Federal Realty Invs TrustFRT
13F holders, Q1 2025 (March 31)478holders −10
54new positions
62sold out
8famous investors
$97.82avg. 13F price*
At the end of Q1 2025, 478 institutions reported holding Federal Realty Invs Trust (FRT) in their 13F filings, down 10 from Q4 2024. 54 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($854.0M) and Norges Bank ($708.4M). 8 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $41.3M |
| Exits | 62 | $166.2M |
All 13F filers, Q4 2024 → Q1 2025: 5,466,641 shares bought and 7,840,860 shares sold, net −2,374,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 478 holders
| Vanguard Group Inc. | 0.02% | Reduce -0.1% | 13,028,254 | $1.3B |
| BlackRock, Inc. | 0.02% | Reduce -0.8% | 8,729,836 | $854.0M |
| Norges Bank | 0.10% | Add +0.0% | 7,241,394 | $708.4M |
| State Street Corp. | 0.03% | Add +1.8% | 6,402,003 | $626.2M |
| Resolution Capital Ltd | 5.56% | Reduce -17.1% | 2,920,464 | $285.7M |
| Invesco Ltd. | 0.05% | Reduce -13.8% | 2,630,600 | $257.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -48.6% | 2,368,047 | $231.6M |
| Geode Capital Management, LLC | 0.02% | Add +4.4% | 2,123,288 | $207.4M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -7.6% | 1,799,330 | $176.0M |
| ProShare Advisors LLC | 0.36% | Reduce -3.1% | 1,620,600 | $158.5M |
| Rush Island Management, LP | 8.83% | Add +19.3% | 1,417,620 | $138.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,302,823 | $127.4M |
| Northern Trust Corp. | 0.02% | Add +3.6% | 1,279,688 | $125.2M |
| Centersquare Investment Management LLC | 1.23% | Add +16.2% | 1,211,041 | $118.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.3% | 1,169,217 | $114.4M |
| PGGM Investments | 1.33% | Add +8607.4% | 1,006,663 | $98.5M |
| Westwood Holdings Group Inc. | 0.74% | Add +8.2% | 995,159 | $97.3M |
| Morgan Stanley | 0.01% | Add +9.3% | 925,366 | $90.5M |
| Wells Fargo & Company | 0.02% | Add +1.1% | 916,168 | $89.6M |
| HSBC Holdings PLC | 0.05% | Add +123.9% | 746,159 | $72.6M |
| Legal & General Group Plc | 0.02% | Add +6.8% | 736,629 | $72.1M |
| Balyasny Asset Management L.P. | 0.18% | Add +71.2% | 734,548 | $71.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +3.9% | 700,435 | $68.5M |
| Qube Research & Technologies Ltd | 0.11% | Add +67.0% | 698,047 | $68.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.05% | Reduce -14.6% | 693,693 | $67.9M |
| FMR LLC | 0.00% | Add +15.8% | 673,207 | $65.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.6% | 617,522 | $60.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +43.1% | 612,574 | $59.9M |
| Janus Henderson Group PLC | 0.03% | Reduce -5.5% | 562,380 | $54.6M |
| Nuveen, LLC | 0.02% | — | 531,767 | $52.0M |
| Vest Financial, LLC | 0.77% | Add +2.3% | 509,555 | $49.8M |
| Royal Bank of Canada | 0.01% | Add +2.9% | 472,924 | $46.3M |
| Deutsche Bank AG | 0.02% | Reduce -65.4% | 465,693 | $45.6M |
| T. Rowe Price Associates Inc. | 0.01% | Add +38.5% | 463,013 | $45.3M |
| Nomura Asset Management Co. Ltd. | 0.14% | Add +3.1% | 460,835 | $45.1M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Add +30.8% | 420,400 | $41.1M |
| APG Asset Management US Inc. | 0.28% | Add +111.4% | 382,214 | $37.1M |
| Victory Capital Management Inc. | 0.04% | Add +10.2% | 360,663 | $35.3M |
| Sei Investments Co. | 0.04% | Reduce -14.9% | 356,605 | $34.9M |
| Barclays PLC | 0.02% | Add +36.1% | 354,897 | $34.7M |
| UBS Group AG | 0.01% | Reduce -5.5% | 348,124 | $34.1M |
| STRS Ohio | 0.13% | Reduce -12.0% | 328,981 | $32.2M |
| Bank of America Corp. | 0.00% | Add +57.7% | 321,941 | $31.5M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -42.0% | 306,687 | $30.0M |
| Amundi | 0.01% | Add +19.0% | 263,832 | $24.5M |
| Millennium Management | 0.02% | Add +59.4% | 226,358 | $22.1M |
| Curi Capital, LLC | 0.52% | Add +56.0% | 217,143 | $21.2M |
| California Public Employees Retirement System | 0.01% | Add +44.1% | 214,570 | $21.0M |
| RWC Asset Management LLP | 1.29% | Reduce -4.3% | 209,037 | $20.4M |
| Bank of Montreal | 0.01% | Reduce -9.0% | 196,223 | $19.2M |
