FEDERAL REALTY INVESTMENT TRUST (FRT) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 621
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | TWO SIGMA SECURITIES#401 · 2,878 sh | 2,878 | $355.3K | 0.03% | New |
| 402 | Gen-Wealth Partners#402 · 2,878 sh | 2,878 | $355.2K | 0.10% | -9.4% |
| 403 | Proficio Capital Partners#403 · 2,866 sh | 2,866 | $353.8K | 0.01% | New |
| 404 | Fiduciary Group#404 · 2,853 sh | 2,853 | $352.2K | 0.03% | 0.0% |
| 405 | OFI INVEST ASSET MANAGEMENT#405 · 3,242 sh | 3,242 | $350.0K | <0.01% | +3.5% |
| 406 | Lifeworks Advisors#406 · 2,777 sh | 2,777 | $342.8K | 0.04% | New |
| 407 | MONETARY MANAGEMENT GROUP#407 · 2,750 sh | 2,750 | $339.5K | 0.07% | 0.0% |
| 408 | PRAXIS INVESTMENT MANAGEMENT#408 · 2,749 sh | 2,749 | $339.0K | 0.02% | 0.0% |
| 409 | Sound Financial Strategies Group#409 · 2,738 sh | 2,738 | $338.0K | 0.21% | +1.3% |
| 410 | V-Square Quantitative Management#410 · 2,734 sh | 2,734 | $337.5K | — | -7.8% |
| 411 | Union Bankshares#411 · 2,720 sh | 2,720 | $335.8K | <0.01% | -0.1% |
| 412 | Sagewood Asset Management#412 · 2,660 sh | 2,660 | $328.4K | 0.07% | +11.3% |
| 413 | KBC Group NV#413 · 2,626 sh | 2,626 | $324.0K | — | 0.0% |
| 414 | EverSource Wealth Advisors#414 · 2,623 sh | 2,623 | $323.8K | 0.01% | +16.6% |
| 415 | Passive Capital Management#415 · 3,193 sh | 3,193 | $321.9K | 0.10% | 0.0% |
| 416 | Wealthspire Advisors#416 · 2,593 sh | 2,593 | $320.1K | <0.01% | -9.1% |
| 417 | KEYBANK NATIONAL ASSOCIATION#417 · 2,587 sh | 2,587 | $319.3K | <0.01% | +1.0% |
| 418 | Sterling Capital Management#418 · 2,577 sh | 2,577 | $318.1K | — | -9.7% |
| 419 | Wealthfront Advisers#419 · 2,556 sh | 2,556 | $315.5K | <0.01% | +24.3% |
| 420 | XML Financial#420 · 2,554 sh | 2,554 | $315.3K | 0.02% | -10.5% |
| 421 | North Dakota State Investment Board#421 · 2,530 sh | 2,530 | $312.3K | 0.01% | +1.7% |
| 422 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#422 · 2,520 sh | 2,520 | $311.1K | <0.01% | +0.3% |
| 423 | MainStreet Investment Advisors#423 · 2,474 sh | 2,474 | $305.4K | 0.04% | New |
| 424 | KCM INVESTMENT ADVISORS#424 · 2,473 sh | 2,473 | $305.3K | — | 0.0% |
| 425 | Hilltop#425 · 2,450 sh | 2,450 | $302.4K | 0.02% | 0.0% |
| 426 | Crestwood Advisors Group#426 · 2,447 sh | 2,447 | $302.1K | <0.01% | New |
| 427 | Parcion Private Wealth#427 · 2,433 sh | 2,433 | $300.3K | 0.02% | +9.7% |
| 428 | GSA CAPITAL PARTNERS LLP#428 · 2,395 sh | 2,395 | $296.0K | 0.02% | New |
| 429 | MUFG SECURITIES AMERICAS#429 · 2,368 sh | 2,368 | $292.3K | 0.01% | +9.0% |
| 430 | Crossmark Global#430 · 2,312 sh | 2,312 | $285.4K | — | +5.1% |
| 431 | Caprock Group#431 · 2,307 sh | 2,307 | $284.8K | <0.01% | New |
| 432 | CI INVESTMENTS#432 · 2,301 sh | 2,301 | $284.0K | <0.01% | New |
