FEDERAL RLTY INVT TR NEW (FRT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
578
Reporting holders
$10.5B
Reported value
97.9%
Of shares outstanding
0.3%
Held as options
+56
Holder change
Institutions report 84,585,986 shares against 86,389,197 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted; share count carried from an earlier filing (concept 2026-04-28).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.3B | 10,151,866 | 0.02% | 8q | +17.5%+$186.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $885.7M | 7,174,812 | 0.04% | 2q | -1.5%-$13.4M |
| STATE STREET CORP | $783.9M | 6,350,252 | 0.02% | 18q | HELD |
| NORGES BANK | $690.6M | 5,594,536 | 0.07% | 16q | -23.2%-$208.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $667.4M | 5,406,602 | 0.01% | 2q | HELD |
| Resolution Capital Ltd | $391.0M | 3,167,773 | 7.19% | 18q | -13.1%-$58.9M |
| Invesco Ltd. | $313.3M | 2,537,702 | 0.02% | 18q | -5.6%-$18.6M |
| AQR CAPITAL MANAGEMENT LLC | $312.2M | 2,529,007 | 0.11% | 18q | +19.0%+$49.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $287.5M | 2,332,621 | 0.02% | 18q | +1.8%+$5.0M |
| NORTHERN TRUST CORP | $204.7M | 1,658,404 | 0.02% | 18q | +1.5%+$2.9M |
| JPMORGAN CHASE & CO | $191.2M | 1,520,856 | 0.01% | 18q | +45.1%+$59.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $189.5M | 1,535,361 | 0.03% | 18q | +3.0%+$5.5M |
| Sixth Street Partners Management Company, L.P. | $189.5M | 1,535,361 | 0.03% | new | NEW |
| ProShare Advisors LLC | $180.7M | 1,463,951 | 0.26% | 18q | -10.1%-$20.3M |
| DIMENSIONAL FUND ADVISORS LP | $158.7M | 1,285,647 | 0.03% | 18q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $121.2M | 922,123 | 0.04% | 12q | -8.4%-$11.1M |
| MORGAN STANLEY | $109.4M | 886,098 | 0.01% | 18q | -17.1%-$22.5M |
| WELLS FARGO & COMPANY/MN | $105.5M | 854,603 | 0.02% | 18q | -50.6%-$107.9M |
| AMERIPRISE FINANCIAL INC | $104.9M | 874,763 | 0.02% | 18q | +37.3%+$28.5M |
| GOLDMAN SACHS GROUP INC | $93.1M | 753,975 | 0.01% | 18q | +11.1%+$9.3M |
| FMR LLC | $88.3M | 715,033 | 0.00% | 18q | -44.3%-$70.2M |
| Bank of New York Mellon Corp | $84.3M | 683,187 | 0.01% | 18q | +3.4%+$2.8M |
| Nuveen, LLC | $82.3M | 666,635 | 0.02% | 6q | -34.2%-$42.8M |
| Legal & General Group Plc | $79.4M | 643,199 | 0.02% | 18q | -8.9%-$7.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $69.7M | 564,681 | 0.03% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $69.0M | 558,833 | 0.01% | 18q | +12615.2%+$68.4M |
| BANK OF AMERICA CORP /DE/ | $68.2M | 552,107 | 0.00% | 18q | +8.4%+$5.3M |
