Federal Realty Invs TrustFRT
13F holders, Q2 2024 (June 30)450holders +4
42new positions
36sold out
9famous investors
$100.98avg. 13F price*
At the end of Q2 2024, 450 institutions reported holding Federal Realty Invs Trust (FRT) in their 13F filings, up 4 from Q1 2024. 42 opened new positions and 36 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock Inc. ($843.1M) and Norges Bank ($729.9M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $61.4M |
| Exits | 36 | $79.2M |
All 13F filers, Q1 2024 → Q2 2024: 4,863,720 shares bought and 5,098,175 shares sold, net −234,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 450 holders
| Vanguard Group Inc. | 0.02% | Add +0.4% | 12,786,155 | $1.3B |
| BlackRock Inc. | 0.02% | Add +0.3% | 8,349,657 | $843.1M |
| Norges Bank | 0.11% | Add +0.2% | 7,228,715 | $729.9M |
| State Street Corp. | 0.03% | Reduce -3.6% | 6,143,244 | $626.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -7.0% | 4,717,107 | $476.3M |
| Resolution Capital Ltd | 5.57% | Reduce -17.6% | 2,931,422 | $296.0M |
| Capital Research Global Investors | 0.05% | Add +0.0% | 2,413,197 | $243.7M |
| Invesco Ltd. | 0.04% | Add +1.2% | 2,068,178 | $208.8M |
| Massachusetts Financial Services Co. | 0.06% | Add +4.8% | 1,994,209 | $201.4M |
| Geode Capital Management, LLC | 0.02% | Add +3.8% | 1,948,937 | $196.6M |
| ProShare Advisors LLC | 0.47% | Add +2.2% | 1,732,026 | $174.9M |
| Rush Island Management, LP | 13.32% | Add +24.1% | 1,608,444 | $162.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.8% | 1,205,706 | $121.7M |
| Deutsche Bank AG | 0.05% | Add +348.5% | 1,165,208 | $117.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.8% | 1,138,967 | $115.0M |
| Morgan Stanley | 0.01% | Add +7.3% | 955,358 | $96.5M |
| Legal & General Group Plc | 0.03% | Reduce -0.9% | 943,710 | $95.3M |
| Wells Fargo & Company | 0.02% | Reduce -2.5% | 880,307 | $88.9M |
| Clark Capital Management Group, Inc. | 0.61% | Reduce -4.4% | 822,599 | $83.1M |
| Northern Trust Corp. | 0.01% | Reduce -0.3% | 733,216 | $74.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.0% | 662,757 | $66.9M |
| Westwood Holdings Group Inc. | 0.54% | Add +571.1% | 642,446 | $64.9M |
| Nuveen Asset Management, LLC | 0.02% | Add +3.5% | 532,693 | $54.0M |
| Russell Investments Group, Ltd. | 0.08% | Add +247.7% | 512,449 | $51.7M |
| Vest Financial, LLC | 1.04% | Add +19.1% | 430,051 | $43.4M |
| Royal Bank of Canada | 0.01% | Add +10.7% | 424,212 | $42.8M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +9.6% | 422,286 | $42.6M |
| STRS Ohio | 0.17% | Add +20.9% | 419,181 | $42.3M |
| Millennium Management | 0.04% | Add +304.0% | 415,603 | $42.0M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Reduce -21.2% | 411,600 | $41.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.3% | 398,068 | $40.2M |
| Waterfront Capital Partners, LLC | 4.72% | Reduce -20.9% | 364,162 | $36.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.66% | Add +99.0% | 353,844 | $35.7M |
| Macquarie Group Ltd. | 0.04% | Reduce -5.6% | 345,033 | $34.8M |
| Victory Capital Management Inc. | 0.03% | Reduce -0.8% | 326,336 | $33.0M |
| Sei Investments Co. | 0.05% | Reduce -7.1% | 323,499 | $32.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.5% | 316,662 | $32.0M |
| HSBC Holdings PLC | 0.01% | Reduce -37.8% | 201,625 | $20.3M |
| Bank of America Corp. | 0.00% | Add +5.1% | 200,510 | $20.2M |
| Marshall Wace, LLP | 0.03% | Add +35.0% | 195,030 | $19.7M |
| Mizuho Markets Americas LLC | 0.52% | Reduce -12.2% | 186,256 | $18.8M |
| Bank of Montreal | 0.01% | Add +12.5% | 183,258 | $18.6M |
| UBS Group AG | 0.01% | Add +8.7% | 183,413 | $18.5M |
| Neuberger Berman Group LLC | 0.01% | Add +3730.6% | 179,081 | $18.1M |
| Jane Street Group, LLC | 0.02% | Add +4894.8% | 178,514 | $18.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -0.4% | 177,904 | $18.0M |
