Federal Realty Investment Trust Ownership 2024 | Who Owns Federal Realty Investment Trust Now?


OverviewForecastRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC15.48%0.02%12,786,15555,0460.43%1,291,018,071Jun 30, 2024
BLACKROCK INC.10.11%0.02%8,349,65721,5990.26%843,064,893Jun 30, 2024
NORGES BANK8.75%0.11%7,228,7157,228,715100.00%729,883,354Jun 30, 2024
STATE STREET CORP7.44%0.03%6,143,244-230,311-3.61%626,845,780,000Jun 30, 2024
JPMORGAN CHASE & CO5.71%0.04%4,717,107-353,239-6.97%476,286,362Jun 30, 2024
RESOLUTION CAPITAL LTD3.55%5.57%2,931,422-625,125-17.58%295,985,679Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS2.92%0.05%2,413,1976180.03%243,660,501Jun 30, 2024
INVESCO LTD.2.50%0.04%2,068,17823,9771.17%208,823,934Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/2.41%0.06%1,994,20990,3954.75%201,355,283Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.36%0.02%1,948,93771,1443.79%196,564,780Jun 30, 2024
PROSHARE ADVISORS LLC2.10%0.47%1,732,02636,8802.18%174,882,665Jun 30, 2024
RUSH ISLAND MANAGEMENT, LP1.95%13.32%1,608,444312,83724.15%162,404,591Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.46%0.02%1,205,70620,8421.76%121,740,135Jun 30, 2024
DEUTSCHE BANK AG\1.41%0.05%1,165,208905,400348.49%117,651,052Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.38%0.03%1,138,9678,9330.79%115,000,230Jun 30, 2024
MORGAN STANLEY1.16%0.01%955,35864,5917.25%96,462,725Jun 30, 2024
LEGAL & GENERAL GROUP PLC1.15%0.02%951,053-1,644-0.17%96,027,640Jun 30, 2024
WELLS FARGO & COMPANY/MN1.07%0.02%880,307-22,499-2.49%88,884,643Jun 30, 2024
CLARK CAPITAL MANAGEMENT GROUP, INC.1.00%0.61%822,599-37,983-4.41%83,057,793Jun 30, 2024
NORTHERN TRUST CORP0.89%0.01%733,216-2,532-0.34%74,032,819,000Jun 30, 2024

Federal Realty Investment Trust's largest institutional shareholder is VANGUARD GROUP INC, holding 15.48% of the company's total share outstanding, currently valued at $1.29B. The top 10 institutional shareholders own together 61.23% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RUSH ISLAND MANAGEMENT, LP1.95%13.32%1,608,444312,83724.15%162,404,591Jun 30, 2024
RESOLUTION CAPITAL LTD3.55%5.57%2,931,422-625,125-17.58%295,985,679Jun 30, 2024
WATERFRONT CAPITAL PARTNERS, LLC0.44%4.32%364,162-96,302-20.91%36,769,437Jun 30, 2024
MASTERTON CAPITAL MANAGEMENT, LP0.06%3.47%48,153-131,600-73.21%4,862,008Jun 30, 2024
KINLOCH CAPITAL, LLC0.04%1.79%33,9701230.36%3,429,951Jun 30, 2024
XCEL WEALTH MANAGEMENT, LLC0.05%1.27%40,087-103-0.26%4,047,584Jun 30, 2024
RWC ASSET MANAGEMENT LLP0.21%1.24%174,8487170.41%17,654,403Jun 30, 2024
VERT ASSET MANAGEMENT LLC0.04%1.17%29,127-1,718-5.57%2,940,953Jun 30, 2024
CBOE VEST FINANCIAL, LLC0.52%1.04%430,05169,05919.13%43,422,250Jun 30, 2024
MATTERN CAPITAL MANAGEMENT, LLC0.09%1.01%72,575-133-0.18%7,327,898Jun 30, 2024
BLACKHAWK CAPITAL PARTNERS LLC.0.02%0.99%16,263-986-5.72%1,642,075Jun 30, 2024
