Federal Realty Invs TrustFRT
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 503 institutions reported holding Federal Realty Invs Trust (FRT) in their 13F filings, up 53 from Q2 2024. 78 opened new positions and 31 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($967.2M) and Norges Bank ($831.4M). 10 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $201.5M |
| Exits | 31 | $264.2M |
All 13F filers, Q2 2024 → Q3 2024: 7,131,136 shares bought and 5,011,353 shares sold, net +2,119,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 503 holders
| Vanguard Group Inc. | 0.03% | Add +0.3% | 12,822,390 | $1.5B |
| BlackRock, Inc. | 0.02% | — | 8,412,891 | $967.2M |
| Norges Bank | 0.12% | Add +0.0% | 7,231,756 | $831.4M |
| State Street Corp. | 0.03% | Reduce -0.5% | 6,112,938 | $702.8M |
| JPMorgan Chase & Co. | 0.04% | Add +3.6% | 4,885,992 | $561.7M |
| Resolution Capital Ltd | 6.18% | Add +6.9% | 3,133,889 | $360.3M |
| Invesco Ltd. | 0.05% | Add +4.5% | 2,160,185 | $248.4M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -1.7% | 1,960,315 | $225.4M |
| Geode Capital Management, LLC | 0.02% | Add +0.4% | 1,956,097 | $224.6M |
| ProShare Advisors LLC | 0.47% | Reduce -3.4% | 1,673,826 | $192.4M |
| Deutsche Bank AG | 0.06% | Add +18.3% | 1,378,906 | $158.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.5% | 1,247,915 | $143.5M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.2% | 1,136,865 | $130.7M |
| Morgan Stanley | 0.01% | Add +7.3% | 1,024,656 | $117.8M |
| Rush Island Management, LP | 8.94% | Reduce -37.4% | 1,006,614 | $115.7M |
| Westwood Holdings Group Inc. | 0.84% | Add +47.1% | 944,763 | $108.6M |
| Wells Fargo & Company | 0.02% | Reduce -1.4% | 867,657 | $99.8M |
| Clark Capital Management Group, Inc. | 0.63% | Reduce -2.3% | 803,543 | $92.4M |
| CBRE Investment Management Listed Real Assets LLC | 1.38% | Add +112.3% | 751,274 | $86.4M |
| Legal & General Group Plc | 0.02% | Reduce -23.3% | 723,508 | $83.2M |
| Northern Trust Corp. | 0.01% | Reduce -2.9% | 712,222 | $81.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.3% | 641,121 | $73.7M |
| Janus Henderson Group PLC | 0.04% | Add +1463.8% | 611,086 | $70.3M |
| Russell Investments Group, Ltd. | 0.10% | Add +19.0% | 609,691 | $70.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +456.2% | 604,890 | $69.5M |
| FMR LLC | 0.00% | Add +667.2% | 572,809 | $65.9M |
| Royal Bank of Canada | 0.01% | Add +9.3% | 463,563 | $53.3M |
| Vest Financial, LLC | 1.01% | Add +5.6% | 454,327 | $52.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +9.9% | 437,640 | $50.3M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +0.9% | 426,281 | $49.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -21.1% | 420,094 | $48.3M |
| Sei Investments Co. | 0.06% | Add +23.8% | 400,418 | $46.0M |
| STRS Ohio | 0.17% | Reduce -6.8% | 390,581 | $44.9M |
| Qube Research & Technologies Ltd | 0.08% | New | 388,151 | $44.6M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -22.0% | 320,900 | $36.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.6% | 314,819 | $36.2M |
| HSBC Holdings PLC | 0.02% | Add +53.4% | 309,291 | $35.5M |
| UBS Group AG | 0.01% | Add +64.0% | 300,870 | $34.6M |
| Millennium Management | 0.03% | Reduce -28.1% | 298,987 | $34.4M |
| Victory Capital Management Inc. | 0.03% | Reduce -9.5% | 295,203 | $33.9M |
| Voloridge Investment Management, LLC | 0.12% | Add +146.4% | 293,944 | $33.8M |
| Renaissance Technologies | 0.05% | Add +165.7% | 277,400 | $31.9M |
| Arrowstreet Capital, Limited Partnership | 0.03% | New | 271,163 | $31.2M |
| Macquarie Group Ltd. | 0.03% | Reduce -25.5% | 257,167 | $29.6M |
| Citigroup Inc. | 0.03% | Add +65.7% | 240,048 | $27.6M |
| Bank of America Corp. | 0.00% | Add +19.4% | 239,332 | $27.5M |
| Wellington Management Group LLP | 0.00% | New | 230,910 | $26.5M |
| Neuberger Berman Group LLC | 0.02% | Add +28.0% | 229,243 | $26.1M |