| RWC Asset Management LLP | 1.52% | Add +0.4% | 174,848 | $17.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +0.7% | 163,119 | $16.5M |
| Allianz Asset Management GmbH | 0.03% | New | 158,602 | $16.0M |
| Rhumbline Advisers | 0.01% | Add +1.3% | 154,480 | $15.6M |
| Robeco Institutional Asset Management B.V. | 0.03% | Add +0.3% | 153,270 | $15.5M |
| California Public Employees Retirement System | 0.01% | Add +3.0% | 147,366 | $14.9M |
| Amundi | 0.01% | Add +69.2% | 147,624 | $14.9M |
| Swiss National Bank | 0.01% | Add +1.3% | 146,900 | $14.8M |
| Citigroup Inc. | 0.01% | Reduce -48.6% | 144,863 | $14.6M |
| Bank of Nova Scotia | 0.03% | Add +16.2% | 138,644 | $14.0M |
| Public Employees Retirement System of Ohio | 0.05% | Add +1.0% | 137,993 | $13.9M |
| Raymond James & Associates | 0.01% | Add +12.1% | 131,680 | $13.3M |
| Barclays PLC | 0.01% | Add +7.8% | 128,173 | $12.9M |
| AXA S.A. | 0.04% | Add +1.6% | 127,716 | $12.9M |
| Voloridge Investment Management, LLC | 0.04% | Add +87.6% | 119,279 | $12.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.49% | Add +0.0% | 118,970 | $12.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -3.4% | 118,244 | $11.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 114,310 | $11.5M |
| Asset Management One Co., Ltd. | 0.04% | Reduce -0.7% | 110,478 | $11.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -85.5% | 108,761 | $11.0M |
| Renaissance Technologies | 0.02% | Reduce -49.5% | 104,400 | $10.5M |
| ExodusPoint Capital Management, LP | 0.11% | Reduce -64.7% | 102,415 | $10.3M |
| Centersquare Investment Management LLC | 0.11% | Reduce -40.7% | 100,602 | $10.2M |
| Pacific Heights Asset Management LLC | 0.80% | No change | 100,000 | $10.1M |
| Curi Capital, LLC | 0.23% | Add +3.2% | 95,689 | $9.7M |
| Tudor Investment Corporation | 0.11% | New | 94,426 | $9.5M |
| Prudential Financial Inc. | 0.01% | Reduce -12.9% | 93,336 | $9.4M |
| Guggenheim Capital LLC | 0.07% | Reduce -5.8% | 89,882 | $9.1M |
| AQR Capital Management | 0.01% | Add +15.0% | 89,717 | $9.0M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -33.0% | 86,093 | $8.7M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.7% | 85,919 | $8.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.6% | 85,805 | $8.7M |
| Verition Fund Management LLC | 0.07% | Add +2157.7% | 85,341 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.4% | 77,126 | $7.8M |
| Yousif Capital Management, LLC | 0.09% | Reduce -2.4% | 76,512 | $7.7M |
| FMR LLC | 0.00% | Reduce -76.1% | 74,663 | $7.5M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 74,413 | $7.5M |
| New York State Common Retirement Fund | 0.01% | Add +2.8% | 74,020 | $7.5M |
| New York State Teachers Retirement System | 0.02% | Reduce -9.8% | 72,932 | $7.4M |
| Mattern Capital Management, LLC | 1.01% | Reduce -0.2% | 72,575 | $7.3M |
| LPL Financial LLC | 0.00% | Add +5.7% | 71,518 | $7.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -1.2% | 71,479 | $7.2M |
| Squarepoint Ops LLC | 0.03% | Add +98.8% | 67,427 | $6.8M |
| Stifel Financial Corp. | 0.01% | Reduce -1.9% | 65,289 | $6.6M |
| Van Lanschot Kempen Investment Management N.V. | 0.07% | Reduce -47.8% | 62,396 | $6.3M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -33.7% | 61,148 | $6.2M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.73% | Reduce -4.8% | 59,858 | $6.0M |
| Retirement Systems of Alabama | 0.02% | Reduce -2.6% | 59,148 | $6.0M |
| Gateway Investment Advisers LLC | 0.07% | New | 58,084 | $5.9M |
| Fisher Asset Management | 0.00% | Add +0.1% | 56,108 | $5.7M |
| Masterton Capital Management, LP | 3.47% | Reduce -73.2% | 48,153 | $4.9M |
| State of Alaska, Department of Revenue | 0.05% | Add +3.2% | 47,964 | $4.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +22.9% | 46,882 | $4.7M |