| Quantinno Capital Management LP | $68.1M | 551,755 | 0.08% | 12q | +58.5%+$25.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $59.8M | 484,702 | 0.01% | new | NEW |
| NOMURA ASSET MANAGEMENT CO LTD | $57.3M | 464,010 | 0.12% | 18q | -6.3%-$3.9M |
| VANGUARD FIDUCIARY TRUST CO | $55.3M | 448,206 | 0.01% | 2q | HELD |
| Vest Financial, LLC | $53.9M | 436,952 | 0.57% | 18q | -13.5%-$8.5M |
| TWO SIGMA INVESTMENTS, LP | $46.9M | 379,633 | 0.03% | 11q | +63.0%+$18.1M |
| VICTORY CAPITAL MANAGEMENT INC | $46.5M | 376,670 | 0.03% | 18q | +2.6%+$1.2M |
| DEUTSCHE BANK AG\ | $44.4M | 359,357 | 0.01% | 18q | -11.0%-$5.5M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $43.4M | 351,830 | 0.60% | 17q | +101.2%+$21.8M |
| FIRST TRUST ADVISORS LP | $43.2M | 350,065 | 0.03% | 18q | -8.4%-$3.9M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $43.1M | 349,419 | 0.06% | 14q | -23.2%-$13.0M |
| SEI INVESTMENTS CO | $42.2M | 342,268 | 0.04% | 18q | -14.6%-$7.2M |
| CITADEL ADVISORS LLC | $40.5M | 310,169 | 0.00% | 18q | +1324.2%+$37.7M |
| CITIGROUP INC | $38.8M | 314,211 | 0.01% | 18q | +4.6%+$1.7M |
| UBS Group AG | $37.3M | 302,367 | 0.00% | 18q | -26.0%-$13.1M |
| Gotham Asset Management, LLC | $36.8M | 298,343 | 0.09% | 8q | +31.7%+$8.9M |
| BANK OF MONTREAL /CAN/ | $35.5M | 287,966 | 0.01% | 18q | +3.7%+$1.3M |
| HSBC HOLDINGS PLC | $34.9M | 281,858 | 0.01% | 18q | +3.4%+$1.1M |
| Curi Capital, LLC | $34.0M | 275,653 | 0.52% | 15q | -1.9%-$664.2K |
| Woodline Partners LP | $33.9M | 274,728 | 0.10% | 5q | -30.2%-$14.7M |
| PRIVATE MANAGEMENT GROUP INC | $33.9M | 274,696 | 0.89% | 5q | -0.8%-$285.5K |
| ROYAL BANK OF CANADA | $33.8M | 274,067 | 0.01% | 18q | +20.8%+$5.8M |
| APG Asset Management US Inc. | $32.5M | 269,876 | 0.23% | 7q | -1.3%-$413.6K |
| RAYMOND JAMES FINANCIAL INC | $31.1M | 251,873 | 0.01% | 7q | +72.1%+$13.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $30.9M | 246,385 | 0.02% | 4q | -9.3%-$3.2M |
| MACKENZIE FINANCIAL CORP | $29.6M | 239,436 | 0.03% | 18q | +7415.3%+$29.2M |
| Russell Investments Group, Ltd. | $29.1M | 235,395 | 0.03% | 17q | +117.4%+$15.7M |
| D. E. Shaw & Co., Inc. | $27.9M | 225,888 | 0.01% | new | NEW |
| Adelante Capital Management LLC | $27.5M | 222,622 | 1.81% | new | NEW |
| Rockefeller Capital Management L.P. | $25.8M | 209,045 | 0.04% | 7q | +4.7%+$1.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $25.5M | 206,649 | 0.01% | 18q | +2.4%+$607.1K |
| Pacific Heights Asset Management LLC | $24.7M | 200,000 | 0.78% | 18q | HELD |
| WESTWOOD HOLDINGS GROUP INC | $24.2M | 195,907 | 0.18% | 15q | -10.9%-$3.0M |