STABLEFORD CAPITAL II LLC0.02%0.82%19,0193,99526.59%2,089,237Jun 30, 2024
PACIFIC HEIGHTS ASSET MANAGEMENT LLC0.12%0.79%100,000--10,097,000Jun 30, 2024
LOUDON INVESTMENT MANAGEMENT, LLC0.02%0.74%12,455-24-0.19%1,257,581Jun 30, 2024
LINCLUDEN MANAGEMENT LTD0.07%0.73%59,858-3,050-4.85%6,044,000Jun 30, 2024
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC0.43%0.65%353,844175,98698.95%35,727,629Jun 30, 2024
CLARK CAPITAL MANAGEMENT GROUP, INC.1.00%0.61%822,599-37,983-4.41%83,057,793Jun 30, 2024
MQS MANAGEMENT LLC0.01%0.50%8,2358,235100.00%831,488Jun 30, 2024
MEIJI YASUDA ASSET MANAGEMENT CO LTD.0.14%0.49%118,970300.03%12,012,401Jun 30, 2024
OAK THISTLE LLC0.01%0.47%6,3276,327100.00%638,838Jun 30, 2024

The largest Federal Realty Investment Trust shareholder by % of total assets is RUSH ISLAND MANAGEMENT, LP. The company owns 1.61M shares of Federal Realty Investment Trust (FRT), representing 13.32% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK8.75%0.11%7,228,7157,228,715100.00%729,883,354Jun 30, 2024
DEUTSCHE BANK AG\1.41%0.05%1,165,208905,400348.49%117,651,052Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC0.78%0.30%642,446546,711571.07%64,867,773Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.0.62%0.08%512,449365,070247.71%51,719,754Jun 30, 2024
RUSH ISLAND MANAGEMENT, LP1.95%13.32%1,608,444312,83724.15%162,404,591Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.50%0.02%415,603312,726303.98%41,963,435Jun 30, 2024
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC0.43%0.65%353,844175,98698.95%35,727,629Jun 30, 2024
NEUBERGER BERMAN GROUP LLC0.22%0.01%179,081174,4063730.61%18,081,808Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.19%0.02%158,602158,602100.00%16,014,044Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.11%0.05%94,42694,426100.00%9,534,193Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/2.41%0.06%1,994,20990,3954.75%201,355,283Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.10%0.05%85,34181,5612157.70%8,616,881Jun 30, 2024
STRS OHIO0.51%0.17%419,18172,60020.95%42,324,706,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.36%0.02%1,948,93771,1443.79%196,564,780Jun 30, 2024
CBOE VEST FINANCIAL, LLC0.52%1.04%430,05169,05919.13%43,422,250Jun 30, 2024
MORGAN STANLEY1.16%0.01%955,35864,5917.25%96,462,725Jun 30, 2024
AMUNDI0.18%0.01%147,62460,39569.24%14,858,356Jun 30, 2024
GATEWAY INVESTMENT ADVISERS LLC0.07%0.07%58,08458,084100.00%5,864,741Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.14%0.04%119,27955,70687.63%12,043,601Jun 30, 2024
VANGUARD GROUP INC15.48%0.02%12,786,15555,0460.43%1,291,018,071Jun 30, 2024

As of Jun 30 2024, Federal Realty Investment Trust's largest institutional buyer is NORGES BANK. The company purchased 7.23M stocks of FRT, valued at $729.88M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS ASSET MANAGEMENT AMERICAS INC0.13%0.00%108,761-639,391-85.46%10,981,598Jun 30, 2024
