Federal Realty Investment Trust Ownership 2024 | Who Owns Federal Realty Investment Trust Now?
Institutional Ownership
95.50%
Insider Ownership
1.04%
Retail Ownership
3.45%
Institutional Holders
440.00
Federal Realty Investment Trust Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 15.48% | 0.02% | 12,786,155 | 55,046 | 0.43% | 1,291,018,071 | Jun 30, 2024 |
BLACKROCK INC. | 10.11% | 0.02% | 8,349,657 | 21,599 | 0.26% | 843,064,893 | Jun 30, 2024 |
NORGES BANK | 8.75% | 0.11% | 7,228,715 | 7,228,715 | 100.00% | 729,883,354 | Jun 30, 2024 |
STATE STREET CORP | 7.44% | 0.03% | 6,143,244 | -230,311 | -3.61% | 626,845,780,000 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 5.71% | 0.04% | 4,717,107 | -353,239 | -6.97% | 476,286,362 | Jun 30, 2024 |
RESOLUTION CAPITAL LTD | 3.55% | 5.57% | 2,931,422 | -625,125 | -17.58% | 295,985,679 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 2.92% | 0.05% | 2,413,197 | 618 | 0.03% | 243,660,501 | Jun 30, 2024 |
INVESCO LTD. | 2.50% | 0.04% | 2,068,178 | 23,977 | 1.17% | 208,823,934 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.41% | 0.06% | 1,994,209 | 90,395 | 4.75% | 201,355,283 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.36% | 0.02% | 1,948,937 | 71,144 | 3.79% | 196,564,780 | Jun 30, 2024 |
PROSHARE ADVISORS LLC | 2.10% | 0.47% | 1,732,026 | 36,880 | 2.18% | 174,882,665 | Jun 30, 2024 |
RUSH ISLAND MANAGEMENT, LP | 1.95% | 13.32% | 1,608,444 | 312,837 | 24.15% | 162,404,591 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.46% | 0.02% | 1,205,706 | 20,842 | 1.76% | 121,740,135 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 1.41% | 0.05% | 1,165,208 | 905,400 | 348.49% | 117,651,052 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.38% | 0.03% | 1,138,967 | 8,933 | 0.79% | 115,000,230 | Jun 30, 2024 |
MORGAN STANLEY | 1.16% | 0.01% | 955,358 | 64,591 | 7.25% | 96,462,725 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 1.15% | 0.02% | 951,053 | -1,644 | -0.17% | 96,027,640 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 1.07% | 0.02% | 880,307 | -22,499 | -2.49% | 88,884,643 | Jun 30, 2024 |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 1.00% | 0.61% | 822,599 | -37,983 | -4.41% | 83,057,793 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.89% | 0.01% | 733,216 | -2,532 | -0.34% | 74,032,819,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RUSH ISLAND MANAGEMENT, LP | 1.95% | 13.32% | 1,608,444 | 312,837 | 24.15% | 162,404,591 | Jun 30, 2024 |
RESOLUTION CAPITAL LTD | 3.55% | 5.57% | 2,931,422 | -625,125 | -17.58% | 295,985,679 | Jun 30, 2024 |
WATERFRONT CAPITAL PARTNERS, LLC | 0.44% | 4.32% | 364,162 | -96,302 | -20.91% | 36,769,437 | Jun 30, 2024 |
MASTERTON CAPITAL MANAGEMENT, LP | 0.06% | 3.47% | 48,153 | -131,600 | -73.21% | 4,862,008 | Jun 30, 2024 |
KINLOCH CAPITAL, LLC | 0.04% | 1.79% | 33,970 | 123 | 0.36% | 3,429,951 | Jun 30, 2024 |
XCEL WEALTH MANAGEMENT, LLC | 0.05% | 1.27% | 40,087 | -103 | -0.26% | 4,047,584 | Jun 30, 2024 |
RWC ASSET MANAGEMENT LLP | 0.21% | 1.24% | 174,848 | 717 | 0.41% | 17,654,403 | Jun 30, 2024 |
VERT ASSET MANAGEMENT LLC | 0.04% | 1.17% | 29,127 | -1,718 | -5.57% | 2,940,953 | Jun 30, 2024 |
CBOE VEST FINANCIAL, LLC | 0.52% | 1.04% | 430,051 | 69,059 | 19.13% | 43,422,250 | Jun 30, 2024 |
MATTERN CAPITAL MANAGEMENT, LLC | 0.09% | 1.01% | 72,575 | -133 | -0.18% | 7,327,898 | Jun 30, 2024 |
BLACKHAWK CAPITAL PARTNERS LLC. | 0.02% | 0.99% | 16,263 | -986 | -5.72% | 1,642,075 | Jun 30, 2024 |
STABLEFORD CAPITAL II LLC | 0.02% | 0.82% | 19,019 | 3,995 | 26.59% | 2,089,237 | Jun 30, 2024 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 0.12% | 0.79% | 100,000 | - | - | 10,097,000 | Jun 30, 2024 |
LOUDON INVESTMENT MANAGEMENT, LLC | 0.02% | 0.74% | 12,455 | -24 | -0.19% | 1,257,581 | Jun 30, 2024 |
LINCLUDEN MANAGEMENT LTD | 0.07% | 0.73% | 59,858 | -3,050 | -4.85% | 6,044,000 | Jun 30, 2024 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.43% | 0.65% | 353,844 | 175,986 | 98.95% | 35,727,629 | Jun 30, 2024 |
CLARK CAPITAL MANAGEMENT GROUP, INC. | 1.00% | 0.61% | 822,599 | -37,983 | -4.41% | 83,057,793 | Jun 30, 2024 |
MQS MANAGEMENT LLC | 0.01% | 0.50% | 8,235 | 8,235 | 100.00% | 831,488 | Jun 30, 2024 |
MEIJI YASUDA ASSET MANAGEMENT CO LTD. | 0.14% | 0.49% | 118,970 | 30 | 0.03% | 12,012,401 | Jun 30, 2024 |
OAK THISTLE LLC | 0.01% | 0.47% | 6,327 | 6,327 | 100.00% | 638,838 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 8.75% | 0.11% | 7,228,715 | 7,228,715 | 100.00% | 729,883,354 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 1.41% | 0.05% | 1,165,208 | 905,400 | 348.49% | 117,651,052 | Jun 30, 2024 |
WESTWOOD HOLDINGS GROUP INC | 0.78% | 0.30% | 642,446 | 546,711 | 571.07% | 64,867,773 | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | 0.62% | 0.08% | 512,449 | 365,070 | 247.71% | 51,719,754 | Jun 30, 2024 |
RUSH ISLAND MANAGEMENT, LP | 1.95% | 13.32% | 1,608,444 | 312,837 | 24.15% | 162,404,591 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.50% | 0.02% | 415,603 | 312,726 | 303.98% | 41,963,435 | Jun 30, 2024 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.43% | 0.65% | 353,844 | 175,986 | 98.95% | 35,727,629 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 0.22% | 0.01% | 179,081 | 174,406 | 3730.61% | 18,081,808 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.19% | 0.02% | 158,602 | 158,602 | 100.00% | 16,014,044 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.11% | 0.05% | 94,426 | 94,426 | 100.00% | 9,534,193 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.41% | 0.06% | 1,994,209 | 90,395 | 4.75% | 201,355,283 | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | 0.10% | 0.05% | 85,341 | 81,561 | 2157.70% | 8,616,881 | Jun 30, 2024 |
STRS OHIO | 0.51% | 0.17% | 419,181 | 72,600 | 20.95% | 42,324,706,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.36% | 0.02% | 1,948,937 | 71,144 | 3.79% | 196,564,780 | Jun 30, 2024 |
CBOE VEST FINANCIAL, LLC | 0.52% | 1.04% | 430,051 | 69,059 | 19.13% | 43,422,250 | Jun 30, 2024 |
MORGAN STANLEY | 1.16% | 0.01% | 955,358 | 64,591 | 7.25% | 96,462,725 | Jun 30, 2024 |
AMUNDI | 0.18% | 0.01% | 147,624 | 60,395 | 69.24% | 14,858,356 | Jun 30, 2024 |
