FEDERAL REALTY INVESTMENT TRUST (FRT) — Institutional Holders, Q2 2026 (page 4)
621 institutional investment managers reported a FRT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FRT 13F holders ranked 301–400 of 621
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | MIRAE ASSET GLOBAL ETFS Ltd.#301 · 7,038 sh | 7,038 | $868.8K | <0.01% | +1.8% |
| 302 | AR ASSET MANAGEMENT#302 · 7,000 sh | 7,000 | $864.0K | 0.16% | 0.0% |
| 303 | Sanctuary Advisors#303 · 6,994 sh | 6,994 | $863.3K | <0.01% | +45.6% |
| 304 | Independent Advisor Alliance#304 · 6,958 sh | 6,958 | $858.9K | 0.02% | -1.4% |
| 305 | MSH Capital Advisors#305 · 6,901 sh | 6,901 | $851.9K | 0.15% | +4.0% |
| 306 | Joel Isaacson#306 · 6,896 sh | 6,896 | $851.2K | 0.02% | -8.0% |
| 307 | GATEWAY INVESTMENT ADVISERS#307 · 6,754 sh | 6,754 | $833.7K | — | +69.8% |
| 308 | BENJAMIN EDWARDS#308 · 6,711 sh | 6,711 | $828.5K | <0.01% | -14.1% |
| 309 | JEPPSON WEALTH MANAGEMENT#309 · 6,708 sh | 6,708 | $828.0K | — | 0.0% |
| 310 | Fairtree Asset Management (Pty) Ltd#310 · 6,708 sh | 6,708 | $828.0K | 0.32% | 0.0% |
| 311 | NewEdge Advisors#311 · 6,690 sh | 6,690 | $825.8K | <0.01% | New |
| 312 | SlateStone Wealth#312 · 6,555 sh | 6,555 | $809.0K | 0.06% | +2.3% |
| 313 | EVOLVE PRIVATE WEALTH#313 · 6,518 sh | 6,518 | $804.6K | 0.05% | -7.7% |
| 314 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#314 · 6,411 sh | 6,411 | $791.0K | <0.01% | 0.0% |
| 315 | Revisor Wealth Management#315 · 6,196 sh | 6,196 | $764.8K | — | +2.4% |
| 316 | Pacer Advisors#316 · 6,179 sh | 6,179 | $763.0K | <0.01% | -48.6% |
| 317 | MML INVESTORS SERVICES#317 · 6,169 sh | 6,169 | $761.5K | <0.01% | +31.8% |
| 318 | Global Retirement Partners#318 · 6,122 sh | 6,122 | $755.6K | 0.01% | — |
| 319 | HB Wealth Management#319 · 6,039 sh | 6,039 | $745.5K | — | +8.7% |
| 320 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#320 · 5,998 sh | 5,998 | $740.0K | <0.01% | 0.0% |
| 321 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#321 · 5,890 sh | 5,890 | $727.1K | 0.01% | New |
| 322 | Krilogy Financial#322 · 5,775 sh | 5,775 | $712.9K | — | -7.8% |
| 323 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#323 · 5,692 sh | 5,692 | $702.7K | — | -7.7% |
| 324 | Allworth Financial#324 · 5,554 sh | 5,554 | $685.5K | <0.01% | +14.1% |
| 325 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#325 · 5,537 sh | 5,537 | $683.5K | 0.01% | +56.1% |
| 326 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#326 · 5,506 sh | 5,506 | $679.7K | <0.01% | -2.7% |
| 327 | JACKSON THORNTON WEALTH MANAGEMENT#327 · 5,445 sh | 5,445 | $672.1K | 0.05% | +12.1% |
| 328 | Kera Capital Partners#328 · 5,375 sh | 5,375 | $663.5K | 0.06% | +45.9% |
| 329 | Global X Japan , Ltd.#329 · 5,310 sh | 5,310 | $655.5K | — | -9.5% |
| 330 | West Family Investments#330 · 5,167 sh | 5,167 | $637.8K | 0.18% | New |
