FRT Institutional Ownership
Federal Realty Investment Trust
1W: +4.3%
1M: -0.1%
3M: -13.4%
YTD: +10.3%
1Y: +8.4%
3Y: +35.8%
5Y: +4.6%
$109.67
+0.44 (+0.40%)
After Hours: $109.99 (+0.32, +0.29%)
Weekly Expected Move ±2.4%
$104
$106
$109
$111
$114
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $82.5M held by 142 funds, 53 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — FRT
668
Institutional Holders
+72 vs prior quarter
0.0%
Ownership
+0.00pp
$10B
Total Invested
118
New Positions
245
Increased
212
Reduced
47
Closed
1.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (704 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10,151,866 | $1.1B | +1,509,818 | +17.5% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,174,812 | $784M | -108,591 | -1.5% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 6,350,252 | $694M | -28,488 | -0.4% | 18Q | SEC ↗ |
| 4 | NORGES BANK NEW | 5,594,536 | $611M | — | +0.0% | 1Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5,406,602 | $591M | +25,818 | +0.5% | 2Q | SEC ↗ |
| 6 | Resolution Capital Ltd | 3,167,773 | $346M | -476,802 | -13.1% | 18Q | SEC ↗ |
| 7 | Invesco Ltd. | 2,537,702 | $277M | -150,607 | -5.6% | 18Q | SEC ↗ |
| 8 | AQR CAPITAL MANAGEMENT LLC | 2,529,007 | $276M | +403,492 | +19.0% | 18Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2,332,621 | $255M | +40,186 | +1.8% | 18Q | SEC ↗ |
| 10 | PRICE T ROWE ASSOCIATES INC /MD | 1,792,044 | $196M | +980,001 | +120.7% | 16Q | SEC ↗ |
| 11 | NORTHERN TRUST CORP | 1,658,404 | $181M | +23,875 | +1.5% | 18Q | SEC ↗ |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,535,361 | $168M | +44,175 | +3.0% | 15Q | SEC ↗ |
| 13 | Sixth Street Partners Management Compa NEW | 1,535,361 | $168M | — | +0.0% | 1Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 1,520,856 | $166M | +472,626 | +45.1% | 18Q | SEC ↗ |
| 15 | ProShare Advisors LLC | 1,463,951 | $160M | -164,767 | -10.1% | 18Q | SEC ↗ |
| 16 | DIMENSIONAL FUND ADVISORS LP | 1,285,647 | $140M | +1,646 | +0.1% | 18Q | SEC ↗ |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 922,123 | $101M | -84,297 | -8.4% | 12Q | SEC ↗ |
| 18 | MORGAN STANLEY | 886,098 | $97M | -182,368 | -17.1% | 18Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 874,763 | $96M | +556,308 | +174.7% | 16Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 854,603 | $93M | -9,892 | -1.1% | 18Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 753,975 | $82M | +75,234 | +11.1% | 15Q | SEC ↗ |
| 22 | FMR LLC | 715,033 | $78M | -568,305 | -44.3% | 18Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 683,187 | $75M | +22,720 | +3.4% | 18Q | SEC ↗ |
| 24 | Nuveen, LLC | 666,635 | $73M | -346,956 | -34.2% | 6Q | SEC ↗ |
| 25 | Legal & General Group Plc | 643,199 | $70M | -62,515 | -8.9% | 18Q | SEC ↗ |
| 26 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 564,681 | $62M | — | +0.0% | 1Q | SEC ↗ |
| 27 | UBS AM, a distinct business unit of UB | 558,833 | $61M | +554,438 | +12615.2% | 18Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 552,107 | $60M | +42,609 | +8.4% | 15Q | SEC ↗ |
| 29 | Quantinno Capital Management LP | 551,755 | $60M | +203,620 | +58.5% | 12Q | SEC ↗ |