GATEWAY INVESTMENT ADVISERS LLC | 0.07% | 0.07% | 58,084 | 58,084 | 100.00% | 5,864,741 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.14% | 0.04% | 119,279 | 55,706 | 87.63% | 12,043,601 | Jun 30, 2024 |
VANGUARD GROUP INC | 15.48% | 0.02% | 12,786,155 | 55,046 | 0.43% | 1,291,018,071 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UBS ASSET MANAGEMENT AMERICAS INC | 0.13% | 0.00% | 108,761 | -639,391 | -85.46% | 10,981,598 | Jun 30, 2024 |
RESOLUTION CAPITAL LTD | 3.55% | 5.57% | 2,931,422 | -625,125 | -17.58% | 295,985,679 | Jun 30, 2024 |
PGGM INVESTMENTS | 0.01% | 0.02% | 11,561 | -589,881 | -98.08% | 1,167,000 | Jun 30, 2024 |
APG ASSET MANAGEMENT US INC. | - | - | - | -470,232 | -100.00% | - | Jun 30, 2024 |
JPMORGAN CHASE & CO | 5.71% | 0.04% | 4,717,107 | -353,239 | -6.97% | 476,286,362 | Jun 30, 2024 |
FMR LLC | 0.09% | 0.00% | 74,663 | -238,245 | -76.14% | 7,538,750 | Jun 30, 2024 |
STATE STREET CORP | 7.44% | 0.03% | 6,143,244 | -230,311 | -3.61% | 626,845,780,000 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.12% | 0.07% | 102,415 | -187,847 | -64.72% | 10,341,000 | Jun 30, 2024 |
MASTERTON CAPITAL MANAGEMENT, LP | 0.06% | 3.47% | 48,153 | -131,600 | -73.21% | 4,862,008 | Jun 30, 2024 |
HSBC HOLDINGS PLC | 0.24% | 0.01% | 201,625 | -122,706 | -37.83% | 20,317,627 | Jun 30, 2024 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.50% | 0.08% | 411,600 | -110,500 | -21.16% | 41,559,252 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.13% | 0.02% | 104,400 | -102,400 | -49.52% | 10,541,268 | Jun 30, 2024 |
WATERFRONT CAPITAL PARTNERS, LLC | 0.44% | 4.32% | 364,162 | -96,302 | -20.91% | 36,769,437 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.03% | 0.02% | 23,400 | -76,017 | -76.46% | 2,362,698 | Jun 30, 2024 |
CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -72,105 | -100.00% | - | Jun 30, 2024 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.12% | 0.11% | 100,602 | -68,925 | -40.66% | 10,157,784 | Jun 30, 2024 |
DAVIS SELECTED ADVISERS | - | - | - | -61,360 | -100.00% | - | Jun 30, 2024 |
LONG POND CAPITAL, LP | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 0.08% | 0.07% | 62,396 | -57,231 | -47.84% | 6,300,124 | Jun 30, 2024 |
STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.10% | 0.03% | 86,093 | -42,384 | -32.99% | 8,692,811 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 8.75% | 0.11% | 7,228,715 | 7,228,715 | 100.00% | 729,883,354 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.19% | 0.02% | 158,602 | 158,602 | 100.00% | 16,014,044 | Jun 30, 2024 |
GATEWAY INVESTMENT ADVISERS LLC | 0.07% | 0.07% | 58,084 | 58,084 | 100.00% | 5,864,741 | Jun 30, 2024 |
CENTIVA CAPITAL, LP | 0.04% | 0.06% | 32,950 | 32,950 | 100.00% | 3,326,962 | Jun 30, 2024 |
BAMCO INC /NY/ | 0.03% | 0.01% | 23,854 | 23,854 | 100.00% | 2,408,538 | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | 0.02% | 0.10% | 19,621 | 19,621 | 100.00% | 1,981,132 | Jun 30, 2024 |
IFM INVESTORS PTY LTD | 0.02% | 0.02% | 19,161 | 19,161 | 100.00% | 1,934,686 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.02% | 0.01% | 19,135 | 19,135 | 100.00% | 1,932,061 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.02% | 0.00% | 14,248 | 14,248 | 100.00% | 1,438,621 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.00% | 13,870 | 13,870 | 100.00% | 1,395,702 | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | 0.02% | 0.10% | 13,214 | 13,214 | 100.00% | 1,334,218 | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.06% | 10,363 | 10,363 | 100.00% | 1,046,352 | Jun 30, 2024 |
LOKKEN INVESTMENT GROUP LLC | 0.01% | 0.42% | 8,847 | 8,847 | 100.00% | 893,282 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.01% | 0.23% | 7,461 | 7,461 | 100.00% | 753,211 | Jun 30, 2024 |
POINT72 (DIFC) LTD | 0.01% | 0.03% | 7,444 | 7,444 | 100.00% | 751,590 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.01% | 5,754 | 5,754 | 100.00% | 580,981 | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | 0.01% | 0.08% | 4,486 | 4,486 | 100.00% | 452,951 | Jun 30, 2024 |
0.00% | 0.01% | 3,801 | 3,801 | 100.00% | 383,783 | Jun 30, 2024 | |
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | 0.00% | 0.13% | 2,600 | 2,600 | 100.00% | 262,522 | Jun 30, 2024 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.00% | 0.00% | 2,521 | 2,521 | 100.00% | 254,545 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.00% | 0.00% | 2,318 | 2,318 | 100.00% | 234,048 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 2,212 | 2,212 | 100.00% | 223,346 | Jun 30, 2024 |
WEISS ASSET MANAGEMENT LP | 0.00% | 0.01% | 2,100 | 2,100 | 100.00% | 212,037 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.03% | 1,723 | 1,723 | 100.00% | 174,018 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.01% | 952 | 952 | 100.00% | 96,123 | Jun 30, 2024 |
Y.D. MORE INVESTMENTS LTD | 0.00% | 0.01% | 950 | 950 | 100.00% | 95,922 | Jun 30, 2024 |
HARVEST FUND MANAGEMENT CO., LTD | 0.00% | 0.01% | 888 | 888 | 100.00% | 90,000 | Jun 30, 2024 |
VESTCOR INC | 0.00% | 0.00% | 873 | 873 | 100.00% | 88,000 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.00% | 0.00% | 700 | 700 | 100.00% | 70,679 | Jun 30, 2024 |
FAMILY FIRM, INC. | 0.00% | 0.01% | 327 | 327 | 100.00% | 33,040 | Jun 30, 2024 |
COHEN & STEERS, INC. | 0.00% | - | 227 | 227 | 100.00% | 23,000 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.00% | - | 200 | 200 | 100.00% | 20,194 | Jun 30, 2024 |
0.00% | 0.01% | 158 | 158 | 100.00% | 16,125 | Jun 30, 2024 | |
GHP INVESTMENT ADVISORS, INC. | - | 0.00% | 18 | 18 | 100.00% | 1,818 | Jun 30, 2024 |
RIDGEWOOD INVESTMENTS LLC | - | 0.00% | 9 | 9 | 100.00% | 871 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 8 | 8 | 100.00% | 808 | Jun 30, 2024 |
HARBOR INVESTMENT ADVISORY, LLC | - | - | 1 | 1 | 100.00% | 101 | Jun 30, 2024 |
RUEDI WEALTH MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 101 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
APG ASSET MANAGEMENT US INC. | - | - | - | -470,232 | -100.00% | - | Jun 30, 2024 |
CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -72,105 | -100.00% | - | Jun 30, 2024 |
DAVIS SELECTED ADVISERS | - | - | - | -61,360 | -100.00% | - | Jun 30, 2024 |
LONG POND CAPITAL, LP | - | - | - | -60,000 | -100.00% | - | Jun 30, 2024 |