| 331 | ORG Wealth Partners#331 · 5,138 sh | 5,138 | $634.2K | 0.10% | New |
| 332 | AlphaCore Capital#332 · 5,078 sh | 5,078 | $626.8K | 0.01% | +36.6% |
| 333 | STEPHENS#333 · 5,077 sh | 5,077 | $626.7K | <0.01% | +12.2% |
| 334 | GAMMA Investing#334 · 5,051 sh | 5,051 | $623.5K | — | +8.0% |
| 335 | Global Financial Private Client#335 · 4,987 sh | 4,987 | $615.6K | — | New |
| 336 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#336 · 4,915 sh | 4,915 | $606.7K | <0.01% | -89.1% |
| 337 | Apollon Wealth Management#337 · 4,831 sh | 4,831 | $596.3K | — | +13.4% |
| 338 | WADDELL & ASSOCIATES#338 · 4,809 sh | 4,809 | $593.6K | 0.03% | +11.6% |
| 339 | SYON CAPITAL#339 · 4,803 sh | 4,803 | $592.9K | 0.03% | +24.3% |
| 340 | Baker Avenue Asset Management#340 · 4,717 sh | 4,717 | $582.3K | 0.01% | +62.2% |
| 341 | Private Advisor Group#341 · 4,627 sh | 4,627 | $571.2K | <0.01% | +10.3% |
| 342 | Maryland State Retirement & Pension System#342 · 4,620 sh | 4,620 | $570.3K | <0.01% | +17.1% |
| 343 | Stonebridge Financial Group#343 · 4,598 sh | 4,598 | $567.0K | 0.08% | — |
| 344 | MISSION WEALTH MANAGEMENT#344 · 4,468 sh | 4,468 | $551.5K | — | New |
| 345 | HARTFORD INVESTMENT MANAGEMENT#345 · 4,308 sh | 4,308 | $531.8K | 0.02% | -3.9% |
| 346 | Toroso Investments#346 · 4,271 sh | 4,271 | $523.1K | <0.01% | -5.8% |
| 347 | Ninety One UK Ltd#347 · 4,227 sh | 4,227 | $521.8K | — | -35.6% |
| 348 | AlphaGrep UK Ltd#348 · 4,159 sh | 4,159 | $513.4K | 0.15% | New |
| 349 | KESTRA PRIVATE WEALTH SERVICES#349 · 4,139 sh | 4,139 | $510.9K | <0.01% | -60.7% |
| 350 | Advisor Resource Council#350 · 4,203 sh | 4,203 | $506.7K | 0.14% | +29.2% |
| 351 | CREATIVE FINANCIAL DESIGNS#351 · 4,101 sh | 4,101 | $506.2K | 0.02% | +1.0% |
| 352 | Waterloo Capital, L.P.#352 · 4,084 sh | 4,084 | $504.1K | 0.03% | New |
| 353 | MQS Management#353 · 4,037 sh | 4,037 | $498.3K | 0.61% | -29.6% |
| 354 | BLAIR WILLIAM#354 · 4,034 sh | 4,034 | $498.0K | <0.01% | +34.6% |
| 355 | DnB Asset Management AS#355 · 4,010 sh | 4,010 | $495.0K | <0.01% | 0.0% |
| 356 | Louisiana State Employees Retirement System#356 · 4,000 sh | 4,000 | $493.8K | — | 0.0% |
| 357 | Wagner Wealth Management#357 · 3,976 sh | 3,976 | $490.8K | — | New |
| 358 | Ethic#358 · 3,972 sh | 3,972 | $490.3K | <0.01% | -0.1% |
| 359 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#359 · 3,950 sh | 3,950 | $488.0K | 0.01% | +8.2% |
| 360 | NovaPoint Capital#360 · 3,898 sh | 3,898 | $481.2K | — | New |
| 361 | Sequoia Financial Advisors#361 · 3,859 sh | 3,859 | $476.4K | <0.01% | -0.9% |
| 362 | CERTUITY#362 · 3,822 sh | 3,822 | $471.8K | 0.02% | +25.1% |
| 363 | Waverly Advisors#363 · 3,820 sh | 3,820 | $471.5K | <0.01% | +13.5% |
| 364 | Pallas Capital Advisors#364 · 3,763 sh | 3,763 | $464.5K | 0.01% | +4.0% |
| 365 | PICTON MAHONEY ASSET MANAGEMENT#365 · 3,692 sh | 3,692 | $455.7K | <0.01% | -6.7% |
