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

0200400600800 Q1 2024: 446Q1 2024Q2 2024: 450Q2 2024Q3 2024: 503Q3 2024Q4 2024: 488Q4 2024Q1 2025: 478Q1 2025Q2 2025: 488Q2 2025Q3 2025: 508Q3 2025Q4 2025: 525Q4 2025Q1 2026: 558Q1 2026Q2 2026: 621Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions37$94.5M
Exits43$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
Vident Advisory, LLC 0.10% Add +107.9% 46,501 $4.7M
State of Alaska, Department of Revenue 0.05% Add +0.5% 46,497 $4.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -7.9% 46,145 $4.7M
Osaic Holdings, Inc. 0.01% Reduce -51.1% 45,524 $4.7M
SG Americas Securities, LLC 0.02% Add +133.3% 45,035 $4.6M
Nisa Investment Advisors, LLC 0.03% Add +0.4% 42,891 $4.4M
Royal London Asset Management Ltd. 0.01% Reduce -4.4% 42,010 $4.3M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -1.2% 41,485 $4.2M
Xcel Wealth Management, LLC 1.29% Reduce -1.4% 40,190 $4.1M
Trillium Asset Management, LLC 0.10% Add +100.1% 40,005 $4.1M
Janus Henderson Group PLC 0.00% No change 39,460 $4.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -5.4% 38,133 $3.9M
HighTower Advisors, LLC 0.01% Reduce -1.9% 36,479 $3.7M
Treasurer of the State of North Carolina 0.02% Add +0.7% 36,104 $3.7M
Toronto Dominion Bank 0.01% Reduce -9.5% 34,441 $3.5M
Squarepoint Ops LLC 0.01% Reduce -45.6% 33,925 $3.5M
Kinloch Capital, LLC 1.78% Add +23.4% 33,847 $3.5M
Van Eck Associates Corp. 0.01% Add +3.8% 32,111 $3.3M
UniSuper Management Pty Ltd 0.03% Add +33.4% 31,830 $3.3M
PNC Financial Services Group, Inc. 0.00% Add +2.5% 31,635 $3.2M
Pictet Asset Management Holding SA 0.00% Add +4.7% 31,322 $3.2M
Vert Asset Management LLC 1.32% Add +7.3% 30,845 $3.1M
Raymond James Financial Services Advisors, Inc. 0.00% Add +122.7% 30,753 $3.1M
Susquehanna Portfolio Strategies, LLC 0.07% No change 30,677 $3.1M
Citadel Advisors 0.00% Reduce -97.3% 30,668 $3.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -1.1% 30,448 $3.1M
Daiwa Securities Group Inc. 0.02% Add +11.1% 29,559 $3.0M
FIL Ltd 0.00% No change 29,411 $3.0M
Resona Asset Management Co.,Ltd. 0.02% — 29,093 $3.0M
Liberty Mutual Group Asset Management Inc. 0.83% No change 28,551 $2.9M
Cibc World Markets Corp. 0.02% Reduce -14.3% 27,379 $2.8M
American Century Companies Inc. 0.00% Add +15.2% 26,398 $2.7M
Campbell & CO Investment Adviser LLC 0.22% Add +22.5% 24,792 $2.5M
Voya Investment Management LLC 0.00% Reduce -3.6% 24,238 $2.5M
State of Wisconsin Investment Board 0.01% Reduce -23.4% 24,019 $2.5M
Intact Investment Management Inc. 0.09% No change 23,400 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +9.2% 24,043 $2.4M
Comerica Bank 0.01% Reduce -1.2% 23,199 $2.4M
Janney Capital Management LLC 0.16% Reduce -66.5% 22,965 $2.3M
AlTi Global, Inc. 0.07% Add +0.7% 22,665 $2.3M
