Federal Realty Invs TrustFRT
13F holders, Q1 2024 (March 31)446holders
7famous investors
$102.18avg. 13F price*
At the end of Q1 2024, 446 institutions reported holding Federal Realty Invs Trust (FRT) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock Inc. ($850.5M) and Norges Bank ($736.8M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Federal Realty Invs Trust
- Sector
- Real Estate
- CUSIP
- 313745101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $94.5M |
| Exits | 43 | $117.3M |
Ownership 446 holders
| Vanguard Group Inc. | 0.03% | Add +1.6% | 12,731,109 | $1.3B |
| BlackRock Inc. | 0.02% | Add +1.9% | 8,328,058 | $850.5M |
| Norges Bank | 0.12% | Add +0.0% | 7,215,470 | $736.8M |
| State Street Corp. | 0.03% | Reduce -7.2% | 6,373,555 | $657.7M |
| JPMorgan Chase & Co. | 0.05% | Add +22.9% | 5,070,346 | $517.8M |
| Resolution Capital Ltd | 6.50% | Add +15.8% | 3,556,547 | $363.2M |
| Capital Research Global Investors | 0.06% | Add +0.1% | 2,412,579 | $246.4M |
| Invesco Ltd. | 0.04% | Add +1.1% | 2,044,201 | $208.8M |
| Massachusetts Financial Services Co. | 0.06% | Add +40.4% | 1,903,814 | $194.4M |
| Geode Capital Management, LLC | 0.02% | Add +2.9% | 1,877,793 | $191.5M |
| ProShare Advisors LLC | 0.46% | Reduce -6.5% | 1,695,146 | $173.1M |
| Rush Island Management, LP | 11.51% | Add +75.4% | 1,295,607 | $132.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.5% | 1,184,864 | $121.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.7% | 1,130,034 | $115.4M |
| Legal & General Group Plc | 0.03% | Reduce -0.2% | 952,697 | $97.3M |
| Wells Fargo & Company | 0.02% | Add +3.6% | 902,806 | $92.2M |
| Morgan Stanley | 0.01% | Reduce -6.3% | 890,767 | $91.0M |
| Clark Capital Management Group, Inc. | 0.66% | Add +2.9% | 860,582 | $87.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +2.8% | 748,152 | $76.4M |
| Northern Trust Corp. | 0.01% | Reduce -2.4% | 735,748 | $75.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.1% | 690,226 | $70.5M |
| PGGM Investments | 0.89% | Add +0.2% | 601,442 | $61.4M |
| Adage Capital Partners Gp, L.L.C. | 0.10% | Add +2.1% | 522,100 | $53.3M |
| Nuveen Asset Management, LLC | 0.02% | Add +22.9% | 514,480 | $52.7M |
| APG Asset Management US Inc. | 0.27% | No change | 470,232 | $47.4M |
| Waterfront Capital Partners, LLC | 4.39% | New | 460,464 | $47.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.1% | 399,073 | $40.8M |
| Nomura Asset Management Co. Ltd. | 0.14% | Add +4.3% | 385,411 | $39.4M |
| Royal Bank of Canada | 0.01% | Add +70.4% | 383,079 | $39.1M |
| Macquarie Group Ltd. | 0.04% | Reduce -1.6% | 365,513 | $37.0M |
| Vest Financial, LLC | 0.98% | Add +18.0% | 360,992 | $36.9M |
| Sei Investments Co. | 0.05% | Add +10.9% | 348,319 | $35.6M |
| STRS Ohio | 0.14% | Add +153.4% | 346,581 | $35.4M |
| Victory Capital Management Inc. | 0.03% | Add +17.3% | 328,859 | $33.6M |
| HSBC Holdings PLC | 0.02% | Reduce -16.3% | 324,331 | $33.1M |
| FMR LLC | 0.00% | Reduce -19.3% | 312,908 | $32.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 309,103 | $31.6M |
| ExodusPoint Capital Management, LP | 0.37% | New | 290,262 | $29.6M |
| Citigroup Inc. | 0.03% | Add +136.6% | 281,702 | $28.8M |
| Deutsche Bank AG | 0.01% | Add +71.7% | 259,808 | $26.5M |
| Mizuho Markets Americas LLC | 0.59% | Add +311.0% | 212,129 | $21.7M |
| Renaissance Technologies | 0.03% | Add +353.5% | 206,800 | $21.1M |
| Bank of America Corp. | 0.00% | Add +11.0% | 190,809 | $19.5M |
| Masterton Capital Management, LP | 14.39% | No change | 179,753 | $18.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -2.6% | 178,547 | $18.2M |
| CBRE Investment Management Listed Real Assets LLC | 0.34% | Add +1.0% | 177,858 | $18.2M |
| RWC Asset Management LLP | 1.35% | Reduce -5.7% | 174,131 | $17.8M |
| Centersquare Investment Management LLC | 0.20% | Add +42.2% | 169,527 | $17.7M |