| RWC Asset Management LLP | 1.72% | Add +19.9% | 209,547 | $24.1M |
| Mizuho Markets Americas LLC | 0.55% | Add +5.7% | 196,946 | $22.6M |
| Bank of Montreal | 0.01% | Add +0.6% | 184,297 | $21.1M |
| Schonfeld Strategic Advisors LLC | 0.15% | Add +604.5% | 164,858 | $19.0M |
| Allianz Asset Management GmbH | 0.03% | Add +1.0% | 160,175 | $18.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -3.6% | 157,171 | $18.1M |
| California Public Employees Retirement System | 0.01% | Add +4.2% | 153,587 | $17.7M |
| Van Lanschot Kempen Investment Management N.V. | 0.18% | Add +145.0% | 152,850 | $17.6M |
| Swiss National Bank | 0.01% | Reduce -0.8% | 145,800 | $16.8M |
| Rhumbline Advisers | 0.01% | Reduce -6.2% | 144,974 | $16.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -20.4% | 141,541 | $16.3M |
| Bank of Nova Scotia | 0.03% | Add +0.8% | 139,728 | $16.1M |
| Public Employees Retirement System of Ohio | 0.07% | Add +0.1% | 138,152 | $15.9M |
| Barclays PLC | 0.01% | Add +3.4% | 132,497 | $15.2M |
| AXA S.A. | 0.05% | Add +3.6% | 132,269 | $15.2M |
| Balyasny Asset Management L.P. | 0.04% | New | 131,754 | $15.1M |
| Two Sigma Investments, LP | 0.04% | Add +265.0% | 131,080 | $15.1M |
| Lighthouse Investment Partners, LLC | 0.81% | New | 131,000 | $15.1M |
| Amundi | 0.01% | Reduce -9.4% | 133,770 | $14.7M |
| Masterton Capital Management, LP | 9.64% | Add +161.4% | 125,853 | $14.5M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -20.0% | 122,626 | $14.1M |
| Raymond James & Associates | 0.01% | Reduce -7.6% | 121,689 | $14.0M |
| Jane Street Group, LLC | 0.02% | Reduce -34.3% | 117,356 | $13.5M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.3% | 116,706 | $13.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.49% | Reduce -6.2% | 111,652 | $12.8M |
| Asset Management One Co., Ltd. | 0.05% | Add +0.7% | 111,230 | $12.8M |
| Nordea Investment Management AB | 0.01% | New | 111,879 | $12.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.0% | 110,891 | $12.7M |
| State of Tennessee, Department of Treasury | 0.04% | Add +26.4% | 108,830 | $12.5M |
| Squarepoint Ops LLC | 0.04% | Add +49.7% | 100,947 | $11.6M |
| Centersquare Investment Management LLC | 0.11% | No change | 100,602 | $11.6M |
| Pacific Heights Asset Management LLC | 0.86% | No change | 100,000 | $11.5M |
| AQR Capital Management | 0.02% | Add +11.8% | 100,266 | $11.4M |
| Guggenheim Capital LLC | 0.08% | Add +10.7% | 99,471 | $11.4M |
| Curi Capital, LLC | 0.26% | Add +2.1% | 97,727 | $11.2M |
| Principal Financial Group Inc. | 0.01% | Add +8.7% | 93,306 | $10.7M |
| ExodusPoint Capital Management, LP | 0.10% | Reduce -14.7% | 87,349 | $10.0M |
| Cubist Systematic Strategies, LLC | 0.15% | Add +120.9% | 86,723 | $10.0M |
| Waterfront Capital Partners, LLC | 1.76% | Reduce -77.1% | 83,521 | $9.6M |
| Marshall Wace, LLP | 0.01% | Reduce -57.7% | 82,498 | $9.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +14.6% | 81,935 | $9.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +601.3% | 80,644 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Add +73.9% | 80,018 | $9.2M |
| New York State Teachers Retirement System | 0.02% | Add +9.6% | 79,894 | $9.2M |
| Prudential Financial Inc. | 0.01% | Reduce -15.1% | 79,243 | $9.1M |
| Yousif Capital Management, LLC | 0.09% | Reduce -1.2% | 75,576 | $8.7M |
| Verition Fund Management LLC | 0.07% | Reduce -12.1% | 75,024 | $8.6M |
| Mattern Capital Management, LLC | 1.05% | Reduce -0.1% | 72,503 | $8.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -17.0% | 71,349 | $8.2M |
| California State Teachers Retirement System | 0.01% | Reduce -4.3% | 71,232 | $8.2M |
| LPL Financial LLC | 0.00% | Reduce -0.9% | 70,902 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.8% | 66,519 | $7.6M |
"% of holder's portfolio" is FRT's weight in each manager's 13F, not the share of Federal Realty Invs Trust the manager owns.