Peapack Gladstone Financial Corp. 0.04% Add +0.9% 22,119 $2.3M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 21,791 $2.2M
Cetera Investment Advisers 0.01% Add +274.5% 21,711 $2.2M
Quantinno Capital Management LP 0.05% Add +14.5% 21,711 $2.2M
Pearl River Capital, LLC 0.34% Add +310.7% 21,246 $2.2M
Focus Partners Wealth 0.02% Reduce -1.5% 20,450 $2.1M
Arizona State Retirement System 0.01% Reduce -1.6% 20,189 $2.1M
State of Michigan Retirement System 0.01% No change 20,162 $2.1M
Avantax Advisory Services, Inc. 0.02% Add +6.6% 19,851 $2.0M
American International Group, Inc. 0.01% Reduce -0.3% 19,272 $2.0M
Algert Global LLC 0.07% Add +14.0% 18,528 $1.9M
Danske Bank A/S 0.01% — 18,199 $1.9M
New York Life Investment Management LLC 0.02% Reduce -3.1% 18,009 $1.8M
Franklin Resources Inc. 0.00% Add +3.5% 17,916 $1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +36.2% 17,467 $1.8M
Teacher Retirement System of Texas 0.01% Reduce -39.1% 17,343 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -3.5% 17,340 $1.8M
1832 Asset Management L.P. 0.00% Reduce -12.2% 17,300 $1.8M
Blackhawk Capital Partners, LLC 1.10% Reduce -18.4% 17,249 $1.8M
MML Investors Services, LLC 0.01% Add +3.4% 16,643 $1.7M
Kesler, Norman & Wride, LLC 0.35% Reduce -8.9% 16,162 $1.7M
Ossiam 0.03% Add +93.6% 15,813 $1.6M
Steward Partners Investment Advisory, LLC 0.02% Reduce -1.0% 15,637 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -33.2% 15,634 $1.6M
Handelsbanken Fonder AB 0.01% No change 15,600 $1.6M
Amalgamated Bank 0.01% Reduce -31.4% 15,569 $1.6M
Lasalle Investment Management Securities LLC 0.07% No change 15,464 $1.6M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6.3% 15,261 $1.6M
Texas Permanent School Fund Corp. 0.01% Add +4.3% 15,182 $1.6M
Stableford Capital II LLC 0.62% Add +53.0% 15,024 $1.5M
Truist Financial Corp. 0.00% Add +88.3% 14,391 $1.5M
Brown Advisory Inc. 0.00% Add +21.6% 14,352 $1.5M
Quadrature Capital Ltd 0.02% Reduce -30.8% 14,095 $1.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -76.8% 14,000 $1.4M
Utah Retirement Systems 0.02% No change 13,970 $1.4M
Jefferies Financial Group Inc. 0.03% New 13,309 $1.4M
TD Asset Management Inc 0.00% Add +1.5% 13,194 $1.3M
Natixis 0.01% Reduce -19.4% 12,978 $1.3M
Storebrand Asset Management As 0.00% Reduce -5.6% 12,945 $1.3M
Czech National Bank 0.02% Add +0.4% 12,923 $1.3M
Allspring Global Investments Holdings, LLC 0.00% Add +47.8% 12,719 $1.3M
Loudon Investment Management, LLC 0.73% Add +535.1% 12,479 $1.3M
Heitman Real Estate Securities LLC 0.07% Reduce -94.1% 12,343 $1.3M
Spirit of America Management Corp. 0.25% Reduce -2.4% 12,100 $1.2M
Meridian Wealth Management, LLC 0.20% Add +18.6% 11,617 $1.2M
D. E. Shaw & Co. 0.00% New 11,419 $1.2M
Public Sector Pension Investment Board 0.01% No change 11,017 $1.1M
Lido Advisors, LLC 0.01% Add +164.3% 10,627 $1.1M