PEARL RIVER CAPITAL, LLC | - | - | - | -21,246 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -19,272 | -100.00% | - | Jun 30, 2024 |
1832 ASSET MANAGEMENT L.P. | - | - | - | -17,300 | -100.00% | - | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -14,095 | -100.00% | - | Jun 30, 2024 |
MERIDIAN WEALTH MANAGEMENT, LLC | - | - | - | -11,617 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -8,146 | -100.00% | - | Jun 30, 2024 |
AXS INVESTMENTS LLC | - | - | - | -7,406 | -100.00% | - | Jun 30, 2024 |
CHARTWELL INVESTMENT PARTNERS, LLC | - | - | - | -6,379 | -100.00% | - | Jun 30, 2024 |
ENTROPY TECHNOLOGIES, LP | - | - | - | -5,899 | -100.00% | - | Jun 30, 2024 |
BAILARD, INC. | - | - | - | -5,817 | -100.00% | - | Jun 30, 2024 |
DOUBLELINE ETF ADVISER LP | - | - | - | -5,604 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -5,231 | -100.00% | - | Jun 30, 2024 |
VANDERBILT UNIVERSITY | - | - | - | -5,123 | -100.00% | - | Jun 30, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | - | - | - | -4,662 | -100.00% | - | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | - | - | - | -4,623 | -100.00% | - | Jun 30, 2024 |
MACHINA CAPITAL S.A.S. | - | - | - | -3,373 | -100.00% | - | Jun 30, 2024 |
KAPITALO INVESTIMENTOS LTDA | - | - | - | -2,427 | -100.00% | - | Jun 30, 2024 |
GOTHAM ASSET MANAGEMENT, LLC | - | - | - | -2,271 | -100.00% | - | Jun 30, 2024 |
WETHERBY ASSET MANAGEMENT INC | - | - | - | -2,087 | -100.00% | - | Jun 30, 2024 |
MITSUBISHI UFJ TRUST & BANKING CORP | - | - | - | -734 | -100.00% | - | Jun 30, 2024 |
NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
BROOKFIELD CORP /ON/ | - | - | - | -465 | -100.00% | - | Jun 30, 2024 |
LOGAN CAPITAL MANAGEMENT INC | - | - | - | -202 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -125 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -88 | -100.00% | - | Jun 30, 2024 |
YHB INVESTMENT ADVISORS, INC. | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
AVION WEALTH | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
COLONIAL TRUST ADVISORS | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
JFS WEALTH ADVISORS, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Federal Realty Investment Trust Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
HIGHLAND FUNDS II | 168.94% | 2,500,000 | - | - | Dec 31, 2023 |
Cohen & Steers Real Estate Opportunities & Income Fund | 1.90% | 4,400,000 | - | - | Dec 31, 2023 |
Manager Directed Portfolios | 1.33% | 217,000 | - | - | Jan 31, 2024 |
Cohen & Steers Real Assets Fund, Inc. | 0.96% | 3,245,000 | - | - | Dec 31, 2023 |
T. Rowe Price Corporate Income Fund, Inc. | 0.94% | 5,545,000 | - | - | Feb 29, 2024 |
Manager Directed Portfolios | 0.92% | 150,000 | - | - | Jan 31, 2024 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.84% | 1,310,000 | - | - | Feb 29, 2024 |
COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.79% | 350,000 | - | - | Dec 31, 2023 |
VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
Nuveen Real Asset Income & Growth Fund | 0.72% | 1,900,000 | - | - | Mar 31, 2024 |
T. Rowe Price Real Estate Fund, Inc. | 0.70% | 149,696 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.62% | 325,000 | - | - | Mar 31, 2024 |
CALAMOS ADVISORS TRUST/IL | 0.62% | 45,000 | 45,000 | - | Mar 31, 2024 |
COHEN & STEERS REALTY SHARES INC | 0.57% | 749,205 | - | - | Dec 31, 2023 |
NUVEEN REAL ESTATE INCOME FUND | 0.56% | 76,350 | - | - | Mar 31, 2024 |
Innovator ETFs Trust II | 0.54% | 193,923 | - | - | Jul 31, 2021 |
Virtus Equity & Convertible Income Fund | 0.47% | 925,000 | 925,000 | - | Jan 31, 2024 |
Virtus Dividend, Interest & Premium Strategy Fund | 0.46% | 1,100,000 | 1,100,000 | - | Jan 31, 2024 |
COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.45% | 200,000 | - | - | Dec 31, 2023 |
COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.45% | 200,000 | - | - | Dec 31, 2023 |
NUVEEN REAL ESTATE INCOME FUND | 0.44% | 59,810 | 4,400 | 7.94% | Mar 31, 2024 |
RIVERPARK FUNDS TRUST | 0.44% | 3,686,603 | - | - | Dec 31, 2023 |
Virtus Diversified Income & Convertible Fund | 0.40% | 805,000 | 805,000 | - | Jan 31, 2024 |
COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 0.35% | 640,702 | - | - | Dec 31, 2023 |
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 0.30% | 610,204 | - | - | Dec 31, 2023 |
Virtus Convertible & Income Fund II | 0.27% | 1,010,000 | 1,010,000 | - | Jan 31, 2024 |
Virtus Convertible & Income Fund | 0.26% | 1,270,000 | 1,270,000 | - | Jan 31, 2024 |
AGF Investments Trust | 0.25% | -4,672 | - | - | Mar 31, 2024 |
AMERICAN MUTUAL FUND | 0.25% | 2,296,865 | 1,000,000 | 77.11% | Jan 31, 2024 |
PIONEER REAL ESTATE SHARES | 0.24% | 9,275 | - | - | Mar 31, 2023 |
AB GLOBAL REAL ESTATE INVESTMENT FUND INC | 0.22% | 12,120 | - | - | Feb 29, 2024 |
AB GLOBAL REAL ESTATE INVESTMENT FUND INC | 0.22% | 12,120 | - | - | Feb 29, 2024 |
SPIRIT OF AMERICA INVESTMENT FUND INC | 0.22% | 12,400 | - | - | Feb 29, 2024 |
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 0.20% | 396,890 | - | - | Dec 31, 2023 |
COHEN & STEERS REALTY SHARES INC | 0.19% | 243,399 | - | - | Dec 31, 2023 |
Emles Trust | 0.18% | 20,000 | - | - | Sep 30, 2022 |
Manager Directed Portfolios | 0.18% | 28,736 | - | - | Jan 31, 2024 |
STERLING CAPITAL FUNDS | 0.17% | 3,616,000 | - | - | Mar 28, 2024 |
COHEN & STEERS QUALITY INCOME REALTY FUND INC | 0.16% | 1,475,000 | - | - | Dec 31, 2023 |
COHEN & STEERS QUALITY INCOME REALTY FUND INC | 0.15% | 1,350,000 | - | - | Dec 31, 2023 |
T. Rowe Price Real Estate Fund, Inc. | 0.14% | 30,649 | - | - | Mar 31, 2024 |
CGM TRUST | 0.14% | 190,000 | - | - | Sep 30, 2022 |
LEGG MASON PARTNERS INVESTMENT TRUST | 0.14% | 7,100,000 | 7,100,000 | - | Mar 28, 2024 |
VICTORY PORTFOLIOS | 0.14% | 4,380,000 | 4,380,000 | - | Mar 31, 2024 |
AB INSTITUTIONAL FUNDS INC | 0.14% | 24,070 | - | - | Jan 31, 2024 |
AB INSTITUTIONAL FUNDS INC | 0.14% | 24,070 | - | - | Jan 31, 2024 |
JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.14% | 628,735 | - | - | Dec 31, 2023 |
PRAXIS MUTUAL FUNDS | 0.13% | 1,500,000 | - | - | Dec 31, 2023 |
JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.13% | 604,492 | -11,635 | -1.89% | Dec 31, 2023 |
Index Funds | 0.12% | 1,535 | -11 | -0.71% | Dec 31, 2021 |
NUVEEN INVESTMENT FUNDS INC | 0.12% | 4,140,000 | - | - | Mar 31, 2024 |
