FRT — FEDERAL RLTY INVT TR NEW
Index member: S&P 500
As of Q2 2026, 39 SEC-registered investment managers reported holding FRT (FEDERAL RLTY INVT TR NEW) in their latest 13F filings, with a combined reported value of $4.69B across 39.66M shares. That is +32.8% by share count (+9.80M shares) versus the previous quarter, while reported value moved +51.8%. Ownership is concentrated: the five largest holders account for 61.0% of reported value and the top ten for 78.4%.
Compared with the prior quarter, 6 opened new positions, 19 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
FRT is a constituent of the S&P 500 and is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 13.23M | $1.33B | 0.02% | Hold |
| BlackRock Inc history | Q2 2026 | 10.15M | $1.25B | 0.02% | Add |
| Norges Bank Investment Management history | Q2 2026 | 5.59M | $690.59M | 0.07% | Reduce |
| Invesco Ltd history | Q2 2026 | 2.54M | $313.25M | 0.03% | Reduce |
| AQR Capital Management history | Q2 2026 | 2.53M | $312.18M | 0.11% | Add |
| Geode Capital Management history | Q2 2026 | 2.33M | $287.47M | 0.01% | Add |
| Capital Research Global Investors history | Q2 2024 | 2.41M | $243.66M | 0.05% | Hold |
| Northern Trust Corp history | Q2 2026 | 1.66M | $204.71M | 0.02% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 1.52M | $191.25M | 0.02% | New |
| Charles Schwab Investment Management history | Q2 2026 | 1.54M | $189.52M | 0.03% | Add |
| MFS Investment Management history | Q2 2026 | 922.12K | $121.22M | 0.04% | Reduce |
| Morgan Stanley history | Q2 2026 | 886.10K | $109.38M | 0.01% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 854.60K | $105.49M | 0.02% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 753.98K | $93.07M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 715.03K | $88.26M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 683.19K | $84.33M | 0.01% | Add |
| Legal & General Investment Management America history | Q2 2026 | 643.20K | $79.40M | 0.02% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 564.68K | $69.70M | 0.03% | New |
| Bank of America Corp history | Q2 2026 | 552.11K | $68.15M | 0.01% | Add |
| Millennium Management history | Q1 2026 | 597.69K | $63.48M | 0.03% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.52M sh · $191.25M
- Arrowstreet Capital 564.68K sh · $69.70M
- Wellington Management Group 484.70K sh · $59.83M
- D. E. Shaw & Co 225.89K sh · $27.88M
- Point72 Asset Management 32.91K sh · $4.06M
- Balyasny Asset Management 1.78K sh · $220.09K
Fully Exited (vs previous quarter)
- Millennium Management sold 597.69K sh · $63.48M
- Janus Henderson Group sold 290.34K sh · $30.86M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 8.41M | 8.80M | 8.73M | 8.02M | 8.35M | 8.68M | 8.64M | 10.15M |
| Norges Bank Investment Management | — | — | — | — | — | 7.21M | — | — | — | 7.21M | — | 7.23M | — | 7.24M | — | 7.27M | — | 7.28M | — | 5.59M |
| Invesco Ltd | 844.97K | 818.27K | 1.33M | 1.52M | 2.27M | 2.26M | 1.83M | 1.90M | 1.91M | 2.02M | 2.04M | 2.07M | 2.16M | 3.05M | 2.63M | 2.71M | 2.66M | 2.73M | 2.69M | 2.54M |
| AQR Capital Management | 5.76K | 6.35K | 8.15K | 9.11K | 12.04K | 17.02K | 30.53K | 51.05K | 54.21K | 78.53K | 78.03K | 89.72K | 100.27K | 104.21K | 120.84K | 195.45K | 841.48K | 1.82M | 2.13M | 2.53M |