| Marshall Wace, LLP | 0.03% | Reduce -17.5% | 190,998 | $18.7M |
| Lighthouse Investment Partners, LLC | 0.81% | Reduce -4.2% | 182,000 | $17.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +14.1% | 180,490 | $17.7M |
| Rhumbline Advisers | 0.02% | Add +18.1% | 170,690 | $16.7M |
| Neuberger Berman Group LLC | 0.01% | Reduce -21.6% | 171,092 | $16.5M |
| Allianz Asset Management GmbH | 0.02% | Add +8.2% | 168,065 | $16.4M |
| Nordea Investment Management AB | 0.02% | Add +10.8% | 157,103 | $15.3M |
| Principal Financial Group Inc. | 0.01% | Add +0.6% | 155,434 | $15.2M |
| Citigroup Inc. | 0.01% | Reduce -18.0% | 153,615 | $15.0M |
| Asset Management One Co., Ltd. | 0.05% | Add +26.7% | 151,617 | $14.8M |
| Bank of Nova Scotia | 0.03% | Reduce -3.0% | 149,733 | $14.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -15.9% | 149,287 | $14.6M |
| Swiss National Bank | 0.01% | No change | 148,100 | $14.5M |
| Ameriprise Financial Inc. | 0.00% | Add +70.9% | 169,876 | $14.5M |
| Van Lanschot Kempen Investment Management N.V. | 0.14% | Reduce -3.7% | 141,294 | $13.8M |
| Public Employees Retirement System of Ohio | 0.05% | Reduce -2.0% | 135,269 | $13.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.5% | 134,281 | $13.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +4.8% | 130,593 | $12.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +66.2% | 126,075 | $12.3M |
| Mizuho Markets Americas LLC | 0.27% | Reduce -25.8% | 124,930 | $12.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +7.6% | 124,855 | $12.2M |
| AQR Capital Management | 0.01% | Add +16.0% | 120,840 | $11.8M |
| Sophron Capital Management L.P. | 4.00% | Add +91.3% | 120,127 | $11.8M |
| State of Tennessee, Department of Treasury | 0.04% | Add +4.2% | 112,219 | $11.0M |
| Renaissance Technologies | 0.02% | Reduce -32.1% | 111,000 | $10.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.3% | 108,542 | $10.6M |
| AXA S.A. | 0.03% | Reduce -18.7% | 103,613 | $10.1M |
| Pacific Heights Asset Management LLC | 0.67% | No change | 100,000 | $9.8M |
| Meiji Yasuda Asset Management Co Ltd. | 0.38% | Reduce -14.3% | 95,735 | $9.4M |
| Hudson Bay Capital Management LP | 0.07% | Reduce -36.9% | 93,076 | $9.1M |
| Masterton Capital Management, LP | 6.00% | Reduce -81.6% | 28,700 | $8.8M |
| Tudor Investment Corporation | 0.07% | New | 84,944 | $8.3M |
| Jane Street Group, LLC | 0.01% | Add +2180.2% | 84,437 | $8.3M |
| Yousif Capital Management, LLC | 0.09% | Add +4.1% | 82,409 | $8.1M |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | 0.98% | Add +35.5% | 79,000 | $7.7M |
| LPL Financial LLC | 0.00% | Reduce -5.3% | 78,857 | $7.7M |
| Squarepoint Ops LLC | 0.02% | Add +118.7% | 75,646 | $7.4M |
| California State Teachers Retirement System | 0.01% | Add +2.1% | 72,620 | $7.1M |
| Mattern Capital Management, LLC | 0.90% | Add +2.4% | 72,368 | $7.1M |
| Algert Global LLC | 0.17% | Reduce -38.9% | 71,669 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -40.4% | 71,497 | $7.0M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 71,467 | $7.0M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 71,229 | $7.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +41.9% | 69,905 | $6.8M |
| Stifel Financial Corp. | 0.01% | Add +3.3% | 68,199 | $6.7M |
| Nan Fung Trinity (hk) Ltd. | 0.99% | Add +31.4% | 64,000 | $6.3M |
| Retirement Systems of Alabama | 0.02% | Add +0.8% | 60,576 | $5.9M |
| Prudential Financial Inc. | 0.01% | Add +5.9% | 60,251 | $5.9M |
| New York State Common Retirement Fund | 0.01% | Add +3.1% | 60,214 | $5.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -10.9% | 60,108 | $5.9M |
| New York State Teachers Retirement System | 0.01% | Add +0.0% | 57,659 | $5.6M |
| Fisher Asset Management | 0.00% | Reduce -0.8% | 55,623 | $5.4M |
| Holocene Advisors, LP | 0.02% | Add +137.8% | 52,438 | $5.1M |
| D. E. Shaw & Co. | 0.01% | Add +147.9% | 50,980 | $5.0M |
| Resona Asset Management Co.,Ltd. | 0.03% | Add +14.3% | 51,377 | $5.0M |
| Bokf, NA | 0.09% | Add +91803.6% | 50,547 | $4.9M |
