Who owns Federal Realty Investment Trust (FRT)
Which tracked institutional funds hold FRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FRT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FRT is one-sided between 2026-Q1 and 2026-Q2: 227 added or opened and 76 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FRT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes FRT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FRT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 576 tracked filers holding FRT, 340 increased or opened the position and 244 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FRT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 37
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$70M
- WELLINGTON MANAGEMENT GROUP LLP$60M
- D. E. Shaw & Co., Inc.$28M
- Adelante Capital Management LLC$27M
- FRONTIER CAPITAL MANAGEMENT CO LLC$11M
- CHILTON CAPITAL MANAGEMENT LLC$10M
Full exits 37
- PGGM Investments$86M
- RUSH ISLAND MANAGEMENT, LP$68M
- MILLENNIUM MANAGEMENT LLC$63M
- JANUS HENDERSON GROUP PLC$31M
- Amundi$18M
- Janney Montgomery Scott LLC$13M
Largest adds
- BlackRock, Inc.$590M
- PRICE T ROWE ASSOCIATES INC /MD/$135M
- VANGUARD PORTFOLIO MANAGEMENT LLC$112M
- STATE STREET CORP$106M
- VANGUARD CAPITAL MANAGEMENT LLC$96M
- AQR CAPITAL MANAGEMENT LLC$91M
Largest trims
- GRS Advisors, LLC$71M
- FMR LLC$46M
- LASALLE INVESTMENT MANAGEMENT SECURITIES LLC$36M
- Sumitomo Mitsui Trust Group, Inc.$30M
- Nuveen, LLC$25M
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$24M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 10,151,866 | $1.3B | 12.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 7,174,812 | $886M | 9.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 6,350,252 | $784M | 8.1% | 2026-Q2 |
| NORGES BANK trimmed | 5,594,536 | $691M | 7.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,406,602 | $667M | 6.9% | 2026-Q2 |
| Resolution Capital Ltd trimmed | 3,167,773 | $391M | 4.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 2,537,702 | $313M | 3.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,529,007 | $312M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,332,621 | $287M | 3.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,792,044 | $221M | 2.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,658,404 | $205M | 2.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,535,361 | $190M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,520,856 | $191M | 2.0% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 1,463,951 | $181M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,285,647 | $159M | 1.6% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 922,123 | $121M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 886,098 | $109M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 874,763 | $105M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 854,603 | $105M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 753,975 | $93M | 1.0% | 2026-Q2 |
| FMR LLC trimmed | 715,033 | $88M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 683,187 | $84M | 0.9% | 2026-Q2 |
| Nuveen, LLC trimmed | 666,635 | $82M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 643,199 | $79M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 564,681 | $70M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 558,833 | $69M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 552,107 | $68M | 0.7% | 2026-Q2 |
| Quantinno Capital Management LP added | 551,755 | $68M | 0.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 484,702 | $60M | 0.6% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 464,010 | $57M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 448,206 | $55M | 0.6% | 2026-Q2 |
| Vest Financial, LLC trimmed | 436,952 | $54M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 379,633 | $47M | 0.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 376,670 | $46M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 359,357 | $44M | 0.5% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 351,830 | $43M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 350,065 | $43M | 0.4% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 349,419 | $43M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 342,268 | $42M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 314,211 | $39M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 310,169 | $38M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 302,367 | $37M | 0.4% | 2026-Q2 |
| Gotham Asset Management, LLC added | 298,343 | $37M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 287,966 | $36M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 281,858 | $35M | 0.4% | 2026-Q2 |
| Curi Capital, LLC trimmed | 275,653 | $34M | 0.3% | 2026-Q2 |
| Woodline Partners LP trimmed | 274,728 | $34M | 0.3% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 274,696 | $34M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 274,067 | $34M | 0.3% | 2026-Q2 |
| APG Asset Management US Inc. trimmed | 269,876 | $32M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 251,873 | $31M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 246,385 | $31M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 239,436 | $30M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 235,395 | $29M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 225,888 | $28M | 0.3% | 2026-Q2 |
| Adelante Capital Management LLC new | 222,622 | $27M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 209,045 | $26M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 206,649 | $26M | 0.3% | 2026-Q2 |
| Pacific Heights Asset Management LLC | 200,000 | $25M | 0.3% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 195,907 | $24M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 194,525 | $24M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 193,111 | $24M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 181,761 | $22M | 0.2% | 2026-Q2 |
| RWC Asset Management LLP added | 175,377 | $22M | 0.2% | 2026-Q2 |
| State of Tennessee, Department of Treasury added | 171,271 | $21M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 170,933 | $21M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 162,154 | $20M | 0.2% | 2026-Q2 |
| UniSuper Management Pty Ltd added | 161,601 | $20M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 159,961 | $20M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 158,523 | $20M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 155,800 | $19M | 0.2% | 2026-Q2 |
| CIBC Asset Management Inc added | 154,341 | $19M | 0.2% | 2026-Q2 |
| Jain Global LLC added | 151,787 | $19M | 0.2% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 148,600 | $18M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 148,354 | $18M | 0.2% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC added | 147,617 | $18M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 137,397 | $17M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 130,628 | $16M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 129,096 | $16M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 127,901 | $16M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 125,358 | $15M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 123,871 | $15M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 119,750 | $15M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 115,561 | $12M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 114,715 | $14M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 113,600 | $14M | 0.1% | 2026-Q2 |
| Creative Planning added | 111,368 | $14M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 108,798 | $13M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 108,188 | $13M | 0.1% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 106,401 | $13M | 0.1% | 2026-Q2 |
| Meiji Yasuda Asset Management Co Ltd. trimmed | 102,685 | $13M | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC added | 101,290 | $13M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 99,405 | $12M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 96,338 | $12M | 0.1% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 93,953 | $12M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 91,690 | $11M | 0.1% | 2026-Q2 |
| Blue Sparrow, LLC /DE | 90,950 | $11M | 0.1% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC new | 90,572 | $11M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 90,479 | $11M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 88,567 | $11M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.