CIBC Asset Management Inc 0.00% Add +2.7% 10,657 $1.1M
FourThought Financial Partners, LLC 0.12% Add +13.5% 10,637 $1.1M
GeoWealth Management, LLC 0.04% New 10,477 $1.1M
M&T Bank Corp 0.00% Reduce -2.6% 10,431 $1.1M
Sigma Planning Corp 0.03% Add +153.9% 10,320 $1.1M
ING Groep NV 0.01% Add +0.1% 10,066 $1.0M
Mutual of America Capital Management LLC 0.01% Reduce -2.0% 9,632 $984K
First Trust Advisors LP 0.00% Reduce -74.9% 9,619 $982K
JB Capital LLC 0.07% Add +13.4% 9,558 $976K
Nissay Asset Management Corp. /Japan 0.01% Add +2.7% 9,138 $933K
Rafferty Asset Management, LLC 0.00% Reduce -10.7% 8,800 $899K
Kestra Advisory Services, LLC 0.01% New 8,411 $868K
Jump Financial, LLC 0.02% Reduce -66.0% 8,146 $832K
Pathstone Holdings, LLC 0.00% Add +17.4% 8,018 $822K
Ameritas Investment Partners, Inc. 0.03% No change 7,916 $808K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% Reduce -1.1% 7,897 $806K
Joel Isaacson & Co., LLC 0.04% No change 7,885 $805K
Public Employees Retirement Association of Colorado 0.00% Reduce -1.9% 7,804 $797K
Infrastructure Capital Advisors, LLC 0.13% Add +291.3% 7,700 $786K
Fort Point Capital Partners LLC 0.11% No change 7,684 $785K
Independent Advisor Alliance 0.03% Reduce -5.4% 7,543 $770K
First National Trust Co 0.03% No change 7,424 $758K
AXS Investments LLC 0.18% New 7,406 $756K
Burke & Herbert Bank & Trust Co. 0.56% No change 7,335 $749K
Jeppson Wealth Management, LLC 0.28% Add +0.3% 7,073 $722K
Xponance LLC 0.01% Reduce -27.7% 6,827 $697K
NewEdge Wealth, LLC 0.02% Add +3.1% 6,606 $693K
Creative Planning 0.00% Add +0.2% 6,783 $693K
Metis Global Partners, LLC 0.02% Add +4.5% 6,495 $663K
Susquehanna Fundamental Investments, LLC 0.03% New 6,437 $657K
Swiss Life Asset Management Ltd 0.01% New 6,381 $652K
Chartwell Investment Partners, LLC 0.02% Reduce -50.4% 6,379 $651K
Ethic Inc. 0.02% Add +3.2% 6,281 $641K
Oregon Public Employees Retirement Fund 0.01% Add +8.7% 6,244 $638K
Commonwealth Equity Services, LLC 0.00% Add +16.2% 6,219 $635K
PFG Investments, LLC 0.04% Reduce -3.9% 6,061 $619K
Norinchukin Bank, The 0.02% Reduce -1.2% 6,059 $619K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -5.3% 5,959 $609K
Entropy Technologies, LP 0.06% New 5,899 $602K
Maryland State Retirement & Pension System 0.01% No change 6,223 $602K
AlphaQuest LLC 0.10% Reduce -47.4% 5,892 $602K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.8% 5,865 $599K
Bailard, Inc. 0.02% Reduce -1.6% 5,817 $594K
SlateStone Wealth, LLC 0.06% New 5,760 $588K
Rodgers Brothers Inc. 0.08% Reduce -3.4% 5,675 $580K
DoubleLine ETF Adviser LP 0.15% Add +10.4% 5,604 $572K
Kentucky Retirement Systems 0.02% Reduce -5.1% 5,579 $570K
Park Avenue Securities LLC 0.01% Add +10.0% 5,421 $554K
Creative Financial Designs Inc. 0.05% Add +161.6% 5,331 $544K
Csenge Advisory Group 0.03% Reduce -0.1% 5,279 $539K