| 433 | HUNTINGTON NATIONAL BANK#433 · 2,286 sh | 2,286 | $282.2K | <0.01% | +4.6% |
| 434 | Modera Wealth Management#434 · 2,259 sh | 2,259 | $278.9K | <0.01% | 0.0% |
| 435 | Gross & Hartman Investments#435 · 2,244 sh | 2,244 | $277.0K | 0.12% | New |
| 436 | Safe Harbor Family Capital#436 · 2,244 sh | 2,244 | $277.0K | 0.19% | New |
| 437 | Versant Capital Management#437 · 2,215 sh | 2,215 | $273.4K | — | +15.7% |
| 438 | BROWN BROTHERS HARRIMAN#438 · 2,208 sh | 2,208 | $272.6K | <0.01% | +13.6% |
| 439 | MOR Wealth Management#439 · 2,189 sh | 2,189 | $270.2K | 0.11% | New |
| 440 | EntryPoint Capital#440 · 2,188 sh | 2,188 | $270.1K | 0.07% | 0.0% |
| 441 | Powell Investment Advisors#441 · 2,183 sh | 2,183 | $269.5K | — | 0.0% |
| 442 | Tower Research Capital (TRC)#442 · 2,163 sh | 2,163 | $267.0K | <0.01% | -37.8% |
| 443 | Lafayette Investments#443 · 2,150 sh | 2,150 | $265.4K | 0.05% | 0.0% |
| 444 | SECURIAN ASSET MANAGEMENT#444 · 2,095 sh | 2,095 | $264.0K | <0.01% | 0.0% |
| 445 | Pinnacle Wealth Management Advisory Group#445 · 2,136 sh | 2,136 | $263.7K | — | -5.8% |
| 446 | Callan Family Office#446 · 2,135 sh | 2,135 | $263.5K | <0.01% | New |
| 447 | PINNACLE ASSOCIATES LTD#447 · 2,134 sh | 2,134 | $263.4K | — | -5.8% |
| 448 | MONTGOMERY INVESTMENT MANAGEMENT#448 · 2,080 sh | 2,080 | $256.8K | — | 0.0% |
| 449 | DAYMARK WEALTH PARTNERS#449 · 2,004 sh | 2,004 | $247.4K | <0.01% | New |
| 450 | Olde Wealth Management#450 · 2,000 sh | 2,000 | $246.0K | 0.07% | 0.0% |
| 451 | Loudon Investment Management#451 · 1,990 sh | 1,990 | $245.6K | 0.12% | -10.2% |
| 452 | Arkadios Wealth Advisors#452 · 1,947 sh | 1,947 | $240.3K | <0.01% | New |
| 453 | Platform Technology Partners#453 · 1,942 sh | 1,942 | $239.7K | 0.04% | -2.3% |
| 454 | Lewis Asset Management#454 · 1,939 sh | 1,939 | $239.4K | — | +0.7% |
| 455 | waypoint wealth counsel#455 · 1,939 sh | 1,939 | $239.4K | — | -31.8% |
| 456 | Concurrent Investment Advisors#456 · 1,926 sh | 1,926 | $237.7K | — | New |
| 457 | Parallel Advisors#457 · 1,919 sh | 1,919 | $236.9K | <0.01% | +16.4% |
| 458 | BEESE FULMER INVESTMENT MANAGEMENT#458 · 1,907 sh | 1,907 | $235.4K | — | New |
| 459 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A.#459 · 1,893 sh | 1,893 | $233.8K | <0.01% | -25.6% |
| 460 | BFSG#460 · 1,873 sh | 1,873 | $231.2K | 0.02% | 0.0% |
| 461 | Pasadena Private Wealth#461 · 1,853 sh | 1,853 | $228.8K | 0.03% | New |
| 462 | GW HENSSLER & ASSOCIATES LTD#462 · 1,853 sh | 1,853 | $228.7K | — | New |
| 463 | Samalin Investment Counsel#463 · 1,842 sh | 1,842 | $227.4K | — | New |
| 464 | COMPASS FINANCIAL MANAGEMENT#464 · 1,828 sh | 1,828 | $225.6K | 0.03% | — |
| 465 | QTR Family Wealth#465 · 1,806 sh | 1,806 | $222.9K | 0.08% | New |