RESOLUTION CAPITAL LTD3.55%5.57%2,931,422-625,125-17.58%295,985,679Jun 30, 2024
PGGM INVESTMENTS0.01%0.02%11,561-589,881-98.08%1,167,000Jun 30, 2024
APG ASSET MANAGEMENT US INC.----470,232-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO5.71%0.04%4,717,107-353,239-6.97%476,286,362Jun 30, 2024
FMR LLC0.09%0.00%74,663-238,245-76.14%7,538,750Jun 30, 2024
STATE STREET CORP7.44%0.03%6,143,244-230,311-3.61%626,845,780,000Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.12%0.07%102,415-187,847-64.72%10,341,000Jun 30, 2024
MASTERTON CAPITAL MANAGEMENT, LP0.06%3.47%48,153-131,600-73.21%4,862,008Jun 30, 2024
HSBC HOLDINGS PLC0.24%0.01%201,625-122,706-37.83%20,317,627Jun 30, 2024
ADAGE CAPITAL PARTNERS GP, L.L.C.0.50%0.08%411,600-110,500-21.16%41,559,252Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.13%0.02%104,400-102,400-49.52%10,541,268Jun 30, 2024
WATERFRONT CAPITAL PARTNERS, LLC0.44%4.32%364,162-96,302-20.91%36,769,437Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.03%0.02%23,400-76,017-76.46%2,362,698Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP----72,105-100.00%-Jun 30, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC0.12%0.11%100,602-68,925-40.66%10,157,784Jun 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%6,300,124Jun 30, 2024
STATE OF TENNESSEE, TREASURY DEPARTMENT0.10%0.03%86,093-42,384-32.99%8,692,811Jun 30, 2024

As of Jun 30 2024, Federal Realty Investment Trust's biggest institutional seller is UBS ASSET MANAGEMENT AMERICAS INC. The company sold -0.64M shares of FRT, valued at $10.98M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK8.75%0.11%7,228,7157,228,715100.00%729,883,354Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.19%0.02%158,602158,602100.00%16,014,044Jun 30, 2024
GATEWAY INVESTMENT ADVISERS LLC0.07%0.07%58,08458,084100.00%5,864,741Jun 30, 2024
CENTIVA CAPITAL, LP0.04%0.06%32,95032,950100.00%3,326,962Jun 30, 2024
BAMCO INC /NY/0.03%0.01%23,85423,854100.00%2,408,538Jun 30, 2024
EDGESTREAM PARTNERS, L.P.0.02%0.10%19,62119,621100.00%1,981,132Jun 30, 2024
IFM INVESTORS PTY LTD0.02%0.02%19,16119,161100.00%1,934,686Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.02%0.01%19,13519,135100.00%1,932,061Jun 30, 2024
WALLEYE TRADING LLC0.02%0.00%14,24814,248100.00%1,438,621Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.02%0.00%13,87013,870100.00%1,395,702Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP0.02%0.10%13,21413,214100.00%1,334,218Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.01%0.06%10,36310,363100.00%1,046,352Jun 30, 2024
LOKKEN INVESTMENT GROUP LLC0.01%0.42%8,8478,847100.00%893,282Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.01%0.23%7,4617,461100.00%753,211Jun 30, 2024
POINT72 (DIFC) LTD0.01%0.03%7,4447,444100.00%751,590Jun 30, 2024
MIZUHO SECURITIES USA LLC0.01%0.01%5,7545,754100.00%580,981Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.01%0.08%4,4864,486100.00%452,951Jun 30, 2024
