DaveManuel.com · Institutional Ownership · Who Owns It
FEDERAL RLTY INVT TR NEW (FRT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
624
Reporting holders
$10.6B
Reported value
0.2%
Calls
0.1%
Puts
+64
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $221.2M | 1,792,044 | 0.02% | 18q | +120.7%+$121.0M |
| 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 |
| 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 | -1.1%-$1.2M |
| AMERIPRISE FINANCIAL INC | $104.9M | 874,763 | 0.02% | 18q | +174.7%+$66.7M |
| 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 incl. $2.2M options CALL+PUT | 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 |
| 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 incl. $16.0M options CALL+PUT | 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 |
| 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 |
| SG Americas Securities, LLC | $17.1M | 138,244 | 0.01% | new | NEW |
| 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 incl. $5.9M options CALL+PUT | 74,270 | 0.00% | 13q | HELD |
| Qube Research & Technologies Ltd | $14.8M | 119,750 | 0.01% | 8q | -21.4%-$4.0M |
| Janney Montgomery Scott LLC | $14.4M | 117,018 | 0.03% | 17q | -1.7%-$245.7K |
| 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 incl. $222.2K options PUT | 93,953 | 0.02% | 18q | -26.9%-$4.4M |
Showing the largest 100 of 624 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-30 | Lamb-Hale Nicole | Director | Sold | 1,500 | $163.3K ×10 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 165 | $387.7M | 3,589,710 | 23 | 59 | 35 | 0.0% |
| Q2 2026 | 624 | $10.6B | 85,538,162 | 108 | 239 | 157 | 0.2% |
| Q1 2026 | 560 | $8.4B | 78,494,813 | 72 | 217 | 140 | 0.4% |
| Q4 2025 | 527 | $8.5B | 84,465,746 | 61 | 201 | 147 | 0.3% |
| Q3 2025 | 513 | $7.9B | 77,353,477 | 69 | 185 | 157 | 0.4% |
| Q2 2025 | 494 | $7.8B | 82,627,160 | 68 | 211 | 130 | 0.3% |
| Q1 2025 | 480 | $8.1B | 82,667,148 | 53 | 180 | 156 | 0.4% |
| Q4 2024 | 492 | $9.6B | 85,148,884 | 43 | 195 | 135 | 0.2% |
| Q3 2024 | 505 | $9.9B | 86,158,069 | 81 | 178 | 133 | 0.3% |
| Q2 2024 | 451 | $8.5B | 83,852,879 | 42 | 157 | 134 | 0.2% |
| Q1 2024 | 451 | $8.8B | 86,285,569 | 38 | 158 | 151 | 0.2% |
| Q4 2023 | 452 | $8.6B | 83,012,675 | 61 | 142 | 148 | 0.2% |
| Q3 2023 | 415 | $7.2B | 78,724,558 | 46 | 139 | 128 | 0.2% |
| Q2 2023 | 416 | $7.7B | 78,828,512 | 34 | 165 | 116 | 0.3% |
| Q1 2023 | 434 | $7.7B | 78,690,467 | 45 | 168 | 112 | 0.2% |
| Q4 2022 | 427 | $8.1B | 78,830,207 | 64 | 149 | 136 | 1.0% |
| Q3 2022 | 381 | $10.8B | 119,927,619 | 39 | 153 | 120 | 0.1% |
| Q2 2022 | 394 | $14.6B | 152,195,696 | 70 | 133 | 118 | 0.1% |
| Q1 2022 | 391 | $10.4B | 85,112,887 | 348 | 13 | 12 | 0.1% |
| Q4 2021 | 337 | $10.7B | 78,313,467 | 67 | 101 | 98 | 0.2% |
| Q3 2021 | 409 | $14.9B | 126,225,227 | 42 | 149 | 113 | 0.2% |
| Q2 2021 | 397 | $11.0B | 93,942,298 | 54 | 137 | 119 | 0.3% |
| Q1 2021 | 383 | $10.6B | 103,956,987 | 58 | 134 | 116 | 0.4% |
| Q4 2020 | 375 | $8.4B | 98,131,608 | 66 | 110 | 126 | 0.6% |
| Q3 2020 | 356 | $18.9B | 257,415,178 | 27 | 125 | 135 | 0.1% |
| Q2 2020 | 380 | $21.2B | 248,505,317 | 56 | 126 | 129 | 0.1% |
| Q1 2020 | 384 | $18.4B | 246,711,361 | 44 | 134 | 142 | 0.0% |
| Q4 2019 | 423 | $31.7B | 245,996,117 | 28 | 154 | 134 | 0.0% |
| Q3 2019 | 429 | $37.6B | 275,864,011 | 49 | 122 | 155 | 0.0% |
| Q2 2019 | 423 | $38.6B | 299,502,585 | 52 | 159 | 119 | 0.0% |
| Q1 2019 | 408 | $32.0B | 231,671,131 | 41 | 131 | 147 | 0.1% |
| Q4 2018 | 410 | $29.2B | 247,441,499 | 8 | 11 | 7 | 0.1% |