PIONEER MID CAP VALUE FUND | 0.11% | 19,893 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.11% | 56,927 | - | - | Mar 31, 2024 |
Columbia Funds Variable Series Trust II | 0.11% | 3,435,000 | - | - | Mar 31, 2024 |
CBRE GLOBAL REAL ESTATE INCOME FUND | 0.10% | 109,087 | - | - | Mar 28, 2024 |
Columbia Funds Variable Series Trust II | 0.09% | 3,035,000 | - | - | Mar 31, 2024 |
FIDELITY FINANCIAL TRUST | 0.09% | 1,611,000 | 1,611,000 | - | Feb 29, 2024 |
T. Rowe Price Balanced Fund, Inc. | 0.09% | 1,500,000 | - | - | Mar 31, 2024 |
Natixis Funds Trust IV | 0.09% | 27,100 | - | - | Jan 31, 2024 |
World Funds Trust | 0.08% | 1,000,000 | - | - | Jan 31, 2024 |
CGM TRUST | 0.08% | 110,000 | -10,000 | -8.33% | Sep 30, 2022 |
T. Rowe Price QM U.S. Bond Index Fund, Inc. | 0.07% | 1,000,000 | - | - | Jan 31, 2024 |
Manager Directed Portfolios | 0.07% | 11,153 | - | - | Jan 31, 2024 |
BNY Mellon Investment Funds V, Inc. | 0.07% | 51,550 | - | - | Jan 31, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.06% | 160,000 | - | - | Mar 31, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.06% | 150,000 | - | - | Mar 31, 2024 |
VANGUARD SPECIALIZED FUNDS | 0.06% | 3,294,703 | - | - | Jan 31, 2024 |
AMERICAN CENTURY INVESTMENT TRUST | 0.06% | 7,950,000 | - | - | Mar 31, 2024 |
AMERICAN CENTURY INVESTMENT TRUST | 0.05% | 7,710,000 | - | - | Mar 31, 2024 |
VANGUARD SPECIALIZED FUNDS | 0.05% | 2,963,349 | -61,203 | -2.02% | Jan 31, 2024 |
T. Rowe Price Global Real Estate Fund, Inc. | 0.05% | 4,807 | - | - | Mar 31, 2024 |
T. Rowe Price Global Real Estate Fund, Inc. | 0.05% | 4,686 | - | - | Mar 31, 2024 |
AMERICAN FUNDS CORPORATE BOND FUND | 0.05% | 858,000 | - | - | Feb 29, 2024 |
UNDISCOVERED MANAGERS FUNDS | 0.05% | 348,270 | - | - | Dec 31, 2023 |
DAVIS VARIABLE ACCOUNT FUND INC | 0.05% | 2,570 | - | - | Dec 31, 2023 |
Brookfield Investment Funds | 0.05% | 76,200 | - | - | Mar 31, 2024 |
UNDISCOVERED MANAGERS FUNDS | 0.04% | 322,220 | - | - | Dec 31, 2023 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.04% | 1,273 | - | - | Mar 31, 2024 |
Brookfield Investment Funds | 0.04% | 68,710 | - | - | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.04% | 10,000,000 | - | - | Jan 31, 2024 |
BBH Trust | 0.04% | 3,955,000 | - | - | Jan 31, 2024 |
Guggenheim Enhanced Equity Income Fund | 0.04% | 7,181 | 440 | 6.53% | Sep 30, 2021 |
AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.04% | 380,000 | - | - | Jan 31, 2024 |
Voya Global Advantage & Premium Opportunity Fund | 0.04% | 2,332 | - | - | Feb 29, 2024 |
AMERICAN CENTURY INVESTMENT TRUST | 0.04% | 5,260,000 | - | - | Mar 31, 2024 |
T. Rowe Price Total Return Fund, Inc. | 0.04% | 275,000 | - | - | Feb 29, 2024 |
DAVIS SERIES INC | 0.04% | 41,149 | - | - | Dec 31, 2023 |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.04% | 7,186 | - | - | Feb 29, 2024 |
CALAMOS INVESTMENT TRUST/IL | 0.03% | 3,612,249 | 3,612,249 | - | Jan 31, 2024 |
FIRST INVESTORS EQUITY FUNDS | 0.03% | 183,826 | 183,826 | - | Sep 30, 2019 |
BlackRock ETF Trust | 0.03% | 30,078 | - | - | Jan 31, 2024 |
KP Funds | 0.03% | 1,469,000 | 144,000 | 10.87% | Sep 30, 2020 |
THOMPSON IM FUNDS INC | 0.03% | 500,000 | - | - | Feb 29, 2024 |
DAVIS VARIABLE ACCOUNT FUND INC | 0.03% | 1,670 | 260 | 18.44% | Dec 31, 2023 |
Vanguard Montgomery Funds | 0.03% | 6,683 | - | - | Mar 31, 2024 |
Total Fund Solution | 0.03% | 9,860 | - | - | Mar 31, 2024 |
Innovator ETFs Trust II | 0.03% | 9,431 | - | - | Jul 31, 2021 |
CAPITAL INCOME BUILDER | 0.03% | 5,735,000 | - | - | Jan 31, 2024 |
Index Funds | 0.02% | 191 | -4 | -2.05% | Mar 31, 2024 |
SPDR S&P 500 ETF TRUST | 0.02% | 892,194 | -19,228 | -2.11% | Mar 31, 2024 |
Federal Realty Investment Trust Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 440 | -1.57% |
31 Mar, 24 | 447 | -1.76% |
31 Dec, 23 | 455 | 9.64% |
30 Sep, 23 | 415 | -1.89% |
30 Jun, 23 | 423 | -4.73% |
31 Mar, 23 | 444 | 2.30% |
31 Dec, 22 | 434 | 10.43% |
30 Sep, 22 | 393 | -2.96% |
30 Jun, 22 | 405 | - |
31 Mar, 22 | 405 | 16.38% |
31 Dec, 21 | 348 | -18.31% |
30 Sep, 21 | 426 | 4.93% |
30 Jun, 21 | 406 | 1.25% |
31 Mar, 21 | 401 | 3.62% |
31 Dec, 20 | 387 | 6.32% |
30 Sep, 20 | 364 | -7.38% |
30 Jun, 20 | 393 | 0.51% |
31 Mar, 20 | 391 | -9.07% |
31 Dec, 19 | 430 | -2.49% |
30 Sep, 19 | 441 | 1.61% |
30 Jun, 19 | 434 | 3.33% |
31 Mar, 19 | 420 | 0.48% |
31 Dec, 18 | 418 | 0.72% |
30 Sep, 18 | 415 | - |
30 Jun, 18 | 415 | 4.01% |
31 Mar, 18 | 399 | - |
31 Dec, 17 | 399 | 5.84% |
30 Sep, 17 | 377 | 2.72% |
30 Jun, 17 | 367 | -5.90% |
31 Mar, 17 | 390 | -1.76% |
31 Dec, 16 | 397 | -1.49% |
30 Sep, 16 | 403 | 0.50% |
30 Jun, 16 | 401 | 5.25% |
31 Mar, 16 | 381 | 10.76% |
31 Dec, 15 | 344 | 1.78% |
30 Sep, 15 | 338 | 4.97% |
30 Jun, 15 | 322 | -3.01% |
31 Mar, 15 | 332 | 0.30% |
31 Dec, 14 | 331 | 6.77% |
30 Sep, 14 | 310 | 0.65% |
30 Jun, 14 | 308 | - |
31 Mar, 14 | 308 | -1.28% |
31 Dec, 13 | 312 | 8.33% |
30 Sep, 13 | 288 | -2.37% |
30 Jun, 13 | 295 | 100.68% |
31 Mar, 13 | 147 | -2.65% |
31 Dec, 12 | 151 | 8.63% |
30 Sep, 12 | 139 | 9.45% |
30 Jun, 12 | 127 | -3.05% |
31 Mar, 12 | 131 | 8.26% |
31 Dec, 11 | 121 | 19.80% |
30 Sep, 11 | 101 | 6.32% |
30 Jun, 11 | 95 | -2.06% |
31 Mar, 11 | 97 | 4.30% |
31 Dec, 10 | 93 | -2.11% |
30 Sep, 10 | 95 | -1.04% |
30 Jun, 10 | 96 | 17.07% |
31 Mar, 10 | 82 | 2.50% |
31 Dec, 09 | 80 | -3.61% |
30 Sep, 09 | 83 | - |
30 Jun, 09 | 83 | 3.75% |
31 Mar, 09 | 80 | -5.88% |
31 Dec, 08 | 85 | 18.06% |
30 Sep, 08 | 72 | -6.49% |
30 Jun, 08 | 77 | 1.32% |
31 Mar, 08 | 76 | 7.04% |
31 Dec, 07 | 71 | 22.41% |
30 Sep, 07 | 58 | 18.37% |
30 Jun, 07 | 49 | 4.26% |
31 Mar, 07 | 47 | -9.62% |
31 Dec, 06 | 52 | 10.64% |
30 Sep, 06 | 47 | -4.08% |
30 Jun, 06 | 49 | -3.92% |
31 Mar, 06 | 51 | 34.21% |
31 Dec, 05 | 38 | - |
30 Sep, 05 | 38 | -11.63% |
30 Jun, 05 | 43 | 30.30% |
31 Mar, 05 | 33 | -2.94% |
31 Dec, 04 | 34 | 17.24% |
30 Sep, 04 | 29 | -6.45% |
30 Jun, 04 | 31 | 3.33% |
31 Mar, 04 | 30 | 15.38% |
31 Dec, 03 | 26 | 13.04% |
30 Sep, 03 | 23 | -8.00% |
30 Jun, 03 | 25 | 13.64% |
31 Mar, 03 | 22 | 4.76% |
31 Dec, 02 | 21 | 23.53% |
30 Sep, 02 | 17 | -10.53% |
30 Jun, 02 | 19 | 5.56% |
31 Mar, 02 | 18 | 38.46% |
31 Dec, 01 | 13 | -18.75% |
30 Sep, 01 | 16 | -20.00% |
30 Jun, 01 | 20 | 5.26% |
31 Mar, 01 | 19 | 18.75% |
