Federal Realty Invs TrustFRT
13F holders, Q4 2024 (December 31)488holders −15
42new positions
72sold out
7famous investors
$111.90avg. 13F price*
At the end of Q4 2024, 488 institutions reported holding Federal Realty Invs Trust (FRT) in their 13F filings, down 15 from Q3 2024. 42 opened new positions and 72 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($984.7M) and Norges Bank ($810.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $164.1M |
| Exits | 72 | $120.8M |
All 13F filers, Q3 2024 → Q4 2024: 7,485,971 shares bought and 3,901,583 shares sold, net +3,584,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 488 holders
| Vanguard Group Inc. | 0.03% | Add +1.7% | 13,041,061 | $1.5B |
| BlackRock, Inc. | 0.02% | Add +4.5% | 8,795,468 | $984.7M |
| Norges Bank | 0.11% | Add +0.1% | 7,240,234 | $810.5M |
| State Street Corp. | 0.03% | Add +2.9% | 6,290,201 | $704.2M |
| JPMorgan Chase & Co. | 0.04% | Reduce -5.7% | 4,605,950 | $515.6M |
| Resolution Capital Ltd | 7.09% | Add +12.4% | 3,523,155 | $394.4M |
| Invesco Ltd. | 0.06% | Add +41.4% | 3,053,443 | $341.8M |
| Geode Capital Management, LLC | 0.02% | Add +4.0% | 2,033,880 | $227.5M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -0.6% | 1,947,728 | $218.0M |
| ProShare Advisors LLC | 0.43% | Reduce -0.1% | 1,672,792 | $187.3M |
| Deutsche Bank AG | 0.06% | Reduce -2.4% | 1,346,335 | $150.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.0% | 1,285,189 | $143.9M |
| Northern Trust Corp. | 0.02% | Add +73.4% | 1,234,753 | $138.2M |
| Rush Island Management, LP | 8.85% | Add +18.1% | 1,188,734 | $133.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.5% | 1,165,798 | $130.5M |
| Centersquare Investment Management LLC | 1.23% | Add +935.8% | 1,042,016 | $116.7M |
| Westwood Holdings Group Inc. | 0.80% | Reduce -2.7% | 919,547 | $102.9M |
| Wells Fargo & Company | 0.02% | Add +4.4% | 905,884 | $101.4M |
| Morgan Stanley | 0.01% | Reduce -17.4% | 846,670 | $94.8M |
| CBRE Investment Management Listed Real Assets LLC | 1.62% | Add +8.1% | 811,945 | $90.9M |
| Legal & General Group Plc | 0.02% | Reduce -4.7% | 689,884 | $77.2M |
| Nuveen Asset Management, LLC | 0.02% | Add +62.6% | 683,114 | $76.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +11.5% | 674,235 | $75.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.1% | 634,147 | $71.0M |
| Clark Capital Management Group, Inc. | 0.50% | Reduce -21.3% | 632,589 | $70.8M |
| Janus Henderson Group PLC | 0.03% | Reduce -2.6% | 595,416 | $66.7M |
| FMR LLC | 0.00% | Add +1.5% | 581,159 | $65.1M |
| Russell Investments Group, Ltd. | 0.08% | Reduce -13.2% | 529,083 | $59.2M |
| Vest Financial, LLC | 0.99% | Add +9.7% | 498,244 | $55.8M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 459,601 | $51.5M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +4.8% | 446,922 | $50.0M |
| Balyasny Asset Management L.P. | 0.11% | Add +225.6% | 428,981 | $48.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.2% | 428,017 | $47.9M |
| Sei Investments Co. | 0.06% | Add +4.7% | 419,208 | $46.9M |
| Qube Research & Technologies Ltd | 0.08% | Add +7.7% | 417,997 | $46.8M |
| STRS Ohio | 0.17% | Reduce -4.3% | 373,801 | $41.8M |
| UBS Group AG | 0.01% | Add +22.4% | 368,423 | $41.2M |
| Alyeska Investment Group, L.P. | 0.15% | New | 363,026 | $40.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.2% | 334,348 | $37.4M |
| HSBC Holdings PLC | 0.02% | Add +7.8% | 333,316 | $37.3M |
| Victory Capital Management Inc. | 0.04% | Add +10.9% | 327,424 | $36.7M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +0.2% | 321,500 | $36.0M |
| Gillson Capital LP | 2.79% | New | 276,397 | $30.9M |
| Barclays PLC | 0.01% | Add +96.8% | 260,753 | $29.2M |
| Marshall Wace, LLP | 0.03% | Add +180.8% | 231,638 | $25.9M |
| RWC Asset Management LLP | 1.47% | Add +4.3% | 218,493 | $24.5M |
| Neuberger Berman Group LLC | 0.02% | Reduce -4.8% | 218,273 | $24.4M |