| Aberdeen Group plc | 0.01% | Reduce -14.7% | 46,773 | $4.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.0% | 46,139 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -43.4% | 46,010 | $4.6M |
| Nisa Investment Advisors, LLC | 0.03% | Add +0.0% | 42,893 | $4.4M |
| Trillium Asset Management, LLC | 0.11% | Add +8.1% | 43,263 | $4.4M |
| Royal London Asset Management Ltd. | 0.01% | Add +2.6% | 43,101 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.4% | 43,053 | $4.3M |
| Intact Investment Management Inc. | 0.16% | Add +81.2% | 42,400 | $4.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +0.2% | 41,557 | $4.2M |
| Xcel Wealth Management, LLC | 1.28% | Reduce -0.3% | 40,087 | $4.0M |
| Cubist Systematic Strategies, LLC | 0.07% | New | 39,263 | $4.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 39,078 | $3.9M |
| Resona Asset Management Co.,Ltd. | 0.02% | Add +31.9% | 38,363 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Add +773.1% | 35,911 | $3.6M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -0.7% | 35,859 | $3.6M |
| FIL Ltd | 0.00% | Add +17.9% | 34,665 | $3.5M |
| State of Wisconsin Investment Board | 0.01% | Add +43.9% | 34,564 | $3.5M |
| Kinloch Capital, LLC | 1.79% | Add +0.4% | 33,970 | $3.4M |
| UniSuper Management Pty Ltd | 0.03% | Add +6.7% | 33,946 | $3.4M |
| Centiva Capital, LP | 0.16% | New | 32,950 | $3.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +5.5% | 32,443 | $3.3M |
| Van Eck Associates Corp. | 0.00% | Reduce -2.3% | 31,378 | $3.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +1.8% | 30,984 | $3.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.9% | 30,723 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -17.4% | 30,145 | $3.0M |
| Daiwa Securities Group Inc. | 0.02% | Add +1.9% | 30,135 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.9% | 29,762 | $3.0M |
| Toronto Dominion Bank | 0.00% | Reduce -15.2% | 29,209 | $2.9M |
| Vert Asset Management LLC | 1.17% | Reduce -5.6% | 29,127 | $2.9M |
| Liberty Mutual Group Asset Management Inc. | 0.42% | No change | 28,551 | $2.9M |
| American Century Companies Inc. | 0.00% | Add +7.0% | 28,247 | $2.9M |
| Employees Retirement System of Texas | 0.03% | Reduce -46.1% | 28,000 | $2.8M |
| Algert Global LLC | 0.09% | Add +40.6% | 26,048 | $2.6M |
| Voya Investment Management LLC | 0.00% | Add +6.8% | 25,874 | $2.6M |
| Campbell & CO Investment Adviser LLC | 0.22% | Add +4.3% | 25,853 | $2.6M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +1242.1% | 25,862 | $2.6M |
| SG Americas Securities, LLC | 0.02% | Reduce -44.0% | 25,217 | $2.5M |
| Quantinno Capital Management LP | 0.04% | Add +11.7% | 24,251 | $2.4M |
| Baron Capital (BAMCO) | 0.01% | New | 23,854 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -76.5% | 23,400 | $2.4M |
| Janney Capital Management LLC | 0.16% | No change | 22,965 | $2.3M |
| AlTi Global, Inc. | 0.06% | No change | 22,665 | $2.3M |
| Vident Advisory, LLC | 0.06% | Reduce -51.0% | 22,801 | $2.3M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +1.7% | 22,492 | $2.3M |
| Comerica Bank | 0.01% | Reduce -3.2% | 22,460 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Add +28.8% | 22,329 | $2.3M |
| Cetera Investment Advisers | 0.01% | Add +1.1% | 21,952 | $2.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 21,791 | $2.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +7.4% | 21,314 | $2.2M |
| AlphaQuest LLC | 0.29% | Add +255.4% | 20,939 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +3.6% | 20,909 | $2.1M |
| Stableford Capital II LLC | 0.82% | Add +26.6% | 19,019 | $2.1M |
| State of Michigan Retirement System | 0.01% | Add +1.5% | 20,462 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -35.6% | 19,756 | $2.0M |
| Edgestream Partners, L.P. | 0.10% | New | 19,621 | $2.0M |
| Focus Partners Wealth | 0.01% | Reduce -4.2% | 19,602 | $2.0M |