| BNP PARIBAS FINANCIAL MARKETS | $24.0M | 194,525 | 0.01% | 7q | +10.5%+$2.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $23.8M | 193,111 | 0.02% | 18q | +58.5%+$8.8M |
| California Public Employees Retirement System | $22.4M | 181,761 | 0.01% | 18q | +0.6%+$128.6K |
| RWC Asset Management LLP | $21.6M | 175,377 | 0.82% | 18q | +1.9%+$406.1K |
| State of Tennessee, Department of Treasury | $21.1M | 171,271 | 0.06% | 18q | +6.1%+$1.2M |
| BARCLAYS PLC | $21.1M | 170,933 | 0.00% | 18q | +5.5%+$1.1M |
| Verition Fund Management LLC | $20.1M | 162,930 | 0.05% | 12q | +142.4%+$11.8M |
| Vanguard Global Advisers, LLC | $20.0M | 162,154 | 0.01% | 2q | -2.1%-$419.8K |
| UniSuper Management Pty Ltd | $19.9M | 161,601 | 0.10% | 13q | +406.6%+$16.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19.8M | 30,502 | 0.00% | 18q | +41.6%+$5.8M |
| MARSHALL WACE, LLP | $19.7M | 159,961 | 0.02% | 11q | -59.5%-$29.0M |
| RHUMBLINE ADVISERS | $19.6M | 158,523 | 0.01% | 18q | -5.7%-$1.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $19.4M | 156,978 | 0.01% | 7q | +129.0%+$10.9M |
| Swiss National Bank | $19.2M | 155,800 | 0.01% | 18q | -3.9%-$777.7K |
| CIBC Asset Management Inc | $19.1M | 154,341 | 0.04% | 18q | +11.1%+$1.9M |
| Amundi | $18.8M | 151,896 | 0.00% | 18q | -10.1%-$2.1M |
| Jain Global LLC | $18.7M | 151,787 | 0.07% | 4q | +0.6%+$112.1K |
| MetLife Investment Management, LLC | $18.3M | 148,600 | 0.08% | 18q | -23.9%-$5.8M |
| PRINCIPAL FINANCIAL GROUP INC | $18.3M | 148,354 | 0.01% | 18q | +19.4%+$3.0M |
| MIZUHO MARKETS AMERICAS LLC | $18.2M | 147,617 | 0.29% | 12q | +12.2%+$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $17.0M | 137,397 | 0.00% | 18q | +45.9%+$5.3M |
| Sumitomo Mitsui Trust Group, Inc. | $16.1M | 130,628 | 0.01% | 17q | -70.2%-$38.0M |
| NORDEA INVESTMENT MANAGEMENT AB | $16.0M | 129,096 | 0.01% | 8q | -4.5%-$763.6K |
| TRUIST FINANCIAL CORP | $15.8M | 127,901 | 0.02% | 18q | +2.9%+$442.3K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $15.5M | 125,358 | 0.05% | 19q | HELD |
| Asset Management One Co., Ltd. | $15.3M | 123,871 | 0.04% | 18q | +1.9%+$285.0K |
| JANE STREET GROUP, LLC | $15.0M | 74,270 | 0.00% | 13q | HELD |
| Qube Research & Technologies Ltd | $14.8M | 119,750 | 0.01% | 8q | -21.4%-$4.0M |
| IEQ CAPITAL, LLC | $14.2M | 114,715 | 0.07% | 8q | -7.4%-$1.1M |
| RENAISSANCE TECHNOLOGIES LLC | $14.0M | 113,600 | 0.02% | 2q | +694.4%+$12.3M |
| Creative Planning | $13.7M | 111,368 | 0.01% | 18q | +16.9%+$2.0M |
| Mariner, LLC | $13.4M | 108,798 | 0.01% | 16q | +13.5%+$1.6M |
| Cerity Partners LLC | $13.4M | 108,188 | 0.02% | 10q | +7.4%+$925.9K |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $13.1M | 106,401 | 0.11% | 18q | -69.2%-$29.6M |