31 Dec, 00 | 16 | - |
30 Sep, 00 | 16 | -5.88% |
30 Jun, 00 | 17 | 30.77% |
31 Mar, 00 | 13 | 8.33% |
31 Dec, 99 | 12 | 9.09% |
30 Sep, 99 | 11 | -26.67% |
30 Jun, 99 | 15 | 25.00% |
31 Mar, 99 | 12 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 78,891,564 | 9.33% |
31 Mar, 24 | 72,158,068 | -7.20% |
31 Dec, 23 | 77,755,244 | 8.82% |
30 Sep, 23 | 71,453,650 | -9.42% |
30 Jun, 23 | 78,884,744 | 1.08% |
31 Mar, 23 | 78,045,524 | -0.96% |
31 Dec, 22 | 78,798,820 | 1.98% |
30 Sep, 22 | 77,269,171 | 3.11% |
30 Jun, 22 | 74,939,557 | 2.26% |
31 Mar, 22 | 73,280,220 | 31.25% |
31 Dec, 21 | 55,833,196 | -25.06% |
30 Sep, 21 | 74,503,751 | -0.76% |
30 Jun, 21 | 75,072,143 | 1.84% |
31 Mar, 21 | 73,716,930 | 3.18% |
31 Dec, 20 | 71,448,308 | -1.57% |
30 Sep, 20 | 72,590,265 | 2.26% |
30 Jun, 20 | 70,985,778 | 0.43% |
31 Mar, 20 | 70,685,258 | 0.23% |
31 Dec, 19 | 70,522,753 | 0.09% |
30 Sep, 19 | 70,461,447 | -0.31% |
30 Jun, 19 | 70,683,712 | -1.00% |
31 Mar, 19 | 71,400,876 | 0.58% |
31 Dec, 18 | 70,987,291 | 0.61% |
30 Sep, 18 | 70,559,333 | -0.15% |
30 Jun, 18 | 70,662,872 | -1.06% |
31 Mar, 18 | 71,417,107 | -0.15% |
31 Dec, 17 | 71,523,982 | 0.01% |
30 Sep, 17 | 71,516,625 | 1.03% |
30 Jun, 17 | 70,790,477 | 1.71% |
31 Mar, 17 | 69,602,742 | 2.38% |
31 Dec, 16 | 67,983,394 | -0.06% |
30 Sep, 16 | 68,022,328 | -0.04% |
30 Jun, 16 | 68,050,322 | -3.89% |
31 Mar, 16 | 70,801,701 | 2.50% |
31 Dec, 15 | 69,076,529 | -12.91% |
30 Sep, 15 | 79,311,707 | 17.14% |
30 Jun, 15 | 67,706,704 | 0.33% |
31 Mar, 15 | 67,481,082 | 1.09% |
31 Dec, 14 | 66,751,548 | -1.30% |
30 Sep, 14 | 67,631,249 | 2.30% |
30 Jun, 14 | 66,108,123 | -1.03% |
31 Mar, 14 | 66,794,590 | -0.55% |
31 Dec, 13 | 67,163,890 | 4.97% |
30 Sep, 13 | 63,985,013 | 6.05% |
30 Jun, 13 | 60,333,263 | 161.15% |
31 Mar, 13 | 23,102,562 | -13.41% |
31 Dec, 12 | 26,680,686 | 19.43% |
30 Sep, 12 | 22,340,644 | 2.11% |
30 Jun, 12 | 21,879,686 | -19.23% |
31 Mar, 12 | 27,088,933 | 16.01% |
31 Dec, 11 | 23,350,516 | 18.55% |
30 Sep, 11 | 19,696,717 | -30.03% |
30 Jun, 11 | 28,151,588 | -4.75% |
31 Mar, 11 | 29,555,062 | 27.80% |
31 Dec, 10 | 23,126,770 | 18.25% |
30 Sep, 10 | 19,556,946 | -4.71% |
30 Jun, 10 | 20,523,510 | 4.82% |
31 Mar, 10 | 19,579,302 | 13.61% |
31 Dec, 09 | 17,233,981 | -12.24% |
30 Sep, 09 | 19,637,956 | -5.48% |
30 Jun, 09 | 20,776,012 | -4.98% |
31 Mar, 09 | 21,865,346 | -13.87% |
31 Dec, 08 | 25,386,496 | 14.85% |
30 Sep, 08 | 22,103,746 | 75.20% |
30 Jun, 08 | 12,616,483 | 8.79% |
31 Mar, 08 | 11,597,413 | -25.48% |
31 Dec, 07 | 15,562,932 | 62.90% |
30 Sep, 07 | 9,553,696 | 26.31% |
30 Jun, 07 | 7,563,447 | 15.60% |
31 Mar, 07 | 6,542,850 | -16.72% |
31 Dec, 06 | 7,856,601 | 3.21% |
30 Sep, 06 | 7,612,113 | 25.82% |
30 Jun, 06 | 6,050,191 | -15.60% |
31 Mar, 06 | 7,168,309 | 5.32% |
31 Dec, 05 | 6,806,304 | 9.16% |
30 Sep, 05 | 6,235,218 | -26.18% |
30 Jun, 05 | 8,446,449 | 59.31% |
31 Mar, 05 | 5,302,053 | 25.20% |
31 Dec, 04 | 4,234,762 | 23.26% |
30 Sep, 04 | 3,435,737 | 9.33% |
30 Jun, 04 | 3,142,670 | 64.06% |
31 Mar, 04 | 1,915,558 | -8.65% |
31 Dec, 03 | 2,097,035 | -18.49% |
30 Sep, 03 | 2,572,750 | -7.97% |
30 Jun, 03 | 2,795,476 | -23.41% |
31 Mar, 03 | 3,650,030 | -30.21% |
31 Dec, 02 | 5,229,949 | 91.62% |
30 Sep, 02 | 2,729,300 | -23.76% |
30 Jun, 02 | 3,579,892 | 84.83% |
31 Mar, 02 | 1,936,890 | 10.97% |
31 Dec, 01 | 1,745,470 | 53.51% |
30 Sep, 01 | 1,137,068 | -63.42% |
30 Jun, 01 | 3,108,395 | 16.12% |
31 Mar, 01 | 2,676,816 | 28.91% |
31 Dec, 00 | 2,076,574 | -34.62% |
30 Sep, 00 | 3,176,356 | -13.54% |
30 Jun, 00 | 3,673,713 | -27.90% |
31 Mar, 00 | 5,094,981 | 62.86% |
31 Dec, 99 | 3,128,445 | -8.93% |
30 Sep, 99 | 3,435,060 | -27.46% |
30 Jun, 99 | 4,735,075 | 4.13% |
31 Mar, 99 | 4,547,056 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 95.50% | 1.25% |
31 Mar, 24 | 87.35% | 0.96% |
31 Dec, 23 | 95.62% | 1.24% |
30 Sep, 23 | 87.92% | 0.93% |
30 Jun, 23 | 97.13% | 1.05% |
31 Mar, 23 | 96.19% | 1.02% |
31 Dec, 22 | 97.32% | 1.06% |
30 Sep, 22 | 95.67% | 1.07% |
30 Jun, 22 | 94.62% | 1.08% |
31 Mar, 22 | 93.41% | 1.79% |
31 Dec, 21 | 72.20% | 0.78% |
30 Sep, 21 | 96.15% | 1.02% |
30 Jun, 21 | 96.90% | 1.05% |
31 Mar, 21 | 95.93% | 1.07% |
31 Dec, 20 | 94.75% | 1.00% |
30 Sep, 20 | 97.43% | 1.10% |
30 Jun, 20 | 94.15% | 1.07% |
31 Mar, 20 | 93.80% | 1.05% |
31 Dec, 19 | 94.32% | 1.06% |
30 Sep, 19 | 94.16% | 1.05% |
30 Jun, 19 | 94.61% | 1.02% |
31 Mar, 19 | 96.23% | 1.03% |
31 Dec, 18 | 96.88% | 1.05% |
30 Sep, 18 | 96.13% | 1.03% |
30 Jun, 18 | 96.81% | 1.01% |
31 Mar, 18 | 97.96% | 1.01% |
31 Dec, 17 | 98.63% | 1.00% |
30 Sep, 17 | 99.20% | 1.03% |
30 Jun, 17 | 98.32% | 1.05% |
31 Mar, 17 | 96.86% | 1.08% |
31 Dec, 16 | 94.91% | 1.04% |
30 Sep, 16 | 95.38% | 1.03% |
30 Jun, 16 | 96.12% | 0.93% |
31 Mar, 16 | 101.48% | 1.02% |
31 Dec, 15 | 99.71% | 0.75% |
30 Sep, 15 | 114.93% | 1.18% |
30 Jun, 15 | 98.80% | 1.01% |
31 Mar, 15 | 98.70% | 1.00% |
31 Dec, 14 | 99.15% | 0.99% |
30 Sep, 14 | 100.11% | 1.03% |
30 Jun, 14 | 98.51% | 0.98% |
31 Mar, 14 | 100.27% | 0.95% |
31 Dec, 13 | 102.81% | 1.08% |
30 Sep, 13 | 97.68% | 1.14% |
30 Jun, 13 | 92.61% | 7.26% |
31 Mar, 13 | 35.71% | 2.08% |
31 Dec, 12 | 41.44% | 3.40% |
30 Sep, 12 | 34.90% | 2.96% |
30 Jun, 12 | 34.35% | 1.88% |
31 Mar, 12 | 42.72% | 3.13% |
31 Dec, 11 | 36.93% | 3.76% |
30 Sep, 11 | 31.36% | 1.53% |
30 Jun, 11 | 45.25% | 1.96% |
31 Mar, 11 | 48.08% | 3.37% |
31 Dec, 10 | 37.76% | 3.70% |
30 Sep, 10 | 31.95% | 2.84% |
30 Jun, 10 | 33.55% | 3.27% |
31 Mar, 10 | 32.05% | 4.02% |
31 Dec, 09 | 28.24% | 2.64% |
30 Sep, 09 | 32.72% | 2.63% |
30 Jun, 09 | 35.26% | 2.55% |
31 Mar, 09 | 37.16% | 1.99% |
31 Dec, 08 | 43.18% | 3.03% |
30 Sep, 08 | 37.74% | 8.15% |
30 Jun, 08 | 21.52% | 5.48% |
31 Mar, 08 | 19.82% | 2.58% |
31 Dec, 07 | 27.74% | 9.63% |
30 Sep, 07 | 16.97% | 9.36% |
30 Jun, 07 | 13.47% | 9.51% |
31 Mar, 07 | 11.90% | 5.83% |
31 Dec, 06 | 14.28% | 6.83% |
30 Sep, 06 | 14.46% | 11.02% |
30 Jun, 06 | 11.46% | 6.29% |
31 Mar, 06 | 13.49% | 8.04% |
31 Dec, 05 | 12.96% | 9.18% |
30 Sep, 05 | 11.88% | 4.54% |
30 Jun, 05 | 16.17% | 16.05% |
31 Mar, 05 | 10.04% | 14.56% |
31 Dec, 04 | 8.30% | 18.75% |
30 Sep, 04 | 6.65% | 17.77% |
30 Jun, 04 | 6.12% | 40.31% |
31 Mar, 04 | 3.90% | 21.35% |
31 Dec, 03 | 4.27% | 15.46% |