| Bank of Montreal | 0.01% | Add +17.0% | 215,569 | $24.1M |
| Amundi | 0.01% | Add +65.7% | 221,664 | $23.2M |
| Bank of America Corp. | 0.00% | Reduce -14.7% | 204,170 | $22.9M |
| Lighthouse Investment Partners, LLC | 0.82% | Add +45.0% | 190,000 | $21.3M |
| Citigroup Inc. | 0.02% | Reduce -22.0% | 187,261 | $21.0M |
| APG Asset Management US Inc. | 0.15% | New | 180,824 | $20.2M |
| BNP Paribas Financial Markets | 0.02% | New | 177,483 | $19.9M |
| Mizuho Markets Americas LLC | 0.36% | Reduce -14.5% | 168,392 | $18.9M |
| Renaissance Technologies | 0.03% | Reduce -41.1% | 163,414 | $18.3M |
| Masterton Capital Management, LP | 9.89% | Add +23.9% | 155,953 | $17.5M |
| Allianz Asset Management GmbH | 0.03% | Reduce -3.0% | 155,384 | $17.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +0.7% | 158,220 | $17.3M |
| Principal Financial Group Inc. | 0.01% | Add +65.6% | 154,517 | $17.3M |
| Bank of Nova Scotia | 0.03% | Add +10.4% | 154,295 | $17.3M |
| Raymond James Financial Inc. | 0.01% | — | 153,525 | $17.2M |
| California Public Employees Retirement System | 0.01% | Reduce -3.1% | 148,858 | $16.7M |
| Swiss National Bank | 0.01% | Add +1.6% | 148,100 | $16.6M |
| Hudson Bay Capital Management LP | 0.12% | New | 147,598 | $16.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.16% | Reduce -4.0% | 146,781 | $16.4M |
| Rhumbline Advisers | 0.01% | Reduce -0.3% | 144,516 | $16.2M |
| Millennium Management | 0.01% | Reduce -52.5% | 142,050 | $15.9M |
| Nordea Investment Management AB | 0.02% | Add +26.7% | 141,773 | $15.9M |
| Curi Capital, LLC | 0.36% | Add +42.5% | 139,238 | $15.6M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -0.0% | 138,094 | $15.5M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -53.9% | 135,620 | $15.2M |
| AXA S.A. | 0.04% | Reduce -3.6% | 127,460 | $14.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -11.9% | 124,629 | $14.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +80.4% | 119,993 | $13.4M |
| Asset Management One Co., Ltd. | 0.05% | Add +7.6% | 119,698 | $13.3M |
| Algert Global LLC | 0.31% | Add +161.7% | 117,319 | $13.1M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -0.5% | 116,083 | $13.0M |
| Meiji Yasuda Asset Management Co Ltd. | 0.48% | No change | 111,652 | $12.5M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 111,065 | $12.4M |
| State of Tennessee, Department of Treasury | 0.04% | Reduce -1.0% | 107,703 | $12.1M |
| AQR Capital Management | 0.01% | Add +3.9% | 104,207 | $11.7M |
| Pacific Heights Asset Management LLC | 0.77% | No change | 100,000 | $11.2M |
| Ameriprise Financial Inc. | 0.00% | Add +24.3% | 99,426 | $11.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +1.7% | 83,318 | $9.3M |
| LPL Financial LLC | 0.00% | Add +17.5% | 83,289 | $9.3M |
| Verition Fund Management LLC | 0.05% | Add +7.9% | 80,932 | $9.1M |
| Yousif Capital Management, LLC | 0.10% | Add +4.8% | 79,189 | $8.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 79,145 | $8.9M |
| Jefferies Financial Group Inc. | 0.10% | New | 77,400 | $8.7M |
| Rockefeller Capital Management L.P. | 0.02% | New | 75,880 | $8.5M |
| Robeco Institutional Asset Management B.V. | 0.02% | Reduce -41.3% | 72,000 | $8.1M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +16.9% | 71,467 | $8.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.2% | 71,229 | $8.0M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 71,142 | $8.0M |
| Employees Retirement System of Texas | 0.08% | Add +20.3% | 71,000 | $7.9M |
| Mattern Capital Management, LLC | 1.03% | Reduce -2.5% | 70,703 | $7.9M |
| Guggenheim Capital LLC | 0.06% | Reduce -29.7% | 69,969 | $7.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +41.3% | 67,460 | $7.6M |
| Susquehanna Fundamental Investments, LLC | 0.13% | — | 67,378 | $7.5M |
"% of holder's portfolio" is FRT's weight in each manager's 13F, not the share of Federal Realty Invs Trust the manager owns.