| IFM Investors Pty Ltd | 0.02% | New | 19,161 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | — | 19,135 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +22.3% | 19,118 | $1.9M |
| New York Life Investment Management LLC | 0.02% | Add +5.7% | 19,042 | $1.9M |
| Ossiam | 0.04% | Add +17.0% | 18,503 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +5.3% | 18,387 | $1.9M |
| Marex Group Ltd | 0.05% | New | 17,800 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Add +46.9% | 16,776 | $1.7M |
| Blackhawk Capital Partners, LLC | 0.99% | Reduce -5.7% | 16,263 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -7.0% | 16,138 | $1.6M |
| Danske Bank A/S | 0.01% | Reduce -11.5% | 16,099 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -5.0% | 15,816 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | No change | 15,600 | $1.6M |
| Amalgamated Bank | 0.01% | Reduce -0.0% | 15,568 | $1.6M |
| Lasalle Investment Management Securities LLC | 0.07% | No change | 15,464 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +7.4% | 15,419 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -14.4% | 15,334 | $1.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -2.2% | 14,929 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -5.7% | 14,751 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 14,398 | $1.5M |
| Walleye Trading LLC | 0.03% | New | 14,248 | $1.4M |
| Czech National Bank | 0.02% | Add +10.1% | 14,226 | $1.4M |
| TD Asset Management Inc | 0.00% | Add +5.3% | 13,894 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 13,870 | $1.4M |
| Infrastructure Capital Advisors, LLC | 0.22% | Add +78.9% | 13,775 | $1.4M |
| JB Capital LLC | 0.09% | Add +42.2% | 13,591 | $1.4M |
| Utah Retirement Systems | 0.02% | Reduce -3.1% | 13,533 | $1.4M |
| Mirabella Financial Services LLP | 0.11% | New | 13,214 | $1.3M |
| Gsa Capital Partners LLP | 0.09% | New | 13,175 | $1.3M |
| Storebrand Asset Management As | 0.00% | No change | 12,945 | $1.3M |
| Public Sector Pension Investment Board | 0.01% | Add +14.5% | 12,615 | $1.3M |
| Loudon Investment Management, LLC | 0.74% | Reduce -0.2% | 12,455 | $1.3M |
| Lecap Asset Management Ltd. | 0.26% | New | 12,135 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.0% | 12,090 | $1.2M |
| Kesler, Norman & Wride, LLC | 0.26% | Reduce -25.8% | 11,988 | $1.2M |
| Heitman Real Estate Securities LLC | 0.07% | Reduce -5.7% | 11,635 | $1.2M |
| PGGM Investments | 0.02% | Reduce -98.1% | 11,561 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -17.9% | 11,500 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -54.5% | 10,936 | $1.1M |
| FourThought Financial Partners, LLC | 0.14% | Add +1.5% | 10,798 | $1.1M |
| GeoWealth Management, LLC | 0.05% | Reduce -0.3% | 10,451 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 10,363 | $1.0M |
| Rafferty Asset Management, LLC | 0.00% | Add +17.1% | 10,308 | $1.0M |
| Sigma Planning Corp | 0.03% | Reduce -0.6% | 10,258 | $1.0M |
| Lido Advisors, LLC | 0.01% | Reduce -6.0% | 9,991 | $1.0M |
| ING Groep NV | 0.01% | Reduce -0.2% | 10,046 | $1.0M |
| CIBC Asset Management Inc | 0.00% | Reduce -7.1% | 9,903 | $1000K |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +7.6% | 9,831 | $993K |
| Spirit of America Management Corp. | 0.20% | Reduce -19.8% | 9,700 | $979K |
| M&T Bank Corp | 0.00% | Reduce -7.8% | 9,622 | $971K |
| First Trust Advisors LP | 0.00% | Reduce -1.2% | 9,504 | $960K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.3% | 9,414 | $951K |
| Engineers Gate Manager LP | 0.02% | Add +134.8% | 9,143 | $923K |
| Kestra Advisory Services, LLC | 0.01% | Add +4.5% | 8,788 | $897K |
| Lokken Investment Group LLC | 0.42% | New | 8,847 | $893K |
| Pathstone Holdings, LLC | 0.00% | Add +2.5% | 8,217 | $833K |
| MQS Management LLC | 0.50% | New | 8,235 | $831K |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 7,916 | $799K |