| State of Alaska, Department of Revenue | 0.06% | Add +1.7% | 50,273 | $4.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -30.6% | 50,000 | $4.9M |
| Macquarie Group Ltd. | 0.01% | Add +7.3% | 49,929 | $4.9M |
| National Bank of Canada | 0.01% | Add +34.2% | 49,792 | $4.9M |
| Guggenheim Capital LLC | 0.04% | Reduce -32.7% | 47,116 | $4.6M |
| Edgestream Partners, L.P. | 0.15% | Add +326.6% | 45,870 | $4.5M |
| Employees Retirement System of Texas | 0.05% | Reduce -36.0% | 45,437 | $4.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +3.1% | 45,096 | $4.4M |
| Intact Investment Management Inc. | 0.15% | No change | 44,800 | $4.4M |
| Cinctive Capital Management LP | 0.33% | Reduce -7.0% | 42,304 | $4.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +0.5% | 41,102 | $4.0M |
| Trillium Asset Management, LLC | 0.11% | Reduce -1.7% | 40,370 | $3.9M |
| UniSuper Management Pty Ltd | 0.03% | Add +6.5% | 40,337 | $3.9M |
| Aberdeen Group plc | 0.01% | Add +3.0% | 39,717 | $3.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +2.4% | 38,919 | $3.8M |
| APG Asset Management N.V. | 0.01% | Reduce -1.6% | 42,000 | $3.8M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -71.4% | 38,819 | $3.8M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.1% | 38,629 | $3.8M |
| Van Eck Associates Corp. | 0.00% | Add +5.7% | 37,816 | $3.7M |
| Abc Arbitrage SA | 0.69% | Add +209.5% | 37,726 | $3.7M |
| Franklin Resources Inc. | 0.00% | Reduce -1.6% | 37,424 | $3.7M |
| Xcel Wealth Management, LLC | 1.13% | Reduce -1.5% | 36,670 | $3.6M |
| Daiwa Securities Group Inc. | 0.01% | Add +8.4% | 36,175 | $3.5M |
| Vert Asset Management LLC | 1.19% | Add +7.3% | 35,429 | $3.5M |
| Quantinno Capital Management LP | 0.02% | Reduce -0.9% | 35,196 | $3.4M |
| Kinloch Capital, LLC | 1.63% | Add +1.1% | 34,930 | $3.4M |
| Nisa Investment Advisors, LLC | 0.02% | Reduce -11.5% | 33,961 | $3.3M |
| Davis Selected Advisers | 0.02% | Reduce -45.2% | 32,930 | $3.2M |
| State of Wisconsin Investment Board | 0.01% | Add +22.8% | 32,642 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.0% | 31,860 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Add +30.7% | 31,615 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -25.4% | 31,264 | $3.1M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.9% | 30,309 | $3.0M |
| American Century Companies Inc. | 0.00% | Add +4.9% | 29,849 | $2.9M |
| L & S Advisors Inc | 0.41% | New | 29,824 | $2.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | — | 29,000 | $2.8M |
| Comerica Bank | 0.01% | Add +1.9% | 27,816 | $2.7M |
| FIL Ltd | 0.00% | Reduce -22.9% | 27,453 | $2.7M |
| Cibc World Markets Corp. | 0.02% | Reduce -11.4% | 27,335 | $2.7M |
| Citadel Advisors | 0.00% | Add +9360.1% | 27,056 | $2.6M |
| GSI Capital Advisors LLC | 1.37% | New | 26,707 | $2.6M |
| Toronto Dominion Bank | 0.01% | Reduce -14.4% | 26,200 | $2.6M |
| AlphaQuest LLC | 0.27% | Add +2107.6% | 25,719 | $2.5M |
| 1832 Asset Management L.P. | 0.00% | New | 25,423 | $2.5M |
| Zimmer Partners, LP | 0.05% | No change | 25,000 | $2.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -57.6% | 24,454 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.5% | 24,161 | $2.4M |
| ExodusPoint Capital Management, LP | 0.03% | New | 23,753 | $2.3M |
| Voya Investment Management LLC | 0.00% | Add +1.1% | 22,959 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +0.1% | 22,559 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.2% | 22,421 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.2% | 22,358 | $2.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +6.8% | 22,064 | $2.2M |
| Arizona State Retirement System | 0.01% | Add +0.4% | 21,934 | $2.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 21,791 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +39.5% | 21,607 | $2.1M |
| Brown Advisory Inc. | 0.00% | Add +21.2% | 21,260 | $2.1M |
| State of Michigan Retirement System | 0.01% | Add +1.4% | 20,924 | $2.0M |
| Public Sector Pension Investment Board | 0.01% | Add +4.3% | 20,689 | $2.0M |