0.00%0.01%3,8013,801100.00%383,783Jun 30, 2024
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC0.00%0.13%2,6002,600100.00%262,522Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)0.00%0.00%2,5212,521100.00%254,545Jun 30, 2024
WALLEYE CAPITAL LLC0.00%0.00%2,3182,318100.00%234,048Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.00%0.00%2,2122,212100.00%223,346Jun 30, 2024
WEISS ASSET MANAGEMENT LP0.00%0.01%2,1002,100100.00%212,037Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.03%1,7231,723100.00%174,018Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.01%952952100.00%96,123Jun 30, 2024
Y.D. MORE INVESTMENTS LTD0.00%0.01%950950100.00%95,922Jun 30, 2024
HARVEST FUND MANAGEMENT CO., LTD0.00%0.01%888888100.00%90,000Jun 30, 2024
VESTCOR INC0.00%0.00%873873100.00%88,000Jun 30, 2024
WALLEYE TRADING LLC0.00%0.00%700700100.00%70,679Jun 30, 2024
FAMILY FIRM, INC.0.00%0.01%327327100.00%33,040Jun 30, 2024
COHEN & STEERS, INC.0.00%-227227100.00%23,000Jun 30, 2024
WALLEYE TRADING LLC0.00%-200200100.00%20,194Jun 30, 2024
0.00%0.01%158158100.00%16,125Jun 30, 2024
GHP INVESTMENT ADVISORS, INC.-0.00%1818100.00%1,818Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC-0.00%99100.00%871Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC-0.00%88100.00%808Jun 30, 2024
HARBOR INVESTMENT ADVISORY, LLC--11100.00%101Jun 30, 2024
RUEDI WEALTH MANAGEMENT, INC.--11100.00%101Jun 30, 2024

Federal Realty Investment Trust's largest new institutional shareholder by number of shares is NORGES BANK, purchased 7.23M shares, valued at $729.88M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
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's largest sold out institutional shareholder by shares sold is APG ASSET MANAGEMENT US INC., sold -0.47M shares, valued at -, as of undefined.

Federal Realty Investment Trust Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
HIGHLAND FUNDS II168.94%2,500,000--Dec 31, 2023
Cohen & Steers Real Estate Opportunities & Income Fund1.90%4,400,000--Dec 31, 2023
Manager Directed Portfolios1.33%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 Portfolios0.92%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 INC0.79%350,000--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.77%400,000--Mar 31, 2024
Nuveen Real Asset Income & Growth Fund0.72%1,900,000--Mar 31, 2024
T. Rowe Price Real Estate Fund, Inc.0.70%149,696--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.62%325,000--Mar 31, 2024
CALAMOS ADVISORS TRUST/IL0.62%45,00045,000-Mar 31, 2024
COHEN & STEERS REALTY SHARES INC0.57%749,205--Dec 31, 2023
NUVEEN REAL ESTATE INCOME FUND0.56%76,350--Mar 31, 2024
Innovator ETFs Trust II0.54%193,923--Jul 31, 2021
Virtus Equity & Convertible Income Fund0.47%925,000925,000-Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund0.46%1,100,0001,100,000-Jan 31, 2024