30 Sep, 03 | 5.26% | 14.96% |
30 Jun, 03 | 5.93% | 8.72% |
31 Mar, 03 | 8.24% | 5.22% |
31 Dec, 02 | 12.56% | 30.90% |
30 Sep, 02 | 6.38% | 8.28% |
30 Jun, 02 | 8.77% | 36.87% |
31 Mar, 02 | 4.88% | 24.95% |
31 Dec, 01 | 4.42% | 52.95% |
30 Sep, 01 | 2.89% | 4.55% |
30 Jun, 01 | 7.97% | 16.77% |
31 Mar, 01 | 6.90% | 24.07% |
31 Dec, 00 | 5.35% | 7.94% |
30 Sep, 00 | 8.21% | 9.06% |
30 Jun, 00 | 9.52% | 5.70% |
31 Mar, 00 | 12.92% | 20.53% |
31 Dec, 99 | 7.93% | 10.41% |
30 Sep, 99 | 8.73% | 6.44% |
30 Jun, 99 | 11.64% | 9.01% |
31 Mar, 99 | 11.37% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 210 | 0.48% |
31 Mar, 24 | 209 | -9.91% |
31 Dec, 23 | 232 | 16.58% |
30 Sep, 23 | 199 | -3.40% |
30 Jun, 23 | 206 | -12.71% |
31 Mar, 23 | 236 | -1.26% |
31 Dec, 22 | 239 | 18.32% |
30 Sep, 22 | 202 | -3.81% |
30 Jun, 22 | 210 | -14.63% |
31 Mar, 22 | 246 | 43.02% |
31 Dec, 21 | 172 | -16.10% |
30 Sep, 21 | 205 | 0.49% |
30 Jun, 21 | 204 | -0.49% |
31 Mar, 21 | 205 | 7.33% |
31 Dec, 20 | 191 | 17.90% |
30 Sep, 20 | 162 | -14.74% |
30 Jun, 20 | 190 | 0.53% |
31 Mar, 20 | 189 | -9.57% |
31 Dec, 19 | 209 | 10.58% |
30 Sep, 19 | 189 | -13.70% |
30 Jun, 19 | 219 | 14.66% |
31 Mar, 19 | 191 | -3.54% |
31 Dec, 18 | 198 | 13.79% |
30 Sep, 18 | 174 | -1.69% |
30 Jun, 18 | 177 | -8.76% |
31 Mar, 18 | 194 | 1.04% |
31 Dec, 17 | 192 | 15.66% |
30 Sep, 17 | 166 | - |
30 Jun, 17 | 166 | -14.43% |
31 Mar, 17 | 194 | -3.48% |
31 Dec, 16 | 201 | 5.79% |
30 Sep, 16 | 190 | -6.40% |
30 Jun, 16 | 203 | 6.84% |
31 Mar, 16 | 190 | 7.95% |
31 Dec, 15 | 176 | 11.39% |
30 Sep, 15 | 158 | 12.86% |
30 Jun, 15 | 140 | 6.87% |
31 Mar, 15 | 131 | -13.25% |
31 Dec, 14 | 151 | 10.22% |
30 Sep, 14 | 137 | -1.44% |
30 Jun, 14 | 139 | -12.58% |
31 Mar, 14 | 159 | 21.37% |
31 Dec, 13 | 131 | 8.26% |
30 Sep, 13 | 121 | -43.98% |
30 Jun, 13 | 216 | 154.12% |
31 Mar, 13 | 85 | 16.44% |
31 Dec, 12 | 73 | 4.29% |
30 Sep, 12 | 70 | 18.64% |
30 Jun, 12 | 59 | -4.84% |
31 Mar, 12 | 62 | -11.43% |
31 Dec, 11 | 70 | 45.83% |
30 Sep, 11 | 48 | 11.63% |
30 Jun, 11 | 43 | -10.42% |
31 Mar, 11 | 48 | -2.04% |
31 Dec, 10 | 49 | 40.00% |
30 Sep, 10 | 35 | -33.96% |
30 Jun, 10 | 53 | 32.50% |
31 Mar, 10 | 40 | -2.44% |
31 Dec, 09 | 41 | -6.82% |
30 Sep, 09 | 44 | -6.38% |
30 Jun, 09 | 47 | 2.17% |
31 Mar, 09 | 46 | -14.81% |
31 Dec, 08 | 54 | 74.19% |
30 Sep, 08 | 31 | -34.04% |
30 Jun, 08 | 47 | -4.08% |
31 Mar, 08 | 49 | 8.89% |
31 Dec, 07 | 45 | 21.62% |
30 Sep, 07 | 37 | 68.18% |
30 Jun, 07 | 22 | 4.76% |
31 Mar, 07 | 21 | -38.24% |
31 Dec, 06 | 34 | 30.77% |
30 Sep, 06 | 26 | -3.70% |
30 Jun, 06 | 27 | -10.00% |
31 Mar, 06 | 30 | 30.43% |
31 Dec, 05 | 23 | 35.29% |
30 Sep, 05 | 17 | -45.16% |
30 Jun, 05 | 31 | 72.22% |
31 Mar, 05 | 18 | -10.00% |
31 Dec, 04 | 20 | 25.00% |
30 Sep, 04 | 16 | -15.79% |
30 Jun, 04 | 19 | -13.64% |
31 Mar, 04 | 22 | 46.67% |
31 Dec, 03 | 15 | 36.36% |
30 Sep, 03 | 11 | -15.38% |
30 Jun, 03 | 13 | -7.14% |
31 Mar, 03 | 14 | -6.67% |
31 Dec, 02 | 15 | 36.36% |
30 Sep, 02 | 11 | -8.33% |
30 Jun, 02 | 12 | 20.00% |
31 Mar, 02 | 10 | 25.00% |
31 Dec, 01 | 8 | 60.00% |
30 Sep, 01 | 5 | -50.00% |
30 Jun, 01 | 10 | - |
31 Mar, 01 | 10 | 66.67% |
31 Dec, 00 | 6 | 50.00% |
30 Sep, 00 | 4 | -55.56% |
30 Jun, 00 | 9 | 12.50% |
31 Mar, 00 | 8 | 14.29% |
31 Dec, 99 | 7 | - |
30 Sep, 99 | 7 | -30.00% |
30 Jun, 99 | 10 | -16.67% |
31 Mar, 99 | 12 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 150 | -4.46% |
31 Mar, 24 | 157 | 4.67% |
31 Dec, 23 | 150 | 11.11% |
30 Sep, 23 | 135 | 6.30% |
30 Jun, 23 | 127 | 3.25% |
31 Mar, 23 | 123 | -6.82% |
31 Dec, 22 | 132 | 5.60% |
30 Sep, 22 | 125 | -3.85% |
30 Jun, 22 | 130 | 25.00% |
31 Mar, 22 | 104 | -7.14% |
31 Dec, 21 | 112 | -10.40% |
30 Sep, 21 | 125 | 3.31% |
30 Jun, 21 | 121 | - |
31 Mar, 21 | 121 | -12.95% |
31 Dec, 20 | 139 | - |
30 Sep, 20 | 139 | 2.21% |
30 Jun, 20 | 136 | -7.48% |
31 Mar, 20 | 147 | 4.26% |
31 Dec, 19 | 141 | -15.06% |
30 Sep, 19 | 166 | 25.76% |
30 Jun, 19 | 132 | -13.16% |
31 Mar, 19 | 152 | 1.33% |
31 Dec, 18 | 150 | 3.45% |
30 Sep, 18 | 145 | -5.23% |
30 Jun, 18 | 153 | 22.40% |
31 Mar, 18 | 125 | -8.09% |
31 Dec, 17 | 136 | 6.25% |
30 Sep, 17 | 128 | -7.25% |
30 Jun, 17 | 138 | 3.76% |
31 Mar, 17 | 133 | -2.21% |
31 Dec, 16 | 136 | 1.49% |
30 Sep, 16 | 134 | 11.67% |
30 Jun, 16 | 120 | -6.98% |
31 Mar, 16 | 129 | 26.47% |
31 Dec, 15 | 102 | 3.03% |
30 Sep, 15 | 99 | -13.91% |
30 Jun, 15 | 115 | -10.16% |
31 Mar, 15 | 128 | 4.92% |
31 Dec, 14 | 122 | 15.09% |
30 Sep, 14 | 106 | 1.92% |
30 Jun, 14 | 104 | 19.54% |
31 Mar, 14 | 87 | -28.10% |
31 Dec, 13 | 121 | 4.31% |
30 Sep, 13 | 116 | 169.77% |
30 Jun, 13 | 43 | 13.16% |
31 Mar, 13 | 38 | -20.83% |
31 Dec, 12 | 48 | 45.45% |
30 Sep, 12 | 33 | -21.43% |
30 Jun, 12 | 42 | -8.70% |
31 Mar, 12 | 46 | 58.62% |
31 Dec, 11 | 29 | -12.12% |
30 Sep, 11 | 33 | -10.81% |
30 Jun, 11 | 37 | 8.82% |
31 Mar, 11 | 34 | 17.24% |
31 Dec, 10 | 29 | -27.50% |
30 Sep, 10 | 40 | 53.85% |
30 Jun, 10 | 26 | -3.70% |
31 Mar, 10 | 27 | 3.85% |
31 Dec, 09 | 26 | -3.70% |
30 Sep, 09 | 27 | 8.00% |
30 Jun, 09 | 25 | 13.64% |
31 Mar, 09 | 22 | 29.41% |
31 Dec, 08 | 17 | -34.62% |
30 Sep, 08 | 26 | 73.33% |
30 Jun, 08 | 15 | -16.67% |
31 Mar, 08 | 18 | 38.46% |
31 Dec, 07 | 13 | 44.44% |
30 Sep, 07 | 9 | -57.14% |
30 Jun, 07 | 21 | 75.00% |
31 Mar, 07 | 12 | 9.09% |
31 Dec, 06 | 11 | -8.33% |
30 Sep, 06 | 12 | 9.09% |
30 Jun, 06 | 11 | -21.43% |
31 Mar, 06 | 14 | 75.00% |
31 Dec, 05 | 8 | -33.33% |
30 Sep, 05 | 12 | 71.43% |
30 Jun, 05 | 7 | -22.22% |
31 Mar, 05 | 9 | -10.00% |
31 Dec, 04 | 10 | 42.86% |
30 Sep, 04 | 7 | 16.67% |
30 Jun, 04 | 6 | 100.00% |
31 Mar, 04 | 3 | -50.00% |
31 Dec, 03 | 6 | -14.29% |
30 Sep, 03 | 7 | - |
30 Jun, 03 | 7 | 16.67% |
31 Mar, 03 | 6 | 50.00% |
31 Dec, 02 | 4 | - |
30 Sep, 02 | 4 | - |
30 Jun, 02 | 4 | - |
31 Mar, 02 | 4 | - |
31 Dec, 01 | 4 | -20.00% |
30 Sep, 01 | 5 | - |
30 Jun, 01 | 5 | - |
31 Mar, 01 | 5 | 25.00% |
31 Dec, 00 | 4 | -50.00% |
30 Sep, 00 | 8 | 300.00% |
30 Jun, 00 | 2 | 100.00% |
31 Mar, 00 | 1 | -66.67% |
31 Dec, 99 | 3 | 50.00% |
30 Sep, 99 | 2 | - |
30 Jun, 99 | 2 | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 440 | -1.57% | 78,891,564 | 9.33% | 95.50% | 1.25% | 210 | 0.48% | 150 | -4.46% |