| 30 | WELLINGTON MANAGEMENT GROUP LLP NEW | 484,702 | $53M | — | +0.0% | 1Q | SEC ↗ |
| 31 | NOMURA ASSET MANAGEMENT CO LTD | 464,010 | $51M | -31,310 | -6.3% | 18Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 448,206 | $49M | -163 | -0.0% | 2Q | SEC ↗ |
| 33 | Vest Financial, LLC | 436,952 | $48M | -68,457 | -13.5% | 18Q | SEC ↗ |
| 34 | JANUS HENDERSON GROUP PLC | 413,167 | $45M | +10,095 | +2.5% | 17Q | SEC ↗ |
| 35 | TWO SIGMA INVESTMENTS, LP | 379,633 | $41M | +146,685 | +63.0% | 11Q | SEC ↗ |
| 36 | VICTORY CAPITAL MANAGEMENT INC | 376,670 | $41M | +9,430 | +2.6% | 18Q | SEC ↗ |
| 37 | DEUTSCHE BANK AG | 359,357 | $39M | -44,545 | -11.0% | 18Q | SEC ↗ |
| 38 | CBRE INVESTMENT MANAGEMENT LISTED REAL | 351,830 | $38M | +176,948 | +101.2% | 17Q | SEC ↗ |
| 39 | FIRST TRUST ADVISORS LP | 350,065 | $38M | -31,993 | -8.4% | 18Q | SEC ↗ |
| 40 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 349,419 | $38M | -105,581 | -23.2% | 14Q | SEC ↗ |
| 41 | SEI INVESTMENTS CO | 342,268 | $37M | -58,394 | -14.6% | 15Q | SEC ↗ |
| 42 | CITIGROUP INC | 314,211 | $34M | +13,947 | +4.6% | 18Q | SEC ↗ |
| 43 | CITADEL ADVISORS LLC | 310,169 | $34M | +288,390 | +1324.2% | 18Q | SEC ↗ |
| 44 | UBS Group AG | 302,367 | $33M | -106,449 | -26.0% | 18Q | SEC ↗ |
| 45 | Gotham Asset Management, LLC | 298,343 | $33M | +71,847 | +31.7% | 8Q | SEC ↗ |
| 46 | BANK OF MONTREAL /CAN | 287,966 | $31M | +10,256 | +3.7% | 18Q | SEC ↗ |
| 47 | HSBC HOLDINGS PLC | 281,858 | $31M | +9,175 | +3.4% | 18Q | SEC ↗ |
| 48 | Curi Capital, LLC | 275,653 | $30M | -5,381 | -1.9% | 15Q | SEC ↗ |
| 49 | Woodline Partners LP | 274,728 | $30M | -118,913 | -30.2% | 5Q | SEC ↗ |
| 50 | PRIVATE MANAGEMENT GROUP INC | 274,696 | $30M | -2,313 | -0.8% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 5,594,536 | $611M |
| Sixth Street Partners Management Co | 1,535,361 | $168M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 564,681 | $62M |
| WELLINGTON MANAGEMENT GROUP LLP | 484,702 | $53M |
| D. E. Shaw & Co., Inc. | 225,888 | $25M |
| Adelante Capital Management LLC | 222,622 | $24M |
| SG Americas Securities, LLC | 138,244 | $15M |
| ACADIAN ASSET MANAGEMENT LLC | 95,034 | $10M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 90,572 | $10M |
| CHILTON CAPITAL MANAGEMENT LLC | 79,790 | $9M |
| JANE STREET GROUP, LLC | 74,270 | $8M |
| BI Asset Management Fondsmaeglersel | 58,504 | $6M |
| Jupiter Topco LLC | 44,071 | $5M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 36,255 | $4M |
| Point72 Asset Management, L.P. | 32,911 | $4M |
| Carrera Capital Advisors | 29,412 | $3M |
| STANCE CAPITAL LLC | 27,732 | $3M |
| Engineers Gate Manager LP | 27,136 | $3M |
| Quadrature Capital Ltd | 26,276 | $3M |
| HENNESSY ADVISORS INC | 23,419 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RUSH ISLAND MANAGEMENT, LP | 638,538 | $70M |
| MILLENNIUM MANAGEMENT LLC | 597,689 | $65M |
| Alyeska Investment Group, L.P. | 460,464 | $50M |
| Apollo Management Holdings, L.P. | 73,940 | $8M |
| NAN FUNG TRINITY (HK) LTD | 64,000 | $7M |
| Connor, Clark & Lunn Investment Man | 63,447 | $7M |