Banco Santander, S.A. 0.01% New 5,267 $538K
Metropolitan Life Insurance Co 0.02% Reduce -0.1% 5,231 $534K
Vanguard Personalized Indexing Management, LLC 0.01% Add +14.0% 5,158 $527K
Vanderbilt University 0.11% New 5,123 $523K
Revisor Wealth Management LLC 0.23% Add +108.3% 4,956 $508K
Pacer Advisors, Inc. 0.00% Add +2.8% 4,978 $508K
PEAK6 Investments LLC 0.02% Reduce -17.6% 4,810 $491K
Hartford Investment Management Co. 0.02% Reduce -4.7% 4,711 $481K
Principal Securities, Inc. 0.01% Add +10.7% 4,705 $480K
Wealth Alliance Advisory Group, LLC 0.11% Add +2.1% 4,679 $478K
Neuberger Berman Group LLC 0.00% Add +19.5% 4,675 $477K
Schroder Investment Management Group 0.00% Reduce -98.2% 4,662 $476K
Capula Management Ltd 0.02% New 4,623 $472K
Crossmark Global Holdings, Inc. 0.01% Add +2.6% 4,588 $469K
Ofi Invest Asset Management 0.01% Reduce -10.9% 4,910 $464K
Praxis Investment Management Inc. 0.03% No change 4,450 $454K
Gen-Wealth Partners Inc 0.22% — 4,318 $441K
Credit Agricole S A 0.01% Add +114.8% 4,463 $440K
Louisiana State Employees Retirement System 0.01% Reduce -2.3% 4,300 $439K
Northwest & Ethical Investments L.P. 0.01% Reduce -1.7% 4,206 $430K
Northwestern Mutual Wealth Management Co. 0.00% Add +11.4% 4,147 $423K
Securian Asset Management, Inc. 0.01% Reduce -10.6% 4,143 $423K
Great Lakes Advisors, LLC 0.00% Reduce -46.7% 4,129 $422K
Two Sigma Investments, LP 0.00% Reduce -71.1% 4,113 $420K
Prospera Financial Services Inc 0.01% Reduce -20.4% 3,993 $408K
NovaPoint Capital, LLC 0.14% Reduce -16.3% 3,962 $405K
Global X Japan Co., Ltd. 0.09% No change 3,826 $403K
Engineers Gate Manager LP 0.01% Reduce -58.7% 3,894 $398K
Stephens Inc. 0.01% New 3,861 $394K
Lockheed Martin Investment Management Co. 0.03% Reduce -21.0% 3,765 $393K
NewEdge Advisors, LLC 0.00% Reduce -11.2% 3,792 $387K
Verition Fund Management LLC 0.00% Add +24.9% 3,780 $386K
New Mexico Educational Retirement Board 0.01% Reduce -2.6% 3,750 $383K
Monetary Management Group Inc. 0.11% No change 3,750 $383K
Tower Research Capital LLC (TRC) 0.01% Reduce -74.3% 3,699 $378K
Sandy Spring Bank 0.02% Reduce -6.7% 3,609 $369K
Jane Street Group, LLC 0.00% Reduce -81.0% 3,574 $365K
Glenmede Trust Co. NA 0.00% Reduce -3.7% 3,537 $361K
Trust Co. of Vermont 0.02% Add +16.0% 3,500 $357K
Equitable Holdings, Inc. 0.00% Reduce -13.6% 3,485 $356K
Corient Private Wealth LP 0.00% Add +40.7% 3,479 $355K
Machina Capital S.A.S. 0.18% Add +16.2% 3,373 $344K
Cerity Partners LLC 0.00% New 3,354 $343K
Morningstar Investment Management LLC 0.04% No change 3,265 $333K
CWA Asset Management Group, LLC 0.02% Add +26.4% 3,218 $329K
Thrivent Financial for Lutherans 0.00% Reduce -1.9% 3,129 $320K
Aviva PLC 0.00% Reduce -0.2% 3,106 $317K
IFP Advisors, Inc 0.01% Reduce -14.8% 3,085 $315K
Fiduciary Group, LLC 0.03% No change 3,075 $314K
Steward Partners Investment Solutions, LLC 0.05% New 3,012 $308K