| Natixis | 0.01% | Reduce -39.1% | 7,907 | $798K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 7,885 | $796K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.08% | Reduce -0.4% | 7,862 | $794K |
| Fort Point Capital Partners LLC | 0.10% | No change | 7,684 | $776K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.24% | New | 7,461 | $753K |
| Point72 (DIFC) Ltd | 0.07% | New | 7,444 | $752K |
| First National Trust Co | 0.03% | No change | 7,424 | $750K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -5.7% | 7,360 | $743K |
| Metis Global Partners, LLC | 0.03% | Add +13.0% | 7,338 | $741K |
| Burke & Herbert Bank & Trust Co. | 0.18% | No change | 7,335 | $741K |
| Credit Agricole S A | 0.00% | Add +62.5% | 7,250 | $732K |
| Jeppson Wealth Management, LLC | 0.27% | Reduce -0.2% | 7,061 | $713K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Add +7.6% | 6,926 | $699K |
| Xponance LLC | 0.01% | Reduce -0.7% | 6,780 | $685K |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Reduce -78.0% | 6,737 | $680K |
| NewEdge Wealth, LLC | 0.01% | Add +0.6% | 6,643 | $671K |
| Creative Planning | 0.00% | Reduce -3.4% | 6,554 | $662K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 6,522 | $659K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +3.2% | 6,444 | $651K |
| Independent Advisor Alliance | 0.02% | Reduce -15.9% | 6,344 | $641K |
| Oak Thistle LLC | 0.47% | New | 6,327 | $639K |
| Ethic Inc. | 0.01% | Reduce -0.2% | 6,269 | $633K |
| Maryland State Retirement & Pension System | 0.01% | No change | 6,223 | $628K |
| PFG Investments, LLC | 0.04% | Add +2.0% | 6,185 | $625K |
| Norinchukin Bank, The | 0.02% | Reduce -0.9% | 6,006 | $606K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 5,959 | $602K |
| Creative Financial Designs Inc. | 0.05% | Add +9.1% | 5,814 | $587K |
| SlateStone Wealth, LLC | 0.06% | Add +0.6% | 5,795 | $585K |
| Mizuho Securities USA LLC | 0.01% | New | 5,754 | $581K |
| Rodgers Brothers Inc. | 0.08% | No change | 5,675 | $573K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +52.1% | 5,627 | $568K |
| Kentucky Retirement Systems | 0.02% | Add +0.8% | 5,626 | $568K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.2% | 5,619 | $567K |
| Cibc World Markets Corp. | 0.00% | Reduce -79.7% | 5,569 | $562K |
| Principal Securities, Inc. | 0.02% | Add +18.3% | 5,566 | $562K |
| Boothbay Fund Management, LLC | 0.02% | New | 5,520 | $557K |
| Park Avenue Securities LLC | 0.01% | Add +1.3% | 5,492 | $555K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.8% | 5,301 | $535K |
| Pacer Advisors, Inc. | 0.00% | Add +4.9% | 5,222 | $527K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +2190.2% | 5,153 | $520K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -61.6% | 5,112 | $516K |
| Csenge Advisory Group | 0.03% | Reduce -5.4% | 4,995 | $504K |
| Gen-Wealth Partners Inc | 0.23% | Add +11.5% | 4,815 | $486K |
| Hartford Investment Management Co. | 0.02% | Add +1.1% | 4,763 | $481K |
| Praxis Investment Management Inc. | 0.03% | No change | 4,450 | $464K |
| Ofi Invest Asset Management | 0.01% | No change | 4,910 | $463K |
| Wealth Alliance Advisory Group, LLC | 0.10% | Reduce -2.4% | 4,568 | $461K |
| Sherbrooke Park Advisers LLC | 0.08% | New | 4,486 | $453K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.3% | 4,200 | $424K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.8% | 4,181 | $422K |
| Securian Asset Management, Inc. | 0.01% | No change | 4,143 | $418K |
| Global X Japan Co., Ltd. | 0.06% | Add +7.8% | 4,124 | $416K |
| Prospera Financial Services Inc | 0.01% | Add +1.1% | 4,036 | $407K |
| Stephens Inc. | 0.01% | Add +3.0% | 3,976 | $401K |
| NovaPoint Capital, LLC | 0.13% | Reduce -2.5% | 3,865 | $390K |
| Bayesian Capital Management, LP | 0.04% | New | 3,847 | $388K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 3,820 | $386K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -9.6% | 3,801 | $384K |