31 Mar, 24 | 447 | -1.76% | 72,158,068 | -7.20% | 87.35% | 0.96% | 209 | -9.91% | 157 | 4.67% |
31 Dec, 23 | 455 | 9.64% | 77,755,244 | 8.82% | 95.62% | 1.24% | 232 | 16.58% | 150 | 11.11% |
30 Sep, 23 | 415 | -1.89% | 71,453,650 | -9.42% | 87.92% | 0.93% | 199 | -3.40% | 135 | 6.30% |
30 Jun, 23 | 423 | -4.73% | 78,884,744 | 1.08% | 97.13% | 1.05% | 206 | -12.71% | 127 | 3.25% |
31 Mar, 23 | 444 | 2.30% | 78,045,524 | -0.96% | 96.19% | 1.02% | 236 | -1.26% | 123 | -6.82% |
31 Dec, 22 | 434 | 10.43% | 78,798,820 | 1.98% | 97.32% | 1.06% | 239 | 18.32% | 132 | 5.60% |
30 Sep, 22 | 393 | -2.96% | 77,269,171 | 3.11% | 95.67% | 1.07% | 202 | -3.81% | 125 | -3.85% |
30 Jun, 22 | 405 | - | 74,939,557 | 2.26% | 94.62% | 1.08% | 210 | -14.63% | 130 | 25.00% |
31 Mar, 22 | 405 | 16.38% | 73,280,220 | 31.25% | 93.41% | 1.79% | 246 | 43.02% | 104 | -7.14% |
31 Dec, 21 | 348 | -18.31% | 55,833,196 | -25.06% | 72.20% | 0.78% | 172 | -16.10% | 112 | -10.40% |
30 Sep, 21 | 426 | 4.93% | 74,503,751 | -0.76% | 96.15% | 1.02% | 205 | 0.49% | 125 | 3.31% |
30 Jun, 21 | 406 | 1.25% | 75,072,143 | 1.84% | 96.90% | 1.05% | 204 | -0.49% | 121 | - |
31 Mar, 21 | 401 | 3.62% | 73,716,930 | 3.18% | 95.93% | 1.07% | 205 | 7.33% | 121 | -12.95% |
31 Dec, 20 | 387 | 6.32% | 71,448,308 | -1.57% | 94.75% | 1.00% | 191 | 17.90% | 139 | - |
30 Sep, 20 | 364 | -7.38% | 72,590,265 | 2.26% | 97.43% | 1.10% | 162 | -14.74% | 139 | 2.21% |
30 Jun, 20 | 393 | 0.51% | 70,985,778 | 0.43% | 94.15% | 1.07% | 190 | 0.53% | 136 | -7.48% |
31 Mar, 20 | 391 | -9.07% | 70,685,258 | 0.23% | 93.80% | 1.05% | 189 | -9.57% | 147 | 4.26% |
31 Dec, 19 | 430 | -2.49% | 70,522,753 | 0.09% | 94.32% | 1.06% | 209 | 10.58% | 141 | -15.06% |
30 Sep, 19 | 441 | 1.61% | 70,461,447 | -0.31% | 94.16% | 1.05% | 189 | -13.70% | 166 | 25.76% |
30 Jun, 19 | 434 | 3.33% | 70,683,712 | -1.00% | 94.61% | 1.02% | 219 | 14.66% | 132 | -13.16% |
31 Mar, 19 | 420 | 0.48% | 71,400,876 | 0.58% | 96.23% | 1.03% | 191 | -3.54% | 152 | 1.33% |
31 Dec, 18 | 418 | 0.72% | 70,987,291 | 0.61% | 96.88% | 1.05% | 198 | 13.79% | 150 | 3.45% |
30 Sep, 18 | 415 | - | 70,559,333 | -0.15% | 96.13% | 1.03% | 174 | -1.69% | 145 | -5.23% |
30 Jun, 18 | 415 | 4.01% | 70,662,872 | -1.06% | 96.81% | 1.01% | 177 | -8.76% | 153 | 22.40% |
31 Mar, 18 | 399 | - | 71,417,107 | -0.15% | 97.96% | 1.01% | 194 | 1.04% | 125 | -8.09% |
31 Dec, 17 | 399 | 5.84% | 71,523,982 | 0.01% | 98.63% | 1.00% | 192 | 15.66% | 136 | 6.25% |
30 Sep, 17 | 377 | 2.72% | 71,516,625 | 1.03% | 99.20% | 1.03% | 166 | - | 128 | -7.25% |
30 Jun, 17 | 367 | -5.90% | 70,790,477 | 1.71% | 98.32% | 1.05% | 166 | -14.43% | 138 | 3.76% |
31 Mar, 17 | 390 | -1.76% | 69,602,742 | 2.38% | 96.86% | 1.08% | 194 | -3.48% | 133 | -2.21% |
31 Dec, 16 | 397 | -1.49% | 67,983,394 | -0.06% | 94.91% | 1.04% | 201 | 5.79% | 136 | 1.49% |
30 Sep, 16 | 403 | 0.50% | 68,022,328 | -0.04% | 95.38% | 1.03% | 190 | -6.40% | 134 | 11.67% |
30 Jun, 16 | 401 | 5.25% | 68,050,322 | -3.89% | 96.12% | 0.93% | 203 | 6.84% | 120 | -6.98% |
31 Mar, 16 | 381 | 10.76% | 70,801,701 | 2.50% | 101.48% | 1.02% | 190 | 7.95% | 129 | 26.47% |
31 Dec, 15 | 344 | 1.78% | 69,076,529 | -12.91% | 99.71% | 0.75% | 176 | 11.39% | 102 | 3.03% |
30 Sep, 15 | 338 | 4.97% | 79,311,707 | 17.14% | 114.93% | 1.18% | 158 | 12.86% | 99 | -13.91% |
30 Jun, 15 | 322 | -3.01% | 67,706,704 | 0.33% | 98.80% | 1.01% | 140 | 6.87% | 115 | -10.16% |
31 Mar, 15 | 332 | 0.30% | 67,481,082 | 1.09% | 98.70% | 1.00% | 131 | -13.25% | 128 | 4.92% |
31 Dec, 14 | 331 | 6.77% | 66,751,548 | -1.30% | 99.15% | 0.99% | 151 | 10.22% | 122 | 15.09% |
30 Sep, 14 | 310 | 0.65% | 67,631,249 | 2.30% | 100.11% | 1.03% | 137 | -1.44% | 106 | 1.92% |
30 Jun, 14 | 308 | - | 66,108,123 | -1.03% | 98.51% | 0.98% | 139 | -12.58% | 104 | 19.54% |
31 Mar, 14 | 308 | -1.28% | 66,794,590 | -0.55% | 100.27% | 0.95% | 159 | 21.37% | 87 | -28.10% |
31 Dec, 13 | 312 | 8.33% | 67,163,890 | 4.97% | 102.81% | 1.08% | 131 | 8.26% | 121 | 4.31% |
30 Sep, 13 | 288 | -2.37% | 63,985,013 | 6.05% | 97.68% | 1.14% | 121 | -43.98% | 116 | 169.77% |
30 Jun, 13 | 295 | 100.68% | 60,333,263 | 161.15% | 92.61% | 7.26% | 216 | 154.12% | 43 | 13.16% |
31 Mar, 13 | 147 | -2.65% | 23,102,562 | -13.41% | 35.71% | 2.08% | 85 | 16.44% | 38 | -20.83% |
31 Dec, 12 | 151 | 8.63% | 26,680,686 | 19.43% | 41.44% | 3.40% | 73 | 4.29% | 48 | 45.45% |
30 Sep, 12 | 139 | 9.45% | 22,340,644 | 2.11% | 34.90% | 2.96% | 70 | 18.64% | 33 | -21.43% |
30 Jun, 12 | 127 | -3.05% | 21,879,686 | -19.23% | 34.35% | 1.88% | 59 | -4.84% | 42 | -8.70% |
31 Mar, 12 | 131 | 8.26% | 27,088,933 | 16.01% | 42.72% | 3.13% | 62 | -11.43% | 46 | 58.62% |
31 Dec, 11 | 121 | 19.80% | 23,350,516 | 18.55% | 36.93% | 3.76% | 70 | 45.83% | 29 | -12.12% |
30 Sep, 11 | 101 | 6.32% | 19,696,717 | -30.03% | 31.36% | 1.53% | 48 | 11.63% | 33 | -10.81% |
30 Jun, 11 | 95 | -2.06% | 28,151,588 | -4.75% | 45.25% | 1.96% | 43 | -10.42% | 37 | 8.82% |
31 Mar, 11 | 97 | 4.30% | 29,555,062 | 27.80% | 48.08% | 3.37% | 48 | -2.04% | 34 | 17.24% |
31 Dec, 10 | 93 | -2.11% | 23,126,770 | 18.25% | 37.76% | 3.70% | 49 | 40.00% | 29 | -27.50% |
30 Sep, 10 | 95 | -1.04% | 19,556,946 | -4.71% | 31.95% | 2.84% | 35 | -33.96% | 40 | 53.85% |
30 Jun, 10 | 96 | 17.07% | 20,523,510 | 4.82% | 33.55% | 3.27% | 53 | 32.50% | 26 | -3.70% |
31 Mar, 10 | 82 | 2.50% | 19,579,302 | 13.61% | 32.05% | 4.02% | 40 | -2.44% | 27 | 3.85% |
31 Dec, 09 | 80 | -3.61% | 17,233,981 | -12.24% | 28.24% | 2.64% | 41 | -6.82% | 26 | -3.70% |
30 Sep, 09 | 83 | - | 19,637,956 | -5.48% | 32.72% | 2.63% | 44 | -6.38% | 27 | 8.00% |
30 Jun, 09 | 83 | 3.75% | 20,776,012 | -4.98% | 35.26% | 2.55% | 47 | 2.17% | 25 | 13.64% |
31 Mar, 09 | 80 | -5.88% | 21,865,346 | -13.87% | 37.16% | 1.99% | 46 | -14.81% | 22 | 29.41% |
31 Dec, 08 | 85 | 18.06% | 25,386,496 | 14.85% | 43.18% | 3.03% | 54 | 74.19% | 17 | -34.62% |
30 Sep, 08 | 72 | -6.49% | 22,103,746 | 75.20% | 37.74% | 8.15% | 31 | -34.04% | 26 | 73.33% |
30 Jun, 08 | 77 | 1.32% | 12,616,483 | 8.79% | 21.52% | 5.48% | 47 | -4.08% | 15 | -16.67% |
31 Mar, 08 | 76 | 7.04% | 11,597,413 | -25.48% | 19.82% | 2.58% | 49 | 8.89% | 18 | 38.46% |
31 Dec, 07 | 71 | 22.41% | 15,562,932 | 62.90% | 27.74% | 9.63% | 45 | 21.62% | 13 | 44.44% |
30 Sep, 07 | 58 | 18.37% | 9,553,696 | 26.31% | 16.97% | 9.36% | 37 | 68.18% | 9 | -57.14% |