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.45%200,000--Dec 31, 2023
COHEN & STEERS TOTAL RETURN REALTY FUND INC0.45%200,000--Dec 31, 2023
NUVEEN REAL ESTATE INCOME FUND0.44%59,8104,4007.94%Mar 31, 2024
RIVERPARK FUNDS TRUST0.44%3,686,603--Dec 31, 2023
Virtus Diversified Income & Convertible Fund0.40%805,000805,000-Jan 31, 2024
COHEN & STEERS REAL ESTATE SECURITIES FUND INC0.35%640,702--Dec 31, 2023
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC0.30%610,204--Dec 31, 2023
Virtus Convertible & Income Fund II0.27%1,010,0001,010,000-Jan 31, 2024
Virtus Convertible & Income Fund0.26%1,270,0001,270,000-Jan 31, 2024
AGF Investments Trust0.25%-4,672--Mar 31, 2024
AMERICAN MUTUAL FUND0.25%2,296,8651,000,00077.11%Jan 31, 2024
PIONEER REAL ESTATE SHARES0.24%9,275--Mar 31, 2023
AB GLOBAL REAL ESTATE INVESTMENT FUND INC0.22%12,120--Feb 29, 2024
AB GLOBAL REAL ESTATE INVESTMENT FUND INC0.22%12,120--Feb 29, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC0.22%12,400--Feb 29, 2024
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC0.20%396,890--Dec 31, 2023
COHEN & STEERS REALTY SHARES INC0.19%243,399--Dec 31, 2023
Emles Trust0.18%20,000--Sep 30, 2022
Manager Directed Portfolios0.18%28,736--Jan 31, 2024
STERLING CAPITAL FUNDS0.17%3,616,000--Mar 28, 2024
COHEN & STEERS QUALITY INCOME REALTY FUND INC0.16%1,475,000--Dec 31, 2023
COHEN & STEERS QUALITY INCOME REALTY FUND INC0.15%1,350,000--Dec 31, 2023
T. Rowe Price Real Estate Fund, Inc.0.14%30,649--Mar 31, 2024
CGM TRUST0.14%190,000--Sep 30, 2022
LEGG MASON PARTNERS INVESTMENT TRUST0.14%7,100,0007,100,000-Mar 28, 2024
VICTORY PORTFOLIOS0.14%4,380,0004,380,000-Mar 31, 2024
AB INSTITUTIONAL FUNDS INC0.14%24,070--Jan 31, 2024
AB INSTITUTIONAL FUNDS INC0.14%24,070--Jan 31, 2024
JP MORGAN FLEMING MUTUAL FUND GROUP INC0.14%628,735--Dec 31, 2023
PRAXIS MUTUAL FUNDS0.13%1,500,000--Dec 31, 2023
JP MORGAN FLEMING MUTUAL FUND GROUP INC0.13%604,492-11,635-1.89%Dec 31, 2023
Index Funds0.12%1,535-11-0.71%Dec 31, 2021
NUVEEN INVESTMENT FUNDS INC0.12%4,140,000--Mar 31, 2024
PIONEER MID CAP VALUE FUND0.11%19,893--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.11%56,927--Mar 31, 2024
Columbia Funds Variable Series Trust II0.11%3,435,000--Mar 31, 2024
CBRE GLOBAL REAL ESTATE INCOME FUND0.10%109,087--Mar 28, 2024
Columbia Funds Variable Series Trust II0.09%3,035,000--Mar 31, 2024
FIDELITY FINANCIAL TRUST0.09%1,611,0001,611,000-Feb 29, 2024
T. Rowe Price Balanced Fund, Inc.0.09%1,500,000--Mar 31, 2024
Natixis Funds Trust IV0.09%27,100--Jan 31, 2024
World Funds Trust0.08%1,000,000--Jan 31, 2024
CGM TRUST0.08%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 Portfolios0.07%11,153--Jan 31, 2024