Strategy Asset Managers LLC 0.07% Add +5.8% 3,001 $306K
BLB&B Advisors, LLC 0.02% Reduce -23.8% 3,000 $306K
Mariner, LLC 0.00% Reduce -43.2% 2,939 $300K
KCM Investment Advisors LLC 0.01% Reduce -0.7% 2,876 $294K
Modera Wealth Management, LLC 0.00% Add +4.6% 2,838 $290K
Mackenzie Financial Corp. 0.00% Reduce -21.4% 2,822 $288K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +10.2% 2,714 $277K
US Bancorp \de 0.00% Reduce -26.5% 2,708 $277K
Montgomery Investment Management Inc. 0.10% Reduce -50.2% 2,630 $269K
Captrust Financial Advisors 0.00% Reduce -12.7% 2,608 $266K
Cipher Capital LP 0.12% Add +29.9% 2,589 $264K
Panagora Asset Management Inc. 0.00% No change 2,532 $259K
Apollon Wealth Management, LLC 0.01% Reduce -23.9% 2,495 $255K
Keybank National Association 0.00% Add +0.3% 2,474 $253K
Tidal Investments LLC 0.00% New 2,468 $252K
Kapitalo Investimentos Ltda 0.05% Add +15.6% 2,427 $248K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -7.4% 2,424 $248K
Heritage Investors Management Corp. 0.01% No change 2,384 $243K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.2% 2,331 $238K
Private Advisor Group, LLC 0.00% Reduce -11.6% 2,277 $233K
Smith Shellnut Wilson LLC 0.12% No change 2,271 $232K
Gotham Asset Management 0.00% Reduce -12.6% 2,271 $232K
O'shaughnessy Asset Management, LLC 0.00% New 2,258 $231K
iA Global Asset Management Inc. 0.00% Add +19.5% 2,221 $227K
Powell Investment Advisors, LLC 0.12% No change 2,183 $225K
V-Square Quantitative Management LLC 0.03% No change 2,179 $223K
Fifth Third Bancorp 0.00% Reduce -4.3% 2,177 $222K
Los Angeles Capital Management LLC 0.00% New 2,167 $221K
Lafayette Investments, Inc. 0.05% No change 2,150 $220K
Kaizen Financial Strategies 0.15% Add +1.1% 2,106 $215K
Baird Financial Group, Inc. 0.00% Reduce -14.7% 2,089 $213K
Laird Norton Wetherby Wealth Management, LLC 0.01% New 2,087 $213K
RB Capital Management, LLC 0.06% Reduce -0.1% 2,057 $210K
Cadence Bank 0.01% No change 2,000 $204K
Intrua Financial, LLC 0.03% Reduce -36.5% 1,999 $204K
C M Bidwell & Associates Ltd. 0.13% Add +66.9% 1,933 $197K
DekaBank Deutsche Girozentrale 0.00% New 1,927 $196K
Towne Trust Company, N.A 0.07% Add +15.5% 1,866 $191K
GAMMA Investing LLC 0.04% Add +7.6% 1,837 $188K
Handelsinvest Investeringsforvaltning 0.08% Reduce -34.2% 1,680 $172K
Sunbelt Securities, Inc. 0.02% Add +0.7% 1,640 $168K
KBC Group NV 0.00% Add +14.2% 1,509 $154K
Mather Group, Llc. 0.00% New 1,462 $151K
Capstone Investment Advisors, LLC 0.01% Add +0.3% 1,442 $147K
Horizon Investments, LLC 0.00% Add +0.9% 1,360 $139K
Rakuten Investment Management, Inc. 0.00% Add +938.8% 1,340 $137K
Allworth Financial LP 0.00% No change 1,213 $124K
Jackson, Grant Investment Advisers, Inc. 0.05% No change 1,193 $122K
Exchange Traded Concepts, LLC 0.00% Add +11.8% 1,189 $121K
