Federal Realty Invs TrustFRT

13F holders, Q3 2025 (September 30)
508holders +20
70new positions
50sold out
6famous investors
$101.29avg. 13F price*

At the end of Q3 2025, 508 institutions reported holding Federal Realty Invs Trust (FRT) in their 13F filings, up 20 from Q2 2025. 70 opened new positions and 50 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($846.3M) and State Street Corp. ($675.6M). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions70$77.6M
Exits50$61.0M

All 13F filers, Q2 2025 → Q3 2025: 5,129,726 shares bought and 4,685,821 shares sold, net +443,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 508 holders

Vanguard Group Inc. 0.02% Reduce -0.3% 13,236,933 $1.3B
BlackRock, Inc. 0.01% Add +4.1% 8,353,527 $846.3M
State Street Corp. 0.02% Add +1.4% 6,668,743 $675.6M
Resolution Capital Ltd 6.24% Reduce -3.1% 3,163,216 $320.5M
Invesco Ltd. 0.04% Reduce -1.9% 2,660,078 $269.5M
Geode Capital Management, LLC 0.01% Add +0.3% 2,175,027 $220.0M
ProShare Advisors LLC 0.38% Add +5.7% 1,797,002 $182.1M
Massachusetts Financial Services Co. 0.05% Reduce -8.7% 1,572,035 $159.3M
Charles Schwab Investment Management Inc. 0.02% Add +2.5% 1,371,231 $138.9M
Northern Trust Corp. 0.02% Add +7.9% 1,357,425 $137.5M
Rush Island Management, LP 9.11% Reduce -18.3% 1,311,488 $132.9M
JPMorgan Chase & Co. 0.01% Reduce -28.5% 1,287,566 $130.4M
Centersquare Investment Management LLC 1.29% Add +2.2% 1,270,854 $128.8M
Dimensional Fund Advisors LP 0.03% Add +2.1% 1,207,603 $122.3M
PGGM Investments 1.76% Reduce -13.9% 1,071,815 $108.6M
Wells Fargo & Company 0.02% Reduce -0.3% 936,810 $94.9M
T. Rowe Price Associates Inc. 0.01% Add +75.2% 878,690 $89.0M
Morgan Stanley 0.01% Reduce -12.0% 872,683 $88.4M
AQR Capital Management 0.05% Add +330.5% 841,483 $84.4M
Bank of New York Mellon Corp 0.01% Reduce -0.7% 758,031 $76.8M
Legal & General Group Plc 0.02% Reduce -5.4% 718,855 $72.8M
HSBC Holdings PLC 0.04% Add +8.5% 704,852 $71.1M
GRS Advisors, LLC 6.21% Add +31.0% 655,162 $66.4M
Goldman Sachs Group Inc. 0.01% Reduce -4.6% 606,323 $61.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +453.1% 587,687 $59.5M
Vest Financial, LLC 0.77% Add +2.6% 578,948 $58.7M
Rakuten Investment Management, Inc. 0.21% — 504,945 $57.7M
FMR LLC 0.00% Reduce -24.5% 535,541 $54.3M
Qube Research & Technologies Ltd 0.08% Reduce -35.0% 526,279 $53.3M
Nomura Asset Management Co. Ltd. 0.14% Add +5.7% 524,384 $53.1M
Janus Henderson Group PLC 0.02% Reduce -19.5% 419,282 $42.5M
Marshall Wace, LLP 0.05% Add +129.2% 412,744 $41.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -2.3% 392,333 $39.7M
Adage Capital Partners Gp, L.L.C. 0.06% Add +4.6% 388,133 $39.3M
Woodline Partners LP 0.18% Reduce -26.6% 381,816 $38.7M
Victory Capital Management Inc. 0.02% Add +2.2% 375,811 $38.1M
CBRE Investment Management Listed Real Assets LLC 0.54% Reduce -0.4% 369,569 $37.4M
Sei Investments Co. 0.04% Add +8.2% 338,443 $34.3M
Deutsche Bank AG 0.01% Reduce -5.2% 336,001 $34.0M
Schroder Investment Management Group 0.03% New 338,057 $33.8M
UBS Group AG 0.01% Reduce -0.7% 309,890 $31.4M
APG Asset Management US Inc. 0.23% No change 314,532 $31.3M
Bank of America Corp. 0.00% Reduce -38.1% 284,786 $28.9M
Private Management Group Inc. 0.84% Add +168.0% 279,772 $28.3M
Lasalle Investment Management Securities LLC 1.10% Reduce -6.4% 277,443 $28.1M
Curi Capital, LLC 0.51% Reduce -6.0% 273,341 $27.7M