| Meiji Yasuda Asset Management Co Ltd. | $12.7M | 102,685 | 0.57% | 18q | -1.4%-$182.4K |
| Fisher Asset Management, LLC | $12.5M | 101,290 | 0.00% | 15q | +47.5%+$4.0M |
| ALLIANCEBERNSTEIN L.P. | $12.3M | 115,561 | 0.00% | 18q | HELD |
| AMERICAN CENTURY COMPANIES INC | $12.3M | 99,405 | 0.01% | 18q | +172.3%+$7.8M |
| Robeco Institutional Asset Management B.V. | $11.9M | 96,338 | 0.01% | 18q | +40.9%+$3.5M |
| BANK OF NOVA SCOTIA | $11.8M | 93,953 | 0.02% | 18q | -26.9%-$4.4M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Norges Bank | 6.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 578 | $10.5B | 84,585,986 | 104 | 228 | 147 | 0.3% |
| Q1 2026 | 522 | $8.3B | 77,476,527 | 74 | 206 | 131 | 0.4% |
| Q4 2025 | 484 | $8.3B | 81,676,944 | 60 | 184 | 136 | 0.4% |
| Q3 2025 | 467 | $7.6B | 74,812,634 | 65 | 171 | 144 | 0.4% |
| Q2 2025 | 443 | $7.6B | 80,148,745 | 64 | 187 | 121 | 0.3% |
| Q1 2025 | 429 | $7.9B | 80,552,235 | 46 | 159 | 143 | 0.4% |
| Q4 2024 | 443 | $9.4B | 83,893,436 | 39 | 174 | 123 | 0.2% |
| Q3 2024 | 452 | $9.8B | 84,959,856 | 76 | 161 | 114 | 0.3% |
| Q2 2024 | 400 | $8.4B | 82,673,362 | 40 | 140 | 114 | 0.3% |
| Q1 2024 | 393 | $8.6B | 83,638,539 | 36 | 138 | 126 | 0.3% |
| Q4 2023 | 391 | $8.4B | 80,984,895 | 52 | 124 | 129 | 0.2% |
| Q3 2023 | 359 | $7.0B | 76,646,542 | 42 | 117 | 110 | 0.2% |
| Q2 2023 | 356 | $7.5B | 77,017,567 | 33 | 145 | 96 | 0.3% |
| Q1 2023 | 362 | $7.4B | 74,768,218 | 37 | 134 | 98 | 0.2% |
| Q4 2022 | 336 | $7.0B | 68,746,766 | 51 | 127 | 95 | 0.6% |
| Q3 2022 | 390 | $7.0B | 77,421,254 | 41 | 156 | 121 | 0.3% |
| Q2 2022 | 399 | $7.2B | 75,062,149 | 72 | 135 | 118 | 0.2% |
| Q1 2022 | 396 | $9.0B | 73,380,591 | 356 | 13 | 12 | 0.1% |
| Q4 2021 | 340 | $7.6B | 55,467,306 | 67 | 103 | 100 | 0.3% |
| Q3 2021 | 413 | $8.8B | 74,545,889 | 42 | 150 | 115 | 0.3% |
| Q2 2021 | 401 | $8.8B | 75,158,417 | 54 | 139 | 120 | 0.4% |
| Q1 2021 | 391 | $7.5B | 73,727,703 | 59 | 136 | 118 | 0.5% |
| Q4 2020 | 380 | $6.2B | 71,665,073 | 66 | 109 | 131 | 0.8% |
| Q3 2020 | 359 | $5.4B | 72,622,014 | 28 | 126 | 136 | 0.4% |
| Q2 2020 | 383 | $6.1B | 71,442,735 | 57 | 128 | 129 | 0.2% |
| Q1 2020 | 386 | $5.3B | 71,164,736 | 44 | 134 | 143 | 0.2% |
| Q4 2019 | 426 | $9.3B | 72,115,772 | 28 | 156 | 134 | 0.1% |
| Q3 2019 | 432 | $9.6B | 70,786,734 | 49 | 123 | 157 | 0.1% |
| Q2 2019 | 427 | $9.2B | 71,195,442 | 53 | 159 | 121 | 0.1% |
| Q1 2019 | 411 | $9.9B | 71,685,961 | 41 | 133 | 147 | 0.2% |
| Q4 2018 | 413 | $8.6B | 72,457,335 | 8 | 11 | 8 | 0.2% |