BNY Mellon Investment Funds V, Inc.0.07%51,550--Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.06%160,000--Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.06%150,000--Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.06%3,294,703--Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.06%7,950,000--Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.05%7,710,000--Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.05%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 FUND0.05%858,000--Feb 29, 2024
UNDISCOVERED MANAGERS FUNDS0.05%348,270--Dec 31, 2023
DAVIS VARIABLE ACCOUNT FUND INC0.05%2,570--Dec 31, 2023
Brookfield Investment Funds0.05%76,200--Mar 31, 2024
UNDISCOVERED MANAGERS FUNDS0.04%322,220--Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.04%1,273--Mar 31, 2024
Brookfield Investment Funds0.04%68,710--Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.04%10,000,000--Jan 31, 2024
BBH Trust0.04%3,955,000--Jan 31, 2024
Guggenheim Enhanced Equity Income Fund0.04%7,1814406.53%Sep 30, 2021
AMERICAN CENTURY MUTUAL FUNDS, INC.0.04%380,000--Jan 31, 2024
Voya Global Advantage & Premium Opportunity Fund0.04%2,332--Feb 29, 2024
AMERICAN CENTURY INVESTMENT TRUST0.04%5,260,000--Mar 31, 2024
T. Rowe Price Total Return Fund, Inc.0.04%275,000--Feb 29, 2024
DAVIS SERIES INC0.04%41,149--Dec 31, 2023
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.04%7,186--Feb 29, 2024
CALAMOS INVESTMENT TRUST/IL0.03%3,612,2493,612,249-Jan 31, 2024
FIRST INVESTORS EQUITY FUNDS0.03%183,826183,826-Sep 30, 2019
BlackRock ETF Trust0.03%30,078--Jan 31, 2024
KP Funds0.03%1,469,000144,00010.87%Sep 30, 2020
THOMPSON IM FUNDS INC0.03%500,000--Feb 29, 2024
DAVIS VARIABLE ACCOUNT FUND INC0.03%1,67026018.44%Dec 31, 2023
Vanguard Montgomery Funds0.03%6,683--Mar 31, 2024
Total Fund Solution0.03%9,860--Mar 31, 2024
Innovator ETFs Trust II0.03%9,431--Jul 31, 2021
CAPITAL INCOME BUILDER0.03%5,735,000--Jan 31, 2024
Index Funds0.02%191-4-2.05%Mar 31, 2024
SPDR S&P 500 ETF TRUST0.02%892,194-19,228-2.11%Mar 31, 2024

Federal Realty Investment Trust's largest mutual fund holder by % of total assets is "HIGHLAND FUNDS II", owning 2.50M shares, compromising 168.94% of its total assets.

Federal Realty Investment Trust Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24440-1.57%
31 Mar, 24447-1.76%
31 Dec, 234559.64%
30 Sep, 23415-1.89%
30 Jun, 23423-4.73%
31 Mar, 234442.30%
31 Dec, 2243410.43%
30 Sep, 22393-2.96%
30 Jun, 22405-
31 Mar, 2240516.38%
31 Dec, 21348-18.31%
30 Sep, 214264.93%
30 Jun, 214061.25%
31 Mar, 214013.62%
31 Dec, 203876.32%
30 Sep, 20364-7.38%
30 Jun, 203930.51%
31 Mar, 20391-9.07%
31 Dec, 19430-2.49%
30 Sep, 194411.61%
30 Jun, 194343.33%
31 Mar, 194200.48%
31 Dec, 184180.72%
30 Sep, 18415-
30 Jun, 184154.01%
31 Mar, 18399-
31 Dec, 173995.84%
30 Sep, 173772.72%
30 Jun, 17367-5.90%
31 Mar, 17390-1.76%
31 Dec, 16397-1.49%
30 Sep, 164030.50%
30 Jun, 164015.25%
31 Mar, 1638110.76%
31 Dec, 153441.78%
30 Sep, 153384.97%
30 Jun, 15322-3.01%
31 Mar, 153320.30%
31 Dec, 143316.77%
30 Sep, 143100.65%
30 Jun, 14308-
31 Mar, 14308-1.28%
31 Dec, 133128.33%
30 Sep, 13288-2.37%
30 Jun, 13295100.68%