| Greenland Capital Management LP | 62,277 | $7M |
| ALGERT GLOBAL LLC | 58,854 | $6M |
| Sophron Capital Management L.P. | 35,021 | $4M |
| Holocene Advisors, LP | 21,472 | $2M |
| LMR Partners LLP | 18,791 | $2M |
| STABLEFORD CAPITAL II LLC | 17,786 | $2M |
| Northstar Advisory Group, LLC | 14,810 | $2M |
| HRT FINANCIAL LP | 11,662 | $1M |
| Fieldview Capital Management, LLC | 11,366 | $1M |
| Portfolio Design Labs, LLC | 9,562 | $1M |
| Ascent Group, LLC | 8,022 | $876K |
| Catalyst Funds Management Pty Ltd | 8,000 | $874K |
| Prospera Financial Services Inc | 7,750 | $847K |
| Farringdon Capital, Ltd. | 7,510 | $820K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +1,509,818 | +17.5% | 10,151,866 |
| PRICE T ROWE ASSOCIATES INC /MD | +980,001 | +120.7% | 1,792,044 |
| AMERIPRISE FINANCIAL INC | +556,308 | +174.7% | 874,763 |
| UBS AM, a distinct business unit of | +554,438 | +12615.2% | 558,833 |
| JPMORGAN CHASE & CO | +472,626 | +45.1% | 1,520,856 |
| AQR CAPITAL MANAGEMENT LLC | +403,492 | +19.0% | 2,529,007 |
| CITADEL ADVISORS LLC | +288,390 | +1324.2% | 310,169 |
| MACKENZIE FINANCIAL CORP | +236,250 | +7415.3% | 239,436 |
| Quantinno Capital Management LP | +203,620 | +58.5% | 551,755 |
| CBRE INVESTMENT MANAGEMENT LISTED R | +176,948 | +101.2% | 351,830 |
| TWO SIGMA INVESTMENTS, LP | +146,685 | +63.0% | 379,633 |
| UniSuper Management Pty Ltd | +129,700 | +406.6% | 161,601 |
| Russell Investments Group, Ltd. | +127,136 | +117.4% | 235,395 |
| RAYMOND JAMES FINANCIAL INC | +105,531 | +72.1% | 251,873 |
| RENAISSANCE TECHNOLOGIES LLC | +99,300 | +694.4% | 113,600 |
| GOLDMAN SACHS GROUP INC | +75,234 | +11.1% | 753,975 |
| Gotham Asset Management, LLC | +71,847 | +31.7% | 298,343 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +71,291 | +58.5% | 193,111 |
| AMERICAN CENTURY COMPANIES INC | +62,904 | +172.3% | 99,405 |
| PANAGORA ASSET MANAGEMENT INC | +59,531 | +3089.3% | 61,458 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PGGM Investments | -736,229 | -90.6% | 76,064 |
| GRS Advisors, LLC | -671,295 | -97.7% | 15,479 |
| FMR LLC | -568,305 | -44.3% | 715,033 |
| Resolution Capital Ltd | -476,802 | -13.1% | 3,167,773 |
| Nuveen, LLC | -346,956 | -34.2% | 666,635 |
| LASALLE INVESTMENT MANAGEMENT SECUR | -337,730 | -95.6% | 15,464 |
| Sumitomo Mitsui Trust Group, Inc. | -307,925 | -70.2% | 130,628 |
| CENTERSQUARE INVESTMENT MANAGEMENT | -239,565 | -69.2% | 106,401 |
| MARSHALL WACE, LLP | -234,640 | -59.5% | 159,961 |
| MORGAN STANLEY | -182,368 | -17.1% | 886,098 |
| ProShare Advisors LLC | -164,767 | -10.1% | 1,463,951 |
| Invesco Ltd. | -150,607 | -5.6% | 2,537,702 |
| Schonfeld Strategic Advisors LLC | -147,495 | -97.9% | 3,089 |
| BOOTHBAY FUND MANAGEMENT, LLC | -140,204 | -93.9% | 9,129 |
| Woodline Partners LP | -118,913 | -30.2% | 274,728 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -108,591 | -1.5% | 7,174,812 |
| UBS Group AG | -106,449 | -26.0% | 302,367 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -105,581 | -23.2% | 349,419 |
| Masterton Capital Management, LP | -98,300 | -56.6% | 75,246 |
| Lighthouse Investment Partners, LLC | -96,484 | -72.7% | 36,309 |