| New Mexico Educational Retirement Board | 0.01% | No change | 3,750 | $379K |
| Monetary Management Group Inc. | 0.10% | No change | 3,750 | $379K |
| Twinbeech Capital LP | 0.01% | New | 3,720 | $376K |
| Corient Private Wealth LP | 0.00% | Add +6.8% | 3,716 | $375K |
| Morningstar Investment Management LLC | 0.04% | Add +12.6% | 3,677 | $371K |
| Glenmede Trust Co. NA | 0.00% | Add +2.5% | 3,624 | $366K |
| Sandy Spring Bank | 0.02% | Add +0.3% | 3,618 | $365K |
| Banco Santander, S.A. | 0.00% | Reduce -31.9% | 3,584 | $362K |
| Trust Co. of Vermont | 0.02% | No change | 3,500 | $353K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -17.3% | 3,414 | $345K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -26.6% | 3,370 | $340K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.6% | 3,291 | $332K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 3,146 | $318K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +37.3% | 3,099 | $313K |
| Aviva PLC | 0.00% | Reduce -0.8% | 3,080 | $311K |
| Fiduciary Group, LLC | 0.03% | No change | 3,075 | $310K |
| Point72 Asset Management | 0.00% | New | 3,005 | $303K |
| BLB&B Advisors, LLC | 0.02% | No change | 3,000 | $303K |
| Cerity Partners LLC | 0.00% | Reduce -11.1% | 2,981 | $301K |
| Apollon Wealth Management, LLC | 0.01% | Add +18.5% | 2,956 | $298K |
| Revisor Wealth Management LLC | 0.21% | Reduce -40.7% | 2,940 | $297K |
| Strategy Asset Managers LLC | 0.06% | Reduce -2.0% | 2,940 | $285K |
| Modera Wealth Management, LLC | 0.00% | Reduce -2.4% | 2,769 | $280K |
| Captrust Financial Advisors | 0.00% | Add +5.9% | 2,763 | $279K |
| Mackenzie Financial Corp. | 0.00% | Reduce -2.2% | 2,760 | $279K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -0.8% | 2,691 | $272K |
| Private Advisor Group, LLC | 0.00% | Add +17.9% | 2,684 | $271K |
| Montgomery Investment Management Inc. | 0.11% | No change | 2,630 | $266K |
| US Bancorp \de | 0.00% | Reduce -3.1% | 2,625 | $265K |
| Mariner, LLC | 0.00% | Reduce -10.9% | 2,618 | $264K |
| Sustainable Insight Capital Management, LLC | 0.13% | New | 2,600 | $263K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,532 | $256K |
| Deerfield Management Company, L.P. | 0.00% | New | 2,521 | $255K |
| Lazard Asset Management LLC | 0.00% | Add +155.2% | 2,524 | $254K |
| GAMMA Investing LLC | 0.03% | Add +35.8% | 2,495 | $252K |
| KCM Investment Advisors LLC | 0.01% | Reduce -14.2% | 2,469 | $249K |
| Keybank National Association | 0.00% | Reduce -0.3% | 2,467 | $249K |
| Tidal Investments LLC | 0.00% | Reduce -0.6% | 2,454 | $248K |
| Kaizen Financial Strategies | 0.15% | Add +2.1% | 2,151 | $245K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -0.7% | 2,408 | $243K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +2.0% | 2,377 | $240K |
| Lockheed Martin Investment Management Co. | 0.01% | Reduce -38.1% | 2,330 | $235K |
| Walleye Capital LLC | 0.00% | New | 2,318 | $234K |
| Smith Shellnut Wilson LLC | 0.11% | No change | 2,271 | $229K |
| Sanctuary Advisors, LLC | 0.00% | — | 2,232 | $228K |
| Fifth Third Bancorp | 0.00% | Add +3.3% | 2,249 | $227K |
| Two Sigma Securities, LLC | 0.01% | New | 2,212 | $223K |
| Powell Investment Advisors, LLC | 0.12% | No change | 2,183 | $223K |
| iA Global Asset Management Inc. | 0.00% | Reduce -2.0% | 2,176 | $220K |
| Los Angeles Capital Management LLC | 0.00% | No change | 2,167 | $219K |
| Lafayette Investments, Inc. | 0.05% | No change | 2,150 | $217K |
| Rakuten Investment Management, Inc. | 0.00% | Add +60.6% | 2,152 | $216K |
| Baird Financial Group, Inc. | 0.00% | Add +1.2% | 2,115 | $214K |
| V-Square Quantitative Management LLC | 0.03% | Reduce -3.6% | 2,100 | $212K |
| Weiss Asset Management LP | 0.02% | New | 2,100 | $212K |
| Heritage Investors Management Corp. | 0.01% | Reduce -14.7% | 2,034 | $205K |