Masterton Capital Management, LP 13.64% Reduce -38.2% 245,646 $24.9M
Ameriprise Financial Inc. 0.01% Add +7.5% 261,286 $22.8M
Westwood Holdings Group Inc. 0.16% Reduce -1.3% 223,668 $22.7M
California Public Employees Retirement System 0.01% Reduce -4.9% 205,988 $20.9M
Nuveen, LLC 0.01% Reduce -3.5% 199,166 $20.2M
MetLife Investment Management, LLC 0.10% Add +787.7% 196,208 $19.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +3.8% 194,469 $19.7M
Royal Bank of Canada 0.00% Add +40.0% 192,467 $19.5M
RWC Asset Management LLP 1.06% Reduce -6.8% 185,015 $18.7M
Bank of Montreal 0.01% Add +11.0% 183,433 $18.6M
Gotham Asset Management 0.08% Add +372.7% 180,604 $18.3M
Russell Investments Group, Ltd. 0.02% Add +18.2% 175,717 $17.8M
Rhumbline Advisers 0.01% Reduce -1.7% 174,078 $17.6M
Barclays PLC 0.01% Reduce -50.3% 167,712 $17.0M
STRS Ohio 0.06% Add +84.1% 163,315 $16.5M
Nordea Investment Management AB 0.01% Add +3.3% 162,752 $16.3M
Swiss National Bank 0.01% Add +2.1% 158,900 $16.1M
Principal Financial Group Inc. 0.01% Add +0.0% 154,586 $15.7M
Pacific Heights Asset Management LLC 0.67% Add +50.0% 150,000 $15.2M
Amundi 0.00% Reduce -6.6% 153,464 $15.2M
Raymond James Financial Inc. 0.00% Add +12.4% 148,982 $15.1M
Jain Global LLC 0.21% New 148,518 $15.0M
Balyasny Asset Management L.P. 0.03% Reduce -68.8% 148,041 $15.0M
State of Tennessee, Department of Treasury 0.05% Add +21.7% 145,412 $14.7M
Public Employees Retirement System of Ohio 0.05% Add +1.8% 140,407 $14.2M
Bank of Nova Scotia 0.02% Add +18.2% 137,817 $14.0M
BNP Paribas Financial Markets 0.01% Add +41.2% 134,587 $13.6M
Van Lanschot Kempen Investment Management N.V. 0.12% Add +11.0% 132,235 $13.4M
Rockefeller Capital Management L.P. 0.03% Add +0.6% 130,990 $13.3M
Susquehanna Portfolio Strategies, LLC 0.21% Add +7.9% 129,843 $13.2M
Freestone Grove Partners LP 0.10% Add +21.9% 129,341 $13.1M
Truist Financial Corp. 0.02% Add +496.2% 129,198 $13.1M
Asset Management One Co., Ltd. 0.04% Reduce -11.8% 127,097 $12.9M
Boothbay Fund Management, LLC 0.33% Add +43.3% 123,958 $12.6M
Citigroup Inc. 0.01% Reduce -20.6% 120,335 $12.2M
Neuberger Berman Group LLC 0.01% Reduce -29.6% 119,064 $11.9M
Alliancebernstein L.P. 0.00% Reduce -4.9% 114,337 $11.6M
Meiji Yasuda Asset Management Co Ltd. 0.55% Add +20.5% 114,249 $11.6M
Mizuho Markets Americas LLC 0.24% Add +10.6% 113,046 $11.5M
Janney Montgomery Scott LLC 0.03% Reduce -11.3% 107,316 $10.9M
Hudson Bay Capital Management LP 0.07% No change 93,076 $9.4M
LPL Financial LLC 0.00% Add +9.8% 82,632 $8.4M
Citadel Advisors 0.01% Reduce -17.1% 80,883 $8.2M
California State Teachers Retirement System 0.01% Reduce -0.7% 77,922 $7.9M
Quantinno Capital Management LP 0.02% Add +18.9% 76,835 $7.8M
Envestnet Asset Management Inc. 0.00% Add +1.5% 76,808 $7.8M
Yousif Capital Management, LLC 0.08% Reduce -7.0% 76,791 $7.8M
State of New Jersey Common Pension Fund D 0.03% Add +4.1% 76,016 $7.7M
Horizon Investments, LLC 0.10% Add +6212.0% 76,186 $7.6M
Allianz Asset Management GmbH 0.01% Reduce -30.8% 75,232 $7.6M
Mattern Capital Management, LLC 0.89% Add +0.5% 74,486 $7.5M
Stifel Financial Corp. 0.01% Reduce -1.7% 72,429 $7.3M
New York State Common Retirement Fund 0.01% Add +16.9% 70,388 $7.1M
State Board of Administration of Florida Retirement System 0.01% Reduce -2.0% 70,349 $7.1M

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

Show all 508 holders