| Focus Partners Wealth | 0.01% | Reduce -0.2% | 20,293 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | New | 20,155 | $2.0M |
| Credit Agricole S A | 0.01% | Add +8.8% | 19,236 | $1.9M |
| Nomura Holdings Inc. | 0.01% | Add +68.6% | 19,217 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +9.1% | 19,344 | $1.9M |
| JB Capital LLC | 0.10% | Add +20.2% | 18,991 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -76.4% | 18,692 | $1.8M |
| AlTi Global, Inc. | 0.05% | Reduce -18.8% | 18,414 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | No change | 18,400 | $1.8M |
| New York Life Investment Management LLC | 0.02% | Add +1.3% | 18,319 | $1.8M |
| Stableford Capital II LLC | 0.74% | Add +0.1% | 18,770 | $1.8M |
| HRT Financial LP | 0.01% | New | 17,944 | $1.8M |
| Verition Fund Management LLC | 0.01% | Reduce -77.9% | 17,902 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.2% | 17,767 | $1.7M |
| Czech National Bank | 0.02% | Add +6.8% | 17,711 | $1.7M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.28% | Add +35.5% | 17,272 | $1.7M |
| IFM Investors Pty Ltd | 0.02% | Reduce -12.8% | 17,084 | $1.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -5.4% | 16,576 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.8% | 16,027 | $1.6M |
| Blackhawk Capital Partners, LLC | 0.81% | Reduce -4.2% | 15,982 | $1.6M |
| Freestone Grove Partners LP | 0.02% | New | 15,699 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.13% | New | 15,469 | $1.5M |
| Lasalle Investment Management Securities LLC | 0.07% | No change | 15,464 | $1.5M |
| Pacer Advisors, Inc. | 0.00% | Reduce -25.0% | 15,416 | $1.5M |
| Amalgamated Bank | 0.01% | Add +1.0% | 15,284 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.4% | 15,111 | $1.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -82.1% | 14,909 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -3.9% | 14,900 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +3.5% | 14,740 | $1.4M |
| XTX Topco Ltd | 0.07% | New | 14,394 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +3.9% | 13,965 | $1.4M |
| Utah Retirement Systems | 0.02% | No change | 13,933 | $1.4M |
| TD Asset Management Inc | 0.00% | Add +1.3% | 13,528 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.1% | 13,011 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -46.3% | 12,901 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +3.6% | 12,754 | $1.2M |
| Kesler, Norman & Wride, LLC | 0.24% | Add +6.1% | 12,733 | $1.2M |
| Prelude Capital Management, LLC | 0.12% | Reduce -17.5% | 12,473 | $1.2M |
| Fox Run Management, L.L.C. | 0.19% | New | 12,257 | $1.2M |
| Lokken Investment Group LLC | 0.50% | Add +18.2% | 12,065 | $1.2M |
| Engineers Gate Manager LP | 0.02% | New | 12,005 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 11,890 | $1.2M |
| Metis Global Partners, LLC | 0.03% | Add +13.6% | 11,490 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Reduce -39.4% | 11,449 | $1.1M |
| Allstate Corp. | 0.03% | New | 11,202 | $1.1M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.5% | 11,041 | $1.1M |
| Vanderbilt University | 0.21% | Add +149.3% | 11,001 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Reduce -1.6% | 10,969 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -41.8% | 10,899 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +302.1% | 10,856 | $1.1M |
| Wolverine Trading, LLC | 0.03% | New | 10,931 | $1.1M |
| Nebula Research & Development LLC | 0.10% | New | 10,771 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.4% | 10,528 | $1.0M |
| FourThought Financial Partners, LLC | 0.11% | Reduce -3.9% | 10,384 | $1.0M |
| Vident Advisory, LLC | 0.01% | Reduce -31.7% | 10,040 | $982K |
| Summit Financial, LLC | 0.03% | Reduce -0.6% | 9,995 | $978K |
| Centiva Capital, LP | 0.06% | Reduce -22.1% | 9,927 | $971K |
| MML Investors Services, LLC | 0.00% | Reduce -43.2% | 9,712 | $950K |
| Spirit of America Management Corp. | 0.19% | No change | 9,700 | $949K |
| Magnetar Financial LLC | 0.01% | New | 9,624 | $941K |
| Lazard Asset Management LLC | 0.00% | Add +22.5% | 9,536 | $932K |