| 366 | Morningstar Investment Management#366 · 4,265 sh | 4,265 | $453.0K | 0.03% | 0.0% |
| 367 | State of Wyoming#367 · 3,647 sh | 3,647 | $450.2K | 0.05% | New |
| 368 | Ensign Peak Advisors#368 · 3,591 sh | 3,591 | $443.3K | <0.01% | 0.0% |
| 369 | Caerus Investment Advisors#369 · 3,514 sh | 3,514 | $433.8K | 0.14% | +6.8% |
| 370 | CSS#370 · 3,500 sh | 3,500 | $432.0K | 0.02% | +24.6% |
| 371 | GLENMEDE NA#371 · 3,490 sh | 3,490 | $430.8K | <0.01% | -8.0% |
| 372 | DoubleLine ETF Adviser#372 · 3,474 sh | 3,474 | $428.8K | 0.18% | -14.6% |
| 373 | STRATEGY ASSET MANAGERS#373 · 3,420 sh | 3,420 | $422.2K | — | +3.0% |
| 374 | National Wealth Management Group#374 · 3,406 sh | 3,406 | $420.4K | — | -7.1% |
| 375 | Gallagher Fiduciary Advisors#375 · 3,394 sh | 3,394 | $419.0K | 0.01% | -7.9% |
| 376 | THURSTON, SPRINGER, MILLER, HERD & TITAK#376 · 3,353 sh | 3,353 | $413.9K | — | +11.4% |
| 377 | EP Wealth Advisors#377 · 3,291 sh | 3,291 | $406.2K | <0.01% | New |
| 378 | Eddie Patel#378 · 3,288 sh | 3,288 | $405.9K | 0.24% | New |
| 379 | TRANSCEND WEALTH COLLECTIVE#379 · 3,285 sh | 3,285 | $405.5K | 0.03% | +23.7% |
| 380 | UNITED CAPITAL FINANCIAL ADVISORS#380 · 3,271 sh | 3,271 | $403.8K | <0.01% | -20.6% |
| 381 | Sentinus#381 · 3,256 sh | 3,256 | $401.9K | 0.03% | +6.9% |
| 382 | CHOREO#382 · 3,224 sh | 3,224 | $398.1K | <0.01% | +37.4% |
| 383 | CREDIT AGRICOLE S A#383 · 3,193 sh | 3,193 | $394.1K | <0.01% | +16.7% |
| 384 | Vise Technologies#384 · 3,180 sh | 3,180 | $392.5K | <0.01% | New |
| 385 | Bayforest Capital Ltd#385 · 3,170 sh | 3,170 | $391.3K | 0.36% | New |
| 386 | DRW Securities#386 · 3,163 sh | 3,163 | $390.4K | <0.01% | -49.5% |
| 387 | Schonfeld Strategic Advisors#387 · 3,089 sh | 3,089 | $381.3K | <0.01% | -97.9% |
| 388 | MUFG Securities EMEA plc#388 · 3,074 sh | 3,074 | $379.5K | <0.01% | -4.6% |
| 389 | AXQ CAPITAL#389 · 3,066 sh | 3,066 | $378.5K | 0.04% | New |
| 390 | Farther Finance Advisors#390 · 3,049 sh | 3,049 | $377.0K | — | +2.3% |
| 391 | Polymer Capital Management (US)#391 · 3,044 sh | 3,044 | $375.8K | 0.05% | -77.6% |
| 392 | Coppell Advisory Solutions#392 · 1,543 sh | 1,543 | $368.8K | 0.03% | New |
| 393 | Essential Partners#393 · 2,984 sh | 2,984 | $368.3K | — | +5.6% |
| 394 | HCR Wealth Advisors#394 · 2,969 sh | 2,969 | $366.5K | — | New |
| 395 | Compound Planning#395 · 2,951 sh | 2,951 | $364.3K | <0.01% | +37.1% |
| 396 | RFG Advisory#396 · 2,948 sh | 2,948 | $363.8K | <0.01% | +1.4% |
| 397 | Campbell & Investment Adviser#397 · 2,943 sh | 2,943 | $363.3K | 0.02% | -54.7% |
| 398 | Kestra Advisory Services#398 · 2,942 sh | 2,942 | $363.2K | <0.01% | +0.4% |
| 399 | US BANCORP \DE\#399 · 2,926 sh | 2,926 | $361.2K | <0.01% | -11.2% |
| 400 | Armstrong, Fleming & Moore#400 · 2,890 sh | 2,890 | $356.8K | 0.12% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.