| UBS Group AG | 0.01% | Reduce -9.0% | 168,773 | $17.2M |
| Bank of Montreal | 0.01% | Add +202.4% | 162,833 | $16.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +9.6% | 162,046 | $16.5M |
| Robeco Institutional Asset Management B.V. | 0.03% | Add +30.5% | 152,795 | $15.6M |
| Rhumbline Advisers | 0.01% | Reduce -5.3% | 152,468 | $15.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +15.7% | 147,379 | $15.1M |
| Swiss National Bank | 0.01% | Add +0.3% | 145,000 | $14.8M |
| Marshall Wace, LLP | 0.02% | Reduce -49.1% | 144,440 | $14.8M |
| California Public Employees Retirement System | 0.01% | Reduce -7.1% | 143,100 | $14.6M |
| Credit Suisse AG/ | 0.01% | Reduce -5.0% | 142,329 | $14.5M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -2.5% | 136,685 | $14.0M |
| State of Tennessee, Department of Treasury | 0.05% | Reduce -17.4% | 128,477 | $13.1M |
| AXA S.A. | 0.04% | Add +5.4% | 125,716 | $12.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +6.5% | 122,375 | $12.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.15% | Add +29.5% | 119,627 | $12.2M |
| Bank of Nova Scotia | 0.02% | Add +1949.0% | 119,314 | $12.2M |
| Meiji Yasuda Asset Management Co Ltd. | 0.52% | Reduce -4.4% | 118,940 | $12.1M |
| Barclays PLC | 0.01% | Reduce -13.8% | 118,849 | $12.1M |
| Raymond James & Associates | 0.01% | Reduce -9.0% | 117,505 | $12.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.6% | 114,706 | $11.7M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -2.5% | 111,231 | $11.4M |
| Prudential Financial Inc. | 0.02% | Add +4.6% | 107,192 | $10.9M |
| Millennium Management | 0.01% | Reduce -68.7% | 102,877 | $10.5M |
| Pacific Heights Asset Management LLC | 0.84% | No change | 100,000 | $10.2M |
| Schonfeld Strategic Advisors LLC | 0.08% | Reduce -29.5% | 99,417 | $10.2M |
| Westwood Holdings Group Inc. | 0.08% | Add +19.1% | 95,735 | $9.8M |
| Guggenheim Capital LLC | 0.07% | Add +6.1% | 95,406 | $9.7M |
| Curi Capital, LLC | 0.22% | Add +10.2% | 92,755 | $9.5M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 92,280 | $9.4M |
| Principal Financial Group Inc. | 0.01% | Add +1.8% | 86,360 | $8.8M |
| Amundi | 0.00% | Add +15.9% | 87,229 | $8.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -15.4% | 86,522 | $8.6M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.6% | 80,842 | $8.3M |
| Yousif Capital Management, LLC | 0.09% | Add +4.0% | 78,351 | $8.0M |
| AQR Capital Management | 0.01% | Reduce -0.7% | 78,026 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Add +2.5% | 81,231 | $7.7M |
| California State Teachers Retirement System | 0.01% | Reduce -5.6% | 75,209 | $7.7M |
| Mattern Capital Management, LLC | 1.01% | Add +9.2% | 72,708 | $7.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -8.5% | 72,375 | $7.4M |
| Cinctive Capital Management LP | 0.38% | Add +311.0% | 72,105 | $7.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -9.1% | 72,019 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.8% | 70,472 | $7.2M |
| LPL Financial LLC | 0.00% | Add +25.6% | 67,648 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +9.7% | 66,583 | $6.8M |
| Voloridge Investment Management, LLC | 0.02% | Add +411.4% | 63,573 | $6.5M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.76% | Reduce -2.3% | 62,908 | $6.4M |
| Davis Selected Advisers | 0.04% | Reduce -1.5% | 61,360 | $6.3M |
| Retirement Systems of Alabama | 0.02% | Add +0.0% | 60,705 | $6.2M |
| Long Pond Capital, LP | 0.35% | New | 60,000 | $6.1M |
| Fisher Asset Management | 0.00% | Reduce -0.3% | 56,073 | $5.7M |
| Aberdeen Group plc | 0.01% | Add +14.2% | 54,808 | $5.6M |
| Employees Retirement System of Texas | 0.06% | Reduce -24.6% | 52,000 | $5.3M |
"% of holder's portfolio" is FRT's weight in each manager's 13F, not the share of Federal Realty Invs Trust the manager owns.