| Dark Forest Capital Management LP | 0.04% | New | 9,090 | $889K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.1% | 8,965 | $877K |
| Storebrand Asset Management As | 0.00% | Reduce -25.3% | 8,960 | $876K |
| M&T Bank Corp | 0.00% | Reduce -9.4% | 8,794 | $860K |
| W.H. Cornerstone Investments Inc. | 0.59% | Add +60.5% | 8,782 | $859K |
| Loudon Investment Management, LLC | 0.48% | Reduce -21.6% | 8,675 | $849K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -16.4% | 8,408 | $822K |
| MQS Management LLC | 0.47% | New | 8,397 | $821K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.9% | 8,340 | $816K |
| Lido Advisors, LLC | 0.00% | Add +8.0% | 8,173 | $800K |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 7,916 | $774K |
| Creative Planning | 0.00% | Reduce -27.2% | 7,888 | $772K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 7,885 | $771K |
| New Age Alpha Advisors, LLC | 0.03% | Reduce -10.1% | 7,827 | $766K |
| Fort Point Capital Partners LLC | 0.09% | Reduce -0.9% | 7,780 | $761K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.08% | Reduce -0.9% | 7,616 | $745K |
| Norinchukin Bank, The | 0.01% | Add +11.1% | 7,604 | $744K |
| Burke & Herbert Bank & Trust Co. | 0.17% | No change | 7,335 | $718K |
| Penserra Capital Management LLC | 0.01% | Add +3664.1% | 7,340 | $717K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -50.0% | 7,277 | $712K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.4% | 7,124 | $697K |
| Jeppson Wealth Management, LLC | 0.25% | Add +0.1% | 7,069 | $691K |
| Ar Asset Management Inc. | 0.16% | New | 7,000 | $685K |
| Sound Financial Strategies Group, LLC | 0.61% | Reduce -11.9% | 6,981 | $683K |
| Xponance LLC | 0.01% | Add +2.7% | 6,933 | $678K |
| FORA Capital, LLC | 0.07% | New | 6,789 | $664K |
| Benjamin Edwards Inc. | 0.01% | Add +0.6% | 6,722 | $658K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.5% | 6,718 | $657K |
| World Investment Advisors | 0.02% | Reduce -14.3% | 6,662 | $652K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.5% | 6,654 | $651K |
| Polymer Capital Management (US) LLC | 0.19% | New | 6,573 | $643K |
| Creative Financial Designs Inc. | 0.05% | Add +8.4% | 6,506 | $636K |
| Ethic Inc. | 0.01% | Add +1.0% | 6,493 | $630K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,411 | $627K |
| NewEdge Wealth, LLC | 0.01% | Add +0.2% | 6,382 | $624K |
| Principal Securities, Inc. | 0.01% | No change | 5,511 | $617K |
| Cerity Partners LLC | 0.00% | Reduce -8.7% | 6,176 | $604K |
| Mizuho Securities USA LLC | 0.01% | Reduce -14.8% | 6,174 | $604K |
| &partners | 0.01% | Add +182.8% | 6,058 | $594K |
| SlateStone Wealth, LLC | 0.06% | No change | 5,995 | $586K |
| Independent Advisor Alliance | 0.02% | Reduce -10.3% | 5,910 | $578K |
| Prospera Financial Services Inc | 0.01% | Add +41.3% | 5,908 | $578K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +6.4% | 5,895 | $576K |
| Global X Japan Co., Ltd. | 0.06% | Add +24.5% | 5,683 | $556K |
| Janney Capital Management LLC | 0.04% | No change | 5,655 | $553K |
| Corient Private Wealth LP | 0.00% | Add +12.6% | 5,467 | $535K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.8% | 5,384 | $527K |
| NewEdge Advisors, LLC | 0.00% | Reduce -20.2% | 5,327 | $521K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 5,183 | $507K |
| Groupe la Francaise | 0.01% | Reduce -6.2% | 5,092 | $493K |
| Gen-Wealth Partners Inc | 0.20% | Reduce -0.0% | 4,973 | $486K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -36.2% | 4,941 | $483K |
| Rakuten Investment Management, Inc. | 0.00% | — | 4,920 | $477K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -16.5% | 4,758 | $465K |
| Hartford Investment Management Co. | 0.02% | Add +0.3% | 4,753 | $465K |
| Agf Management Ltd. | 0.00% | Add +1.9% | 4,738 | $463K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.4% | 4,694 | $459K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +15.6% | 4,505 | $441K |
| DoubleLine ETF Adviser LP | 0.14% | Reduce -17.1% | 4,455 | $436K |
| Glenmede Trust Co. NA | 0.00% | Add +14.1% | 4,380 | $428K |