| RB Capital Management, LLC | 0.05% | Reduce -2.5% | 2,005 | $202K |
| Cadence Bank | 0.02% | No change | 2,000 | $202K |
| C M Bidwell & Associates Ltd. | 0.13% | Reduce -0.1% | 1,932 | $195K |
| Coppell Advisory Solutions LLC | 0.03% | — | 1,723 | $174K |
| KBC Group NV | 0.00% | Add +14.3% | 1,725 | $174K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.4% | 1,647 | $166K |
| Towne Trust Company, N.A | 0.06% | Reduce -13.4% | 1,616 | $163K |
| Capstone Investment Advisors, LLC | 0.01% | Add +8.3% | 1,562 | $158K |
| IFP Advisors, Inc | 0.01% | Reduce -50.4% | 1,530 | $154K |
| Quarry LP | 0.07% | Add +269.9% | 1,498 | $151K |
| Mather Group, Llc. | 0.00% | No change | 1,462 | $149K |
| Horizon Investments, LLC | 0.00% | Add +2.1% | 1,389 | $140K |
| Exchange Traded Concepts, LLC | 0.00% | Add +14.9% | 1,366 | $138K |
| Allworth Financial LP | 0.00% | Add +0.8% | 1,223 | $134K |
| Jones Financial Companies LLLP | 0.00% | Add +1767.1% | 1,307 | $132K |
| Avior Wealth Management, LLC | 0.01% | Add +16212.5% | 1,305 | $131K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | No change | 1,193 | $120K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.9% | 1,095 | $111K |
| Carmichael Hill & Associates, Inc. | 0.04% | No change | 1,061 | $107K |
| CI Investments Inc. | 0.00% | Add +0.9% | 1,044 | $105K |
| Cwm, LLC | 0.00% | Add +10.0% | 1,011 | $102K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $101K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 952 | $96K |
| Y.D. More Investments Ltd | 0.01% | New | 950 | $96K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 888 | $90K |
| Vestcor Inc | 0.00% | New | 873 | $88K |
| Signaturefd, LLC | 0.00% | Reduce -7.9% | 859 | $87K |
| EntryPoint Capital, LLC | 0.04% | Add +41950.0% | 841 | $85K |
| PEAK6 Investments LLC | 0.00% | Reduce -83.1% | 811 | $82K |
| Quadrant Capital Group LLC | 0.01% | Add +16.9% | 794 | $80K |
| Central Pacific Bank - Trust Division | 0.01% | No change | 735 | $74K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 700 | $71K |
| Bessemer Group Inc. | 0.00% | Reduce -0.3% | 613 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Add +71.3% | 610 | $61K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.6% | 545 | $61K |
| Delta Asset Management LLC | 0.00% | No change | 525 | $53K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $51K |
| Avalon Trust Co | 0.00% | No change | 500 | $50K |
| Leonteq Securities AG | 0.01% | Add +4870.0% | 497 | $50K |
| Richardson Financial Services Inc. | 0.03% | Reduce -2.0% | 480 | $48K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 423 | $43K |
| Rothschild Investment LLC | 0.00% | Reduce -4.6% | 414 | $42K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.5% | 403 | $41K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -7.8% | 402 | $40K |
| Parkside Financial Bank & Trust | 0.01% | Add +51.2% | 384 | $39K |
| Dagco, Inc. | 0.02% | No change | 350 | $35K |
| Blue Trust, Inc. | 0.00% | Add +885.7% | 345 | $35K |
| State of Wyoming | 0.01% | Add +10.1% | 337 | $34K |
| Family Firm, Inc. | 0.01% | New | 327 | $33K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.3% | 321 | $32K |
| Sentry Investment Management LLC | 0.01% | Reduce -16.9% | 319 | $32K |
| Hilltop National Bank | 0.01% | No change | 300 | $30K |
| M&R Capital Management Inc. | 0.01% | No change | 270 | $27K |
| Anchor Investment Management, LLC | 0.00% | No change | 270 | $27K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 259 | $26K |
| Montag A & Associates Inc. | 0.00% | No change | 240 | $24K |
| Cohen & Steers, Inc. | 0.00% | New | 227 | $23K |
| Headlands Technologies LLC | 0.00% | Reduce -72.0% | 201 | $20K |
| Clearstead Advisors, LLC | 0.00% | New | 200 | $20K |
| Larson Financial Group LLC | 0.00% | Reduce -4.3% | 199 | $20K |
