Institutional Inflows
(last 12 months)
$3.21B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$802.11M
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FRT Institutional Buying and Selling by Quarter

Federal Realty Investment Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Engineers Gate Manager LP27,136$3.35M0.0%N/A0.031%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC2,136$264K0.0%-5.8%0.002%
9/9/2026 NorthRock Partners LLC7,802$963K0.0%-18.0%0.009%
9/9/2026 Integrated Wealth Concepts LLC10,083$1.25M0.0%+8.4%0.012%
9/9/2026 NewEdge Advisors LLC6,690$826K0.0%+13.2%0.008%
9/9/2026 Squarepoint Ops LLC56,191$6.94M0.0%+96.1%0.065%
9/8/2026 Allworth Financial LP5,554$686K0.0%+14.1%0.006%
9/8/2026 Arizona State Retirement System21,426$2.65M0.0%-4.8%0.025%
9/8/2026 West Family Investments Inc.5,167$638K0.2%N/A0.006%
9/8/2026 Waverly Advisors LLC3,820$472K0.0%+13.5%0.004%
8/27/2026 Corient Private Wealth LP30,027$3.71M0.0%+66.7%0.035%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al12,800$1.58M0.0%N/A0.015%
8/24/2026 California State Teachers Retirement System11,168,728$1.38B0.0%+11,573.0%12.928%
8/23/2026 HB Wealth Management LLC6,039$745K0.0%+8.7%0.007%
8/22/2026 Compass Financial Management LLC1,828$226K0.0%N/A0.002%
8/22/2026 AlphaGrep UK Ltd4,159$513K0.2%N/A0.005%
8/22/2026 MOR Wealth Management LLC2,189$270K0.1%N/A0.003%
8/22/2026 Syon Capital LLC4,803$593K0.0%+24.3%0.006%
8/22/2026 TD Waterhouse Canada Inc.1,532$185K0.0%+44.8%0.002%
8/22/2026 Concurrent Investment Advisors LLC1,926$238K0.0%N/A0.002%
8/22/2026 NEOS Investment Management LLC29,907$3.66M0.0%+18.7%0.035%
8/21/2026 AXQ Capital LP3,066$378K0.0%N/A0.004%
8/21/2026 XML Financial LLC2,554$315K0.0%-10.5%0.003%
8/20/2026 Proficio Capital Partners LLC2,866$354K0.0%N/A0.003%
8/19/2026 New Mexico Educational Retirement Board3,950$488K0.0%+8.2%0.005%
8/19/2026 Wellington Management Group LLP484,702$59.83M0.0%N/A0.561%
8/18/2026 Public Employees Retirement System of Ohio125,358$15.47M0.0%N/A0.145%
8/17/2026 Adelante Capital Management LLC222,622$27.48M1.8%N/A0.258%
8/12/2026 Compass Financial Management LLC1,828$226K0.0%N/A0.002%
8/10/2026 Sound Financial Strategies Group LLC2,738$338K0.2%N/A0.003%
8/7/2026 Trust Co. of Vermont1,300$160K0.0%N/A0.002%
7/9/2026 Contravisory Investment Management Inc.9,708$1.20M0.2%+1,175.7%0.011%
7/9/2026 Everpar Advisors LLC1,625$201K0.1%N/A0.002%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.3,353$414K0.2%+11.4%0.004%
7/8/2026 Czech National Bank22,377$2.76M0.0%+4.7%0.026%
7/7/2026 GAMMA Investing LLC5,051$623K0.0%+8.0%0.006%
7/7/2026 Harbor Investment Advisory LLC1,000$123K0.0%N/A0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB370$46K0.0%+64.4%0.000%
7/2/2026 Versant Capital Management Inc2,215$273K0.0%+15.7%0.003%
6/18/2026 Pacer Advisors Inc.12,016$1.28M0.0%+95.0%0.014%
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6/3/2026 NewEdge Advisors LLC5,912$628K0.0%-1.9%0.007%
6/1/2026 Caerus Investment Advisors LLC3,289$349K0.1%-38.5%0.004%
5/22/2026 Groupama Asset Managment7,908$840K0.0%-50.3%0.009%
5/19/2026 Bank of America Corp DE509,498$54.11M0.0%+90.2%0.590%
5/19/2026Janus Henderson Group PLC413,167$43.92M0.0%+2.5%0.478%
5/19/2026 Bull Harbor Capital LLC7,569$804K0.2%N/A0.009%
5/18/2026 Amundi168,901$17.94M0.0%+6.4%0.196%
5/18/2026 EverSource Wealth Advisors LLC2,756$293K0.0%+18.8%0.003%
5/18/2026 Empire Financial Management Company LLC9,529$1.01M0.2%N/A0.011%
5/18/2026 California State Teachers Retirement System95,680$10.16M0.0%+22.0%0.111%
5/18/2026 Royal Bank of Canada226,880$24.10M0.0%+15.8%0.263%
5/18/2026 Rush Island Management LP638,538$67.82M4.5%-50.3%0.739%
5/18/2026 Resolution Capital Ltd3,644,575$387.09M8.1%+10.3%4.219%
5/16/2026 The Manufacturers Life Insurance Company64,309$6.83M0.0%+1.5%0.074%
5/16/2026 KCM Investment Advisors LLC2,473$263K0.0%-7.4%0.003%
5/16/2026 Quantinno Capital Management LP348,135$36.98M0.1%+106.7%0.403%
5/15/2026 Waverly Advisors LLC3,367$358K0.0%+22.3%0.004%
5/15/2026 Entropy Technologies LP23,129$2.46M0.1%+449.0%0.027%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund44,932$4.77M0.0%+661.2%0.052%
5/14/2026 Renaissance Technologies LLC14,300$1.52M0.0%N/A0.017%
5/14/2026 Hilltop Holdings Inc.2,450$260K0.0%N/A0.003%
5/14/2026 Morningstar Investment Management LLC4,265$453K0.0%-6.4%0.005%
5/14/2026 Public Employees Retirement System of Ohio125,839$13.37M0.0%-9.1%0.146%
5/14/2026 Compound Planning Inc.2,153$229K0.0%N/A0.002%
5/14/2026 Mizuho Markets Americas LLC131,598$13.98M0.4%+21.4%0.152%
5/14/2026 Sei Investments Co.400,662$42.55M0.0%+14.3%0.464%
5/13/2026 Lasalle Investment Management Securities LLC353,194$37.51M1.5%-1.6%0.409%
5/13/2026 NewEdge Wealth LLC6,606$702K0.0%-4.8%0.008%
5/13/2026 First Trust Advisors LP382,058$40.58M0.0%+693.9%0.442%
5/8/2026 Cassaday & Co Wealth Management LLC1,251$133K0.0%N/A0.001%
5/7/2026 AlTi Global Inc.16,239$1.73M0.0%-11.8%0.019%
5/7/2026 Earned Wealth Advisors LLC2,174$231K0.0%N/A0.003%
5/7/2026 Dimensional Fund Advisors LP1,284,001$136.37M0.0%+4.3%1.486%
5/7/2026 Parallel Advisors LLC1,649$175K0.0%+45.2%0.002%
5/7/2026 Swiss National Bank162,100$17.22M0.0%+0.2%0.188%
5/6/2026 California Public Employees Retirement System180,719$19.19M0.0%-5.7%0.209%
5/6/2026 Kesler Norman & Wride LLC13,650$1.45M0.2%-1.0%0.016%
5/6/2026 Kera Capital Partners Inc.3,685$391K0.0%+26.2%0.004%
5/6/2026 Modera Wealth Management LLC2,259$240K0.0%+10.5%0.003%
5/6/2026 Bessemer Group Inc.1,327$141K0.0%+60.5%0.002%
5/6/2026 Allspring Global Investments Holdings LLC10,337$1.10M0.0%+10.0%0.012%
5/5/2026 Wealthfront Advisers LLC2,056$218K0.0%N/A0.002%
5/5/2026 Bank of New York Mellon Corp660,467$70.15M0.0%-3.4%0.765%
5/5/2026 Sanctuary Advisors LLC4,805$510K0.0%+4.4%0.006%
5/5/2026 Sigma Planning Corp14,793$1.57M0.0%+10.4%0.017%
5/4/2026 Calamos Wealth Management LLC3,293$350K0.0%N/A0.004%
5/4/2026 Calamos Advisors LLC3,293$350K0.0%N/A0.004%
5/4/2026 Mattern Capital Management LLC54,361$5.77M0.7%-33.1%0.063%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,547$377K0.0%N/A0.004%
5/4/2026 Principal Financial Group Inc.124,272$13.20M0.0%-20.7%0.144%
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5/4/2026 Chicago Partners Investment Group LLC8,611$948K0.0%+69.6%0.010%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS56,967$6.05M0.0%+23.4%0.066%
5/1/2026 Fifth Third Bancorp24,205$2.57M0.0%+771.6%0.028%
5/1/2026 Sequoia Financial Advisors LLC3,895$414K0.0%-7.0%0.005%
4/30/2026 Hsbc Holdings PLC272,683$28.96M0.0%-25.7%0.316%
4/30/2026 Kestra Advisory Services LLC2,931$311K0.0%-47.8%0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.438,553$46.58M0.0%+0.6%0.508%
4/30/2026 Resona Asset Management Co. Ltd.55,378$5.79M0.0%+4.8%0.064%
4/28/2026 Abel Hall LLC4,361$463K0.1%+4.1%0.005%
4/28/2026DGS Capital Management LLC3,671$390K0.1%-17.7%0.004%


FRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 565 institutional investors and hedge funds held shares of Federal Realty Investment Trust. The most heavily invested institutionals were California State Teachers Retirement System ($1.38B), Vanguard Group Inc. ($1.33B), Norges Bank ($734.29M), State Street Corp ($661.71M), Resolution Capital Ltd ($387.09M), Invesco Ltd. ($275.47M), and Geode Capital Management LLC ($221.22M).Learn more on Federal Realty Investment Trust's institutional investors.

93.86% of Federal Realty Investment Trust's stock is owned by institutional investors. Learn more on FRT's institutional investor holdings.

Of the 499 institutional investors that purchased Federal Realty Investment Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($21.79M), California State Teachers Retirement System ($11.10M), AQR Capital Management LLC ($1.72M), Centersquare Investment Management LLC ($1.14M), Resolution Capital Ltd ($1.07M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.07M), and Invesco Ltd. ($1.05M).

Institutional investors have bought a total of 28,996,428 shares in the last 24 months. This purchase volume represents approximately $3.21B in transactions.

Of the 175 institutional investors that sold Federal Realty Investment Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hsbc Holdings PLC ($770.25K), JPMorgan Chase & Co. ($675.88K), Rush Island Management LP ($672.95K), Centersquare Investment Management LLC ($663.21K), Massachusetts Financial Services Co. MA ($625.30K), Rakuten Investment Management Inc. ($497.94K), and Balyasny Asset Management L.P. ($326.04K).

Institutional investors have sold a total of 7,890,439 shares in the last 24 months. This volume of shares sold represents approximately $802.11M in transactions.



Institutional ownership data for NYSE:FRT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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