30 Jun, 07 | 49 | 4.26% | 7,563,447 | 15.60% | 13.47% | 9.51% | 22 | 4.76% | 21 | 75.00% |
31 Mar, 07 | 47 | -9.62% | 6,542,850 | -16.72% | 11.90% | 5.83% | 21 | -38.24% | 12 | 9.09% |
31 Dec, 06 | 52 | 10.64% | 7,856,601 | 3.21% | 14.28% | 6.83% | 34 | 30.77% | 11 | -8.33% |
30 Sep, 06 | 47 | -4.08% | 7,612,113 | 25.82% | 14.46% | 11.02% | 26 | -3.70% | 12 | 9.09% |
30 Jun, 06 | 49 | -3.92% | 6,050,191 | -15.60% | 11.46% | 6.29% | 27 | -10.00% | 11 | -21.43% |
31 Mar, 06 | 51 | 34.21% | 7,168,309 | 5.32% | 13.49% | 8.04% | 30 | 30.43% | 14 | 75.00% |
31 Dec, 05 | 38 | - | 6,806,304 | 9.16% | 12.96% | 9.18% | 23 | 35.29% | 8 | -33.33% |
30 Sep, 05 | 38 | -11.63% | 6,235,218 | -26.18% | 11.88% | 4.54% | 17 | -45.16% | 12 | 71.43% |
30 Jun, 05 | 43 | 30.30% | 8,446,449 | 59.31% | 16.17% | 16.05% | 31 | 72.22% | 7 | -22.22% |
31 Mar, 05 | 33 | -2.94% | 5,302,053 | 25.20% | 10.04% | 14.56% | 18 | -10.00% | 9 | -10.00% |
31 Dec, 04 | 34 | 17.24% | 4,234,762 | 23.26% | 8.30% | 18.75% | 20 | 25.00% | 10 | 42.86% |
30 Sep, 04 | 29 | -6.45% | 3,435,737 | 9.33% | 6.65% | 17.77% | 16 | -15.79% | 7 | 16.67% |
30 Jun, 04 | 31 | 3.33% | 3,142,670 | 64.06% | 6.12% | 40.31% | 19 | -13.64% | 6 | 100.00% |
31 Mar, 04 | 30 | 15.38% | 1,915,558 | -8.65% | 3.90% | 21.35% | 22 | 46.67% | 3 | -50.00% |
31 Dec, 03 | 26 | 13.04% | 2,097,035 | -18.49% | 4.27% | 15.46% | 15 | 36.36% | 6 | -14.29% |
30 Sep, 03 | 23 | -8.00% | 2,572,750 | -7.97% | 5.26% | 14.96% | 11 | -15.38% | 7 | - |
30 Jun, 03 | 25 | 13.64% | 2,795,476 | -23.41% | 5.93% | 8.72% | 13 | -7.14% | 7 | 16.67% |
31 Mar, 03 | 22 | 4.76% | 3,650,030 | -30.21% | 8.24% | 5.22% | 14 | -6.67% | 6 | 50.00% |
31 Dec, 02 | 21 | 23.53% | 5,229,949 | 91.62% | 12.56% | 30.90% | 15 | 36.36% | 4 | - |
30 Sep, 02 | 17 | -10.53% | 2,729,300 | -23.76% | 6.38% | 8.28% | 11 | -8.33% | 4 | - |
30 Jun, 02 | 19 | 5.56% | 3,579,892 | 84.83% | 8.77% | 36.87% | 12 | 20.00% | 4 | - |
31 Mar, 02 | 18 | 38.46% | 1,936,890 | 10.97% | 4.88% | 24.95% | 10 | 25.00% | 4 | - |
31 Dec, 01 | 13 | -18.75% | 1,745,470 | 53.51% | 4.42% | 52.95% | 8 | 60.00% | 4 | -20.00% |
30 Sep, 01 | 16 | -20.00% | 1,137,068 | -63.42% | 2.89% | 4.55% | 5 | -50.00% | 5 | - |
30 Jun, 01 | 20 | 5.26% | 3,108,395 | 16.12% | 7.97% | 16.77% | 10 | - | 5 | - |
31 Mar, 01 | 19 | 18.75% | 2,676,816 | 28.91% | 6.90% | 24.07% | 10 | 66.67% | 5 | 25.00% |
31 Dec, 00 | 16 | - | 2,076,574 | -34.62% | 5.35% | 7.94% | 6 | 50.00% | 4 | -50.00% |
30 Sep, 00 | 16 | -5.88% | 3,176,356 | -13.54% | 8.21% | 9.06% | 4 | -55.56% | 8 | 300.00% |
30 Jun, 00 | 17 | 30.77% | 3,673,713 | -27.90% | 9.52% | 5.70% | 9 | 12.50% | 2 | 100.00% |
31 Mar, 00 | 13 | 8.33% | 5,094,981 | 62.86% | 12.92% | 20.53% | 8 | 14.29% | 1 | -66.67% |
31 Dec, 99 | 12 | 9.09% | 3,128,445 | -8.93% | 7.93% | 10.41% | 7 | - | 3 | 50.00% |
30 Sep, 99 | 11 | -26.67% | 3,435,060 | -27.46% | 8.73% | 6.44% | 7 | -30.00% | 2 | - |
30 Jun, 99 | 15 | 25.00% | 4,735,075 | 4.13% | 11.64% | 9.01% | 10 | -16.67% | 2 | - |
31 Mar, 99 | 12 | - | 4,547,056 | - | 11.37% | - | 12 | - | - | - |
Federal Realty Investment Trust Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Federal Realty Investment Trust Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 1 | - |
Q2 2024 | 1 | 1 | 100.00% |
Q1 2024 | 10 | 3 | 333.33% |
Q4 2023 | - | 23 | - |
Q3 2023 | - | 2 | - |
Q2 2023 | 3 | 3 | 100.00% |
Q1 2023 | 10 | 6 | 166.67% |
Q4 2022 | - | - | - |
Q3 2022 | - | 2 | - |
Q2 2022 | 3 | 1 | 300.00% |
Q1 2022 | 10 | 3 | 333.33% |
Q3 2021 | 1 | 1 | 100.00% |
Q1 2021 | 14 | 5 | 280.00% |
Q3 2020 | 1 | 1 | 100.00% |
Q1 2020 | 9 | 4 | 225.00% |
Q3 2019 | 2 | 3 | 66.67% |
Q1 2019 | 9 | 3 | 300.00% |
Q4 2018 | 1 | 18 | 5.56% |
Q3 2018 | - | 1 | - |
Q2 2018 | 3 | 63 | 4.76% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | - | - | - |
Q1 2024 | - | - | - |
Q4 2023 | - | 23 | - |
Q3 2023 | - | - | - |
Q2 2023 | - | - | - |
Q1 2023 | - | 3 | - |
Q4 2022 | - | - | - |
Q3 2022 | - | - | - |
Q2 2022 | 2 | - | - |
Q1 2022 | - | - | - |
Q3 2021 | - | - | - |
Q1 2021 | - | - | - |
Q3 2020 | - | - | - |
Q1 2020 | - | 2 | - |
Q3 2019 | - | - | - |
Q1 2019 | - | - | - |
Q4 2018 | - | 17 | - |
Q3 2018 | - | - | - |
Q2 2018 | - | 59 | - |
Federal Realty Investment Trust Peer Ownership
Ticker | Company |
---|---|
MAC | The Macerich Company |
ADC | Agree Realty Corporation |
GTY | Getty Realty Corp. |
SITC | SITE Centers Corp. |
AKR | Acadia Realty Trust |
BRX | Brixmor Property Group Inc. |
SKT | Tanger Factory Outlet Centers, Inc. |
SPG | Simon Property Group, Inc. |
REG | Regency Centers Corporation |
O | Realty Income Corporation |
NTST | NETSTREIT Corp. |
WSR | Whitestone REIT |
NNN | National Retail Properties, Inc. |
KIM | Kimco Realty Corporation |
FRT Ownership FAQ
Who Owns Federal Realty Investment Trust?
Federal Realty Investment Trust is owned by institutional shareholders (95.50%), insiders (1.04%), and public (3.45%). The largest institutional shareholder of Federal Realty Investment Trust is VANGUARD GROUP INC (15.48% of total shares) and the top mutual fund owner is HIGHLAND FUNDS II (168.94% of total shares).
Who are the major institutional shareholders of Federal Realty Investment Trust?
Federal Realty Investment Trust's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., NORGES BANK, STATE STREET CORP, and JPMORGAN CHASE & CO. The top five shareholders own together 47.48% of the company's share outstanding.
How many Federal Realty Investment Trust shareholders are there?
As of Jun 2024, there are 440 institutional shareholders of Federal Realty Investment Trust.
What percentage of Federal Realty Investment Trust is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 12.79M shares of Federal Realty Investment Trust, representing 15.48% of the company's total shares outstanding, valued at $1.29B (as of Jun 2024).
What percentage of Federal Realty Investment Trust is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 8.35M shares of Federal Realty Investment Trust (FRT), compromising 10.11% of the company, valued at $843.06M.
What percentage of Federal Realty Investment Trust is owned by NORGES BANK?
NORGES BANK is the third largest holder of Federal Realty Investment Trust. The company owns 7.23M of the company's shares outstanding (worth $729.88M).