| Arax Advisory Partners | 0.00% | Add +128.9% | 174 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -8.2% | 167 | $17K |
| Cromwell Holdings LLC | 0.01% | — | 158 | $16K |
| Parallel Advisors, LLC | 0.00% | Reduce -46.1% | 154 | $16K |
| Smithfield Trust Co | 0.00% | No change | 150 | $15K |
| Assetmark, Inc. | 0.00% | Add +153.6% | 142 | $14K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.5% | 138 | $14K |
| Venturi Wealth Management, LLC | 0.00% | Add +19.3% | 136 | $14K |
| Quent Capital, LLC | 0.00% | No change | 132 | $13K |
| Lanark Financial, Inc. | 0.00% | Add +12.9% | 131 | $13K |
| Aspect Partners, LLC | 0.01% | No change | 124 | $13K |
| Huntington National Bank | 0.00% | Reduce -4.8% | 119 | $12K |
| SJS Investment Consulting Inc. | 0.00% | No change | 114 | $12K |
| Asset Dedication, LLC | 0.00% | No change | 107 | $11K |
| NFSG Corp | 0.00% | No change | 100 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 100 | $10K |
| Spire Wealth Management | 0.00% | Reduce -91.6% | 93 | $9K |
| GW&K Investment Management, LLC | 0.00% | Add +12.1% | 93 | $9K |
| MV Capital Management, Inc. | 0.00% | No change | 89 | $9K |
| PSI Advisors, LLC | 0.00% | Reduce -57.8% | 87 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 87 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.2% | 81 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Add +36.2% | 79 | $8K |
| Versant Capital Management, Inc | 0.00% | Add +469.2% | 74 | $7K |
| TD Private Client Wealth LLC | 0.00% | Reduce -32.0% | 68 | $7K |
| Financial Freedom, LLC | 0.00% | Add +1.6% | 63 | $6K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 56 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -87.0% | 58 | $6K |
| Atticus Wealth Management, LLC | 0.00% | No change | 50 | $5K |
| Lindbrook Capital, LLC | 0.00% | Reduce -16.7% | 50 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 49 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 41 | $4K |
| Zions Bancorporation, N.A. | 0.00% | No change | 33 | $3K |
| Private Trust Co. NA | 0.00% | No change | 32 | $3K |
| City State Bank | 0.00% | No change | 29 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 28 | $3K |
| National Bank of Canada | 0.00% | No change | 25 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -7.7% | 24 | $2K |
| UMB Bank, n.a. | 0.00% | Add +100.0% | 22 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 19 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 19 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 18 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 16 | $2K |
| MCF Advisors LLC | 0.00% | No change | 16 | $2K |
| Caitlin John, LLC | 0.00% | Add +6.7% | 16 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 16 | $2K |
| LRI Investments, LLC | 0.00% | No change | 12 | $1K |
| Covestor Ltd | 0.00% | No change | 12 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 15 | $1K |
| Raffa Wealth Management, LLC | 0.00% | No change | 9 | $909 |
| TFC Financial Management, Inc. | 0.00% | Add +12.5% | 9 | $909 |
| Ridgewood Investments LLC | 0.00% | New | 9 | $871 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 8 | $808 |
| Continuum Advisory, LLC | 0.00% | Add +14.3% | 8 | $808 |
| Dunhill Financial, LLC | 0.00% | No change | 6 | $618 |
| Raleigh Capital Management Inc. | 0.00% | No change | 5 | $505 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 3 | $303 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 3 | $303 |
| Group One Trading LLC | 0.00% | No change | 1 | $101 |
| Harbor Investment Advisory, LLC | 0.00% | New | 1 | $101 |
| Ruedi Wealth Management, Inc. | 0.00% | New | 1 | $101 |
| Davis Selected Advisers | 0.00% | Reduce -0.1% | 61,320 | $0 |
| Avion Wealth | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is FRT's weight in each manager's 13F, not the share of Federal Realty Invs Trust the manager owns.