| EntryPoint Capital, LLC | 0.19% | Add +67.4% | 4,288 | $419K |
| LMR Partners LLP | 0.01% | New | 4,226 | $413K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -93.7% | 4,220 | $413K |
| Louisiana State Employees Retirement System | 0.01% | No change | 4,100 | $401K |
| Revisor Wealth Management LLC | 0.18% | Add +94.4% | 4,098 | $401K |
| Ofi Invest Asset Management | 0.01% | Reduce -4.9% | 4,423 | $401K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -94.8% | 4,048 | $396K |
| Stephens Inc. | 0.01% | Reduce -3.7% | 4,040 | $395K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +10.3% | 4,000 | $391K |
| NovaPoint Capital, LLC | 0.12% | Reduce -2.0% | 3,989 | $390K |
| Apollon Wealth Management, LLC | 0.01% | Add +25.7% | 3,989 | $390K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -16.2% | 3,945 | $386K |
| Securian Asset Management, Inc. | 0.01% | No change | 3,943 | $386K |
| Monetary Management Group Inc. | 0.10% | No change | 3,750 | $367K |
| Strategy Asset Managers LLC | 0.07% | Add +8.8% | 3,708 | $363K |
| Farringdon Capital, Ltd. | 0.18% | New | 3,658 | $358K |
| RFG Advisory, LLC | 0.01% | New | 3,640 | $356K |
| Gotham Asset Management | 0.00% | Add +69.2% | 3,567 | $349K |
| New Mexico Educational Retirement Board | 0.01% | No change | 3,550 | $347K |
| KCM Investment Advisors LLC | 0.01% | Reduce -17.9% | 3,501 | $342K |
| Heitman Real Estate Securities LLC | 0.02% | Add +10.5% | 3,406 | $333K |
| MBB Public Markets I LLC | 0.04% | New | 3,252 | $318K |
| Equitable Holdings, Inc. | 0.00% | Add +2.0% | 3,246 | $318K |
| Passive Capital Management, LLC. | 0.10% | New | 3,193 | $312K |
| Panagora Asset Management Inc. | 0.00% | Reduce -46.5% | 3,176 | $311K |
| Empowered Funds, LLC | 0.00% | Add +12.5% | 3,205 | $310K |
| Mariner, LLC | 0.00% | Add +22.4% | 3,160 | $309K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.0% | 3,163 | $306K |
| Private Advisor Group, LLC | 0.00% | Add +13.8% | 3,027 | $296K |
| Fiduciary Group, LLC | 0.03% | No change | 3,023 | $296K |
| Shell Asset Management Co. | 0.01% | Add +9.3% | 2,940 | $288K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.0% | 2,939 | $287K |
| US Bancorp \de | 0.00% | Add +15.3% | 2,932 | $287K |
| Gsa Capital Partners LLP | 0.03% | New | 2,917 | $285K |
| Mackenzie Financial Corp. | 0.00% | Add +2.3% | 2,864 | $280K |
| Captrust Financial Advisors | 0.00% | Add +18.4% | 2,860 | $280K |
| Tidal Investments LLC | 0.00% | Add +20.4% | 2,875 | $278K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.9% | 2,842 | $278K |
| KBC Group NV | 0.00% | Add +5.6% | 2,844 | $278K |
| Walleye Trading LLC | 0.01% | New | 2,831 | $277K |
| Quadrant Capital Group LLC | 0.01% | Add +214.3% | 2,731 | $267K |
| Sandy Spring Bank | 0.01% | Reduce -25.0% | 2,727 | $267K |
| HUB Investment Partners, LLC | 0.01% | Add +33.3% | 2,713 | $265K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -3.5% | 2,637 | $258K |
| Modera Wealth Management, LLC | 0.00% | No change | 2,636 | $258K |
| Montgomery Investment Management Inc. | 0.10% | No change | 2,630 | $257K |
| NEOS Investment Management LLC | 0.00% | New | 2,622 | $254K |
| Keybank National Association | 0.00% | Reduce -4.8% | 2,489 | $243K |
| Jones Financial Companies LLLP | 0.00% | Add +4.6% | 2,499 | $242K |
| Bridgefront Capital, LLC | 0.07% | New | 2,476 | $242K |
| Fifth Third Bancorp | 0.00% | Add +4.1% | 2,456 | $240K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Add +1.0% | 2,453 | $240K |
| Graham Capital Management, L.P. | 0.01% | Reduce -13.5% | 2,440 | $239K |
| Phocas Financial Corp. | 0.04% | New | 2,404 | $235K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -2.0% | 2,396 | $234K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,380 | $233K |
| Wellington Management Group LLP | 0.00% | Add +30.2% | 2,349 | $230K |
| V-Square Quantitative Management LLC | 0.03% | No change | 2,313 | $226K |
| Ieq Capital, LLC | 0.00% | Reduce -32.8% | 2,310 | $226K |
| FreeGulliver LLC | 0.11% | New | 2,300 | $225K |
| Kaizen Financial Strategies | 0.12% | Add +1.1% | 2,195 | $215K |