| 466 | PARK AVENUE SECURITIES#466 · 1,788 sh | 1,788 | $221.0K | — | New |
| 467 | BALYASNY ASSET MANAGEMENT L.P.#467 · 1,783 sh | 1,783 | $220.1K | <0.01% | New |
| 468 | Canada Post Registered Pension Plan#468 · 1,758 sh | 1,758 | $217.0K | <0.01% | 0.0% |
| 469 | RIVERSEDGE ADVISORS#469 · 1,756 sh | 1,756 | $216.8K | — | New |
| 470 | EVERGREEN CAPITAL MANAGEMENT#470 · 1,718 sh | 1,718 | $212.1K | — | New |
| 471 | CANADA PENSION PLAN INVESTMENT BOARD#471 · 1,700 sh | 1,700 | $209.8K | <0.01% | -75.7% |
| 472 | LUTS & GREENLEIGH GROUP#472 · 1,670 sh | 1,670 | $206.1K | 0.16% | New |
| 473 | BESSEMER GROUP#473 · 1,661 sh | 1,661 | $205.0K | <0.01% | +25.2% |
| 474 | Savant Capital#474 · 1,659 sh | 1,659 | $204.7K | <0.01% | -22.2% |
| 475 | OpenArc Corporate Advisory#475 · 1,652 sh | 1,652 | $203.9K | — | New |
| 476 | Dorsey & Whitney#476 · 1,650 sh | 1,650 | $203.7K | <0.01% | New |
| 477 | RB Capital Management#477 · 1,647 sh | 1,647 | $203.3K | 0.04% | New |
| 478 | Wick Capital Partners#478 · 1,639 sh | 1,639 | $202.3K | 0.03% | New |
| 479 | Stonebrook Private#479 · 1,629 sh | 1,629 | $201.1K | 0.04% | New |
| 480 | EVERPAR ADVISORS#480 · 1,625 sh | 1,625 | $200.6K | 0.06% | New |
| 481 | CX Institutional#481 · 1,614 sh | 1,614 | $199.0K | — | +3.3% |
| 482 | IFP Advisors#482 · 1,516 sh | 1,516 | $187.1K | — | -0.7% |
| 483 | TD Waterhouse Canada#483 · 1,532 sh | 1,532 | $184.5K | — | +44.8% |
| 484 | Optiver Holding B.V.#484 · 1,463 sh | 1,463 | $180.6K | 0.00% | New |
| 485 | MATHER GROUP#485 · 1,353 sh | 1,353 | $167.0K | — | 0.0% |
| 486 | Smartleaf Asset Management#486 · 1,319 sh | 1,319 | $165.5K | <0.01% | 0.0% |
| 487 | OF VERMONT#487 · 1,300 sh | 1,300 | $160.5K | — | — |
| 488 | Cassaday & Wealth Management#488 · 1,251 sh | 1,251 | $154.4K | <0.01% | 0.0% |
| 489 | NBC SECURITIES#489 · 1,137 sh | 1,137 | $140.4K | — | -1.7% |
| 490 | Larson Financial Group#490 · 1,077 sh | 1,077 | $133.0K | <0.01% | +98.7% |
| 491 | GF FUND MANAGEMENT LTD.#491 · 1,031 sh | 1,031 | $127.3K | — | -16.9% |
| 492 | WOLFF WIESE MAGANA#492 · 1,005 sh | 1,005 | $124.1K | — | New |
| 493 | HARBOR INVESTMENT ADVISORY#493 · 1,000 sh | 1,000 | $123.4K | — | New |
| 494 | WHITTIER#494 · 1,000 sh | 1,000 | $120.6K | <0.01% | 0.0% |
| 495 | EXCHANGE TRADED CONCEPTS#495 · 973 sh | 973 | $120.1K | <0.01% | -95.5% |
| 496 | Quarry#496 · 957 sh | 957 | $118.1K | <0.01% | -52.8% |
| 497 | PENSION & WEALTH MANAGEMENT ADVISORS#497 · 930 sh | 930 | $114.9K | — | +0.8% |
| 498 | Quent Capital#498 · 767 sh | 767 | $94.7K | <0.01% | +5.2% |
| 499 | HANTZ FINANCIAL SERVICES#499 · 754 sh | 754 | $93.0K | <0.01% | +15.6% |
| 500 | True Wealth Design#500 · 748 sh | 748 | $92.3K | — | +59.5% |
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.