Global Retirement Partners, LLC 0.00% Reduce -1.0% 1,139 $116K
Spire Wealth Management 0.00% Add +1532.3% 1,110 $113K
Carmichael Hill & Associates, Inc. 0.04% No change 1,061 $108K
CI Investments Inc. 0.00% Add +22.9% 1,035 $106K
Whittier Trust Co. 0.00% No change 1,000 $102K
Lazard Asset Management LLC 0.00% Reduce -2.4% 989 $100K
Signaturefd, LLC 0.00% Add +11.1% 933 $95K
Cwm, LLC 0.00% Reduce -16.1% 919 $94K
Catalyst Funds Management Pty Ltd 0.03% — 900 $92K
Highlander Capital Management, LLC 0.03% Add +232.8% 832 $85K
Central Pacific Bank - Trust Division 0.01% — 735 $74K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -16.9% 734 $74K
Headlands Technologies LLC 0.02% New 717 $73K
Elevation Wealth Partners, LLC 0.04% No change 700 $71K
Quadrant Capital Group LLC 0.01% Reduce -1.2% 679 $69K
Bessemer Group Inc. 0.00% Reduce -2.5% 615 $63K
EverSource Wealth Advisors, LLC 0.00% Add +86.9% 542 $56K
Delta Asset Management LLC 0.00% No change 525 $54K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -23.1% 500 $52K
Northwest Investment Counselors, LLC 0.01% New 500 $51K
Avalon Trust Co 0.00% No change 500 $51K
Richardson Financial Services Inc. 0.04% Reduce -0.4% 490 $50K
Brookfield Corp 0.00% Reduce -30.1% 465 $47K
Meeder Asset Management Inc. 0.00% Reduce -75.7% 445 $45K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -24.0% 436 $45K
Rothschild Investment LLC 0.00% Add +3.6% 434 $44K
Sugarloaf Wealth Management, LLC 0.01% Add +0.9% 423 $43K
Quarry LP 0.02% Reduce -16.5% 405 $41K
Clarity Asset Management, Inc. 0.03% Add +1.0% 401 $41K
Sentry Investment Management LLC 0.02% No change 384 $39K
Farther Finance Advisors, LLC 0.00% Reduce -10.8% 356 $36K
Dagco, Inc. 0.02% Add +348.7% 350 $36K
Toth Financial Advisory Corp. 0.00% No change 320 $33K
State of Wyoming 0.01% Add +1.7% 306 $31K
Hilltop National Bank 0.01% — 300 $31K
Parallel Advisors, LLC 0.00% Add +31.2% 286 $29K
M&R Capital Management Inc. 0.01% No change 270 $28K
Anchor Investment Management, LLC 0.00% No change 270 $28K
Harbour Investments, Inc. 0.00% Reduce -4.1% 257 $26K
Parkside Financial Bank & Trust 0.00% Add +1.2% 254 $26K
Montag A & Associates Inc. 0.00% No change 240 $25K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -35.7% 225 $23K
Larson Financial Group LLC 0.00% Reduce -5.9% 208 $21K
PSI Advisors, LLC 0.01% No change 206 $21K
Logan Capital Management Inc. 0.00% Add +1.0% 202 $21K
Smartleaf Asset Management LLC 0.00% Add +180.0% 182 $18K
Smithfield Trust Co 0.00% No change 150 $15K
Federated Hermes, Inc. 0.00% Reduce -91.1% 146 $15K
Quent Capital, LLC 0.00% No change 132 $13K
CoreCap Advisors, LLC 0.00% New 125 $13K
Huntington National Bank 0.00% Add +127.3% 125 $13K
Aspect Partners, LLC 0.01% No change 124 $13K
Asset Dedication, LLC 0.00% No change 107 $12K
SJS Investment Consulting Inc. 0.00% No change 114 $12K