| Powell Investment Advisors, LLC | 0.10% | No change | 2,183 | $214K |
| Allworth Financial LP | 0.00% | Add +8.3% | 2,214 | $211K |
| Oak Thistle LLC | 0.04% | New | 2,154 | $211K |
| Lafayette Investments, Inc. | 0.04% | No change | 2,150 | $210K |
| CWA Asset Management Group, LLC | 0.01% | Add +3.0% | 2,092 | $205K |
| Smith Shellnut Wilson LLC | 0.09% | Reduce -11.8% | 2,051 | $201K |
| GAMMA Investing LLC | 0.01% | Reduce -35.8% | 1,994 | $195K |
| Olde Wealth Management, LLC | 0.07% | No change | 2,000 | $195K |
| iA Global Asset Management Inc. | 0.00% | Add +2.9% | 1,977 | $193K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -90.1% | 1,927 | $186K |
| Natixis | 0.00% | Reduce -54.5% | 1,889 | $183K |
| M&G PLC | 0.00% | New | 1,770 | $173K |
| Group One Trading LLC | 0.01% | New | 1,662 | $163K |
| Towne Trust Company, N.A | 0.06% | No change | 1,616 | $158K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -17.9% | 1,508 | $148K |
| Mather Group, Llc. | 0.00% | No change | 1,453 | $142K |
| GF Fund Management Co. LTD. | 0.00% | Add +5.8% | 1,448 | $142K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,394 | $136K |
| MAI Capital Management | 0.00% | Reduce -1.5% | 1,373 | $134K |
| Mufg Securities Americas Inc. | 0.02% | Add +20.9% | 1,365 | $134K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | No change | 1,330 | $130K |
| Trust Co. of Vermont | 0.01% | No change | 1,300 | $127K |
| CI Investments Inc. | 0.00% | Add +2.3% | 1,258 | $123K |
| Horizon Investments, LLC | 0.00% | Add +7.8% | 1,113 | $108K |
| Cwm, LLC | 0.00% | Reduce -13.9% | 1,090 | $107K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $98K |
| Hopwood Financial Services, Inc. | 0.07% | No change | 900 | $88K |
| Exchange Traded Concepts, LLC | 0.00% | Add +18.2% | 845 | $83K |
| Danske Bank A/S | 0.00% | No change | 800 | $78K |
| Signaturefd, LLC | 0.00% | Reduce -15.5% | 774 | $76K |
| Quarry LP | 0.02% | New | 757 | $74K |
| Lanark Financial, Inc. | 0.01% | — | 711 | $69K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 700 | $68K |
| Bessemer Group Inc. | 0.00% | Reduce -3.2% | 669 | $66K |
| Lindbrook Capital, LLC | 0.01% | Add +777.8% | 632 | $62K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 618 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.9% | 581 | $57K |
| Smartleaf Asset Management LLC | 0.01% | Add +3.8% | 576 | $56K |
| Delta Asset Management LLC | 0.00% | No change | 525 | $51K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.0% | 525 | $51K |
| Avalon Trust Co | 0.00% | No change | 500 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 500 | $49K |
| Eastern Bank | 0.00% | No change | 450 | $44K |
| CX Institutional | 0.00% | New | 452 | $44K |
| IFP Advisors, Inc | 0.00% | Add +3.3% | 443 | $43K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 423 | $41K |
| Rothschild Investment LLC | 0.00% | Add +1.2% | 419 | $41K |
| Dagco, Inc. | 0.01% | New | 350 | $34K |
| Federated Hermes, Inc. | 0.00% | Add +143.9% | 339 | $33K |
| Toth Financial Advisory Corp. | 0.00% | No change | 327 | $32K |
| Dynamic Wealth Strategies, LLC | 0.02% | New | 303 | $30K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -27.3% | 290 | $28K |
| Versant Capital Management, Inc | 0.00% | Add +82.3% | 288 | $28K |
| Brooklyn Investment Group | 0.01% | Add +1.9% | 272 | $27K |
| Anchor Investment Management, LLC | 0.00% | No change | 270 | $26K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.1% | 267 | $26K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -3.1% | 247 | $24K |
| Montag A & Associates Inc. | 0.00% | No change | 240 | $23K |
| Sentry Investment Management LLC | 0.02% | Reduce -5.1% | 260 | $23K |
| Parallel Advisors, LLC | 0.00% | Reduce -27.9% | 220 | $22K |
| Larson Financial Group LLC | 0.00% | Reduce -10.5% | 205 | $20K |
| Clearstead Advisors, LLC | 0.00% | Add +2.0% | 204 | $20K |
| Cohen & Steers, Inc. | 0.00% | Add +2.6% | 196 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +37.1% | 192 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -72.3% | 192 | $19K |