| Geode Capital Management | 1.46M | 1.48M | 1.55M | 1.58M | 1.62M | 1.68M | 1.72M | 1.76M | 1.79M | 1.82M | 1.88M | 1.95M | 1.96M | 2.03M | 2.12M | 2.17M | 2.18M | 2.20M | 2.29M | 2.33M |
| Northern Trust Corp | 1.03M | 1.01M | 1.01M | 980.77K | 995.29K | 1.01M | 1.07M | 1.00M | 1.02M | 753.48K | 735.75K | 733.22K | 712.22K | 1.23M | 1.28M | 1.26M | 1.36M | 1.23M | 1.63M | 1.66M |
| JPMorgan Chase & Co | 4.72M | 4.20M | 4.20M | 3.65M | 3.35M | 4.51M | 3.87M | 4.21M | 4.72M | 4.12M | 5.07M | 4.72M | 4.89M | 4.61M | 2.37M | 1.80M | 1.29M | 1.12M | — | 1.52M |
| Charles Schwab Investment Management | 910.21K | 929.20K | 852.22K | 856.51K | 887.94K | 925.70K | 1.08M | 1.10M | 1.11M | 1.16M | 1.18M | 1.21M | 1.25M | 1.29M | 1.30M | 1.34M | 1.37M | 1.43M | 1.49M | 1.54M |
| MFS Investment Management | 34.26K | — | — | — | — | — | — | — | 886.48K | 1.36M | 1.90M | 1.99M | 1.96M | 1.95M | 1.80M | 1.72M | 1.57M | 1.10M | 1.01M | 922.12K |
| Morgan Stanley | 362.10K | 363.59K | 445.97K | 703.68K | 537.09K | 580.43K | 769.51K | 906.88K | 978.01K | 950.55K | 890.77K | 955.36K | 1.02M | 846.67K | 925.37K | 992.13K | 872.68K | 841.81K | 1.07M | 886.10K |
| Wells Fargo & Co | 950.73K | 928.54K | 956.91K | 834.94K | 873.05K | 944.22K | 939.63K | 886.09K | 908.07K | 871.36K | 902.81K | 880.31K | 867.66K | 905.88K | 916.17K | 940.14K | 936.81K | 870.63K | 864.50K | 854.60K |
| Goldman Sachs Group | 224.66K | 246.75K | 219.48K | 468.25K | 494.26K | 688.75K | 355.17K | 206.16K | 314.54K | 407.58K | 399.07K | 398.07K | 437.64K | 428.02K | 612.57K | 635.33K | 606.32K | 611.03K | 678.74K | 753.98K |
| Fidelity Management & Research (FMR) | 877 | 1.04K | 5.69K | 5.27K | 6.71K | 6.98K | 32.04K | 45.92K | 135.82K | 387.52K | 312.91K | 74.66K | 572.81K | 581.16K | 673.21K | 709.70K | 535.54K | 1.08M | 1.28M | 715.03K |
| BNY Mellon | 619.62K | 684.84K | 681.21K | 718.03K | 661.17K | 716.41K | 720.17K | 708.35K | 707.88K | 719.74K | 690.23K | 662.76K | 641.12K | 634.15K | 617.52K | 763.38K | 758.03K | 683.79K | 660.47K | 683.19K |
| Legal & General Investment Management America | 860.78K | 863.18K | 840.63K | 830.90K | 793.95K | 820.18K | 916.58K | 944.07K | 901.82K | 954.62K | 952.49K | 951.05K | 730.85K | 689.88K | 736.63K | 760.12K | 718.86K | 797.56K | 705.71K | 643.20K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | 271.16K | — | — | 30.47K | 46.44K | — | — | 564.68K |
| Bank of America Corp | 348.37K | 333.65K | 244.49K | 238.05K | 233.41K | 202.76K | 339.36K | 115.68K | 143.23K | 171.89K | 190.81K | 200.51K | 239.33K | 204.17K | 321.94K | 460.12K | 284.79K | 267.81K | 509.50K | 552.11K |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | — | — | 230.91K | 1.80K | 2.35K | 2.71K | 2.27K | — | — | 484.70K |
| Two Sigma Investments | 28.62K | — | — | — | — | — | — | — | — | 14.21K | 4.11K | 35.91K | 131.08K | 24.19K | 31.61K | 13.78K | 2.11K | 36.21K | 232.95K | 379.63K |
| Deutsche Bank AG | 122.63K | 109.10K | 122.66K | 113.32K | 196.27K | 100.70K | 206.57K | 180.49K | 160.94K | 151.34K | 259.81K | 1.17M | 1.38M | 1.35M | 465.69K | 354.58K | 336.00K | 352.56K | 403.90K | 359.36K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details