Venturi Wealth Management, LLC 0.00% Add +35.7% 114 $12K
Lanark Financial, Inc. 0.00% Reduce -29.3% 116 $11K
NFSG Corp 0.00% No change 100 $10K
Pflug Koory, LLC 0.00% New 100 $10K
TD Private Client Wealth LLC 0.00% No change 100 $10K
Brown Brothers Harriman & Co. 0.00% No change 100 $10K
Elequin Capital, LP 0.01% New 99 $10K
MV Capital Management, Inc. 0.00% No change 89 $9K
TFO Wealth Partners, LLC 0.00% No change 88 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Add +3.6% 87 $9K
GW&K Investment Management, LLC 0.00% No change 83 $8K
CIBC Private Wealth Group LLC 0.00% New 77 $8K
Arax Advisory Partners 0.00% Add +16.9% 76 $8K
Jones Financial Companies LLLP 0.00% New 70 $7K
Financial Freedom, LLC 0.00% No change 62 $6K
Lindbrook Capital, LLC 0.00% No change 60 $6K
Dynamic Wealth Strategies, LLC 0.01% Reduce -28.2% 56 $6K
Bell Investment Advisors, Inc 0.00% No change 58 $6K
Assetmark, Inc. 0.00% Reduce -95.3% 56 $6K
Atticus Wealth Management, LLC 0.00% No change 50 $5K
Farmers & Merchants Investments Inc. 0.00% No change 49 $5K
Crewe Advisors LLC 0.00% New 41 $4K
Blue Trust, Inc. 0.00% Reduce -62.8% 35 $4K
Zions Bancorporation, N.A. 0.00% No change 33 $3K
Private Trust Co. NA 0.00% Reduce -17.9% 32 $3K
City State Bank 0.00% No change 29 $3K
AdvisorNet Financial, Inc 0.00% Reduce -83.2% 28 $3K
Whittier Trust Co. of Nevada Inc. 0.00% Add +116.7% 26 $3K
National Bank of Canada 0.00% No change 25 $3K
Manchester Capital Management LLC 0.00% Add +1800.0% 19 $2K
Iron Horse Wealth Management, LLC 0.00% No change 19 $2K
Carolinas Wealth Consulting LLC 0.00% No change 16 $2K
MCF Advisors LLC 0.00% No change 16 $2K
Kozak & Associates, Inc. 0.00% Add +6.7% 16 $2K
Caitlin John, LLC 0.00% No change 15 $2K
Versant Capital Management, Inc 0.00% Reduce -31.6% 13 $1K
LRI Investments, LLC 0.00% — 12 $1K
UMB Bank, n.a. 0.00% Add +37.5% 11 $1K
Leonteq Securities AG 0.00% Reduce -96.3% 10 $1K
Covestor Ltd 0.00% Reduce -20.0% 12 $1K
Avion Wealth 0.00% No change 6 $1K
Valley National Advisers Inc. 0.00% Reduce -87.0% 15 $1K
Raffa Wealth Management, LLC 0.00% No change 9 $919
TFC Financial Management, Inc. 0.00% No change 8 $817
Avior Wealth Management, LLC 0.00% New 8 $816
Continuum Advisory, LLC 0.00% New 7 $718
Dunhill Financial, LLC 0.00% Add +20.0% 6 $610
Raleigh Capital Management Inc. 0.00% New 5 $511
Jamison Private Wealth Management, Inc. 0.00% New 5 $511
Delos Wealth Advisors, LLC 0.00% New 3 $307
Tradewinds Capital Management, LLC 0.00% No change 3 $307
EntryPoint Capital, LLC 0.00% No change 2 $204
Colonial Trust Advisors 0.00% No change 2 $204
JFS Wealth Advisors, LLC 0.00% Reduce -80.0% 1 $103
Group One Trading LLC 0.00% Reduce -99.0% 1 $102

"% of holder's portfolio" is FRT's weight in each manager's 13F, not the share of Federal Realty Invs Trust the manager owns.