| Huntington National Bank | 0.00% | Add +42.5% | 191 | $19K |
| Cromwell Holdings LLC | 0.01% | No change | 158 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.1% | 157 | $15K |
| Smithfield Trust Co | 0.00% | No change | 150 | $15K |
| Quent Capital, LLC | 0.00% | No change | 149 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.0% | 171 | $14K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +2820.0% | 146 | $14K |
| Tobam | 0.01% | Reduce -32.4% | 144 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 129 | $13K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +137.0% | 128 | $13K |
| Pflug Koory, LLC | 0.01% | Add +16.0% | 116 | $11K |
| Aspect Partners, LLC | 0.01% | No change | 113 | $11K |
| Arax Advisory Partners | 0.00% | Reduce -35.3% | 97 | $10K |
| GW&K Investment Management, LLC | 0.00% | Reduce -5.4% | 88 | $9K |
| MV Capital Management, Inc. | 0.00% | No change | 89 | $9K |
| Leonteq Securities AG | 0.00% | Add +67.3% | 87 | $9K |
| Adirondack Trust Co. | 0.00% | No change | 87 | $9K |
| Park Square Financial Group, LLC | 0.01% | Reduce -69.9% | 81 | $8K |
| Bayforest Capital Ltd | 0.00% | New | 81 | $8K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 80 | $8K |
| UMB Bank, n.a. | 0.00% | Add +151.6% | 78 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -49.0% | 75 | $7K |
| Spire Wealth Management | 0.00% | Reduce -31.4% | 72 | $7K |
| TD Private Client Wealth LLC | 0.00% | Reduce -19.8% | 69 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -7.1% | 65 | $6K |
| Financial Freedom, LLC | 0.00% | Add +1.6% | 65 | $6K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | Reduce -57.7% | 52 | $5K |
| Atticus Wealth Management, LLC | 0.00% | No change | 50 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 49 | $5K |
| Manchester Capital Management LLC | 0.00% | Add +142.1% | 46 | $5K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -22.2% | 42 | $4K |
| Meeder Asset Management Inc. | 0.00% | New | 40 | $4K |
| Zions Bancorporation, National Association | 0.00% | — | 33 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 33 | $3K |
| Private Trust Co. NA | 0.00% | No change | 32 | $3K |
| Sierra Ocean, LLC | 0.00% | No change | 31 | $3K |
| Valley National Advisers Inc. | 0.00% | Reduce -45.6% | 31 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +15.4% | 30 | $3K |
| City State Bank | 0.00% | No change | 29 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 21 | $2K |
| Grove Bank & Trust | 0.00% | No change | 21 | $2K |
| Founders Capital Management | 0.00% | New | 20 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Add +12.5% | 18 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 16 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -99.2% | 14 | $1K |
| LRI Investments, LLC | 0.00% | No change | 12 | $1K |
| Dunhill Financial, LLC | 0.00% | Reduce -26.7% | 11 | $1K |
| Covestor Ltd | 0.00% | Reduce -66.7% | 8 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 6 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 10 | $979 |
| Continuum Advisory, LLC | 0.00% | Reduce -41.2% | 10 | $978 |
| TFC Financial Management, Inc. | 0.00% | No change | 9 | $881 |
| Ridgewood Investments LLC | 0.00% | No change | 8 | $783 |
| Private Wealth Asset Management, LLC | 0.00% | — | 8 | $783 |
| Rialto Wealth Management, LLC | 0.00% | New | 5 | $490 |
| SouthState Bank Corp | 0.00% | New | 5 | $490 |
| Rise Advisors, LLC | 0.00% | New | 5 | $489 |
| Stonebridge Financial Group, LLC | 0.00% | No change | 5 | $489 |
| Osterweis Capital Management Inc. | 0.00% | New | 5 | $489 |
| Clark Wealth Partners | 0.00% | No change | 4 | $391 |
| Principia Wealth Advisory, LLC | 0.00% | New | 4 | $362 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 3 | $294 |
| Colonial Trust Co / SC | 0.00% | Reduce -95.2% | 2 | $194 |
| Legacy Bridge, LLC | 0.00% | New | 2 | $155 |
| Avion Wealth | 0.00% | New | 6 | $0 |
| Hemington Wealth Management | 0.00% | Reduce -66.7% | 5 | $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.