31 Mar, 13147-2.65%
31 Dec, 121518.63%
30 Sep, 121399.45%
30 Jun, 12127-3.05%
31 Mar, 121318.26%
31 Dec, 1112119.80%
30 Sep, 111016.32%
30 Jun, 1195-2.06%
31 Mar, 11974.30%
31 Dec, 1093-2.11%
30 Sep, 1095-1.04%
30 Jun, 109617.07%
31 Mar, 10822.50%
31 Dec, 0980-3.61%
30 Sep, 0983-
30 Jun, 09833.75%
31 Mar, 0980-5.88%
31 Dec, 088518.06%
30 Sep, 0872-6.49%
30 Jun, 08771.32%
31 Mar, 08767.04%
31 Dec, 077122.41%
30 Sep, 075818.37%
30 Jun, 07494.26%
31 Mar, 0747-9.62%
31 Dec, 065210.64%
30 Sep, 0647-4.08%
30 Jun, 0649-3.92%
31 Mar, 065134.21%
31 Dec, 0538-
30 Sep, 0538-11.63%
30 Jun, 054330.30%
31 Mar, 0533-2.94%
31 Dec, 043417.24%
30 Sep, 0429-6.45%
30 Jun, 04313.33%
31 Mar, 043015.38%
31 Dec, 032613.04%
30 Sep, 0323-8.00%
30 Jun, 032513.64%
31 Mar, 03224.76%
31 Dec, 022123.53%
30 Sep, 0217-10.53%
30 Jun, 02195.56%
31 Mar, 021838.46%
31 Dec, 0113-18.75%
30 Sep, 0116-20.00%
30 Jun, 01205.26%
31 Mar, 011918.75%
31 Dec, 0016-
30 Sep, 0016-5.88%
30 Jun, 001730.77%
31 Mar, 00138.33%
31 Dec, 99129.09%
30 Sep, 9911-26.67%
30 Jun, 991525.00%
31 Mar, 9912-

As of 30 Jun 24, 440 institutions are holding Federal Realty Investment Trust's shares, representing a decrease of -1.57% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2478,891,5649.33%
31 Mar, 2472,158,068-7.20%
31 Dec, 2377,755,2448.82%
30 Sep, 2371,453,650-9.42%
30 Jun, 2378,884,7441.08%
31 Mar, 2378,045,524-0.96%
31 Dec, 2278,798,8201.98%
30 Sep, 2277,269,1713.11%
30 Jun, 2274,939,5572.26%
31 Mar, 2273,280,22031.25%
31 Dec, 2155,833,196-25.06%
30 Sep, 2174,503,751-0.76%
30 Jun, 2175,072,1431.84%
31 Mar, 2173,716,9303.18%
31 Dec, 2071,448,308-1.57%
30 Sep, 2072,590,2652.26%
30 Jun, 2070,985,7780.43%
31 Mar, 2070,685,2580.23%
31 Dec, 1970,522,7530.09%
30 Sep, 1970,461,447-0.31%
30 Jun, 1970,683,712-1.00%
31 Mar, 1971,400,8760.58%
31 Dec, 1870,987,2910.61%
30 Sep, 1870,559,333-0.15%
30 Jun, 1870,662,872-1.06%
31 Mar, 1871,417,107-0.15%
31 Dec, 1771,523,9820.01%
30 Sep, 1771,516,6251.03%
30 Jun, 1770,790,4771.71%
31 Mar, 1769,602,7422.38%
31 Dec, 1667,983,394-0.06%
30 Sep, 1668,022,328-0.04%
30 Jun, 1668,050,322-3.89%
31 Mar, 1670,801,7012.50%
31 Dec, 1569,076,529-12.91%
30 Sep, 1579,311,70717.14%
30 Jun, 1567,706,7040.33%
31 Mar, 1567,481,0821.09%
31 Dec, 1466,751,548-1.30%
30 Sep, 1467,631,2492.30%
30 Jun, 1466,108,123-1.03%
31 Mar, 1466,794,590-0.55%
31 Dec, 1367,163,8904.97%
30 Sep, 1363,985,0136.05%
30 Jun, 1360,333,263161.15%
31 Mar, 1323,102,562-13.41%
31 Dec, 1226,680,68619.43%
30 Sep, 1222,340,6442.11%
30 Jun, 1221,879,686-19.23%
31 Mar, 1227,088,93316.01%
31 Dec, 1123,350,51618.55%
30 Sep, 1119,696,717-30.03%
30 Jun, 1128,151,588-4.75%
31 Mar, 1129,555,06227.80%
31 Dec, 1023,126,77018.25%
30 Sep, 1019,556,946-4.71%
30 Jun, 1020,523,5104.82%
31 Mar, 1019,579,30213.61%
31 Dec, 0917,233,981-12.24%
30 Sep, 0919,637,956-5.48%
30 Jun, 0920,776,012-4.98%
31 Mar, 0921,865,346-13.87%
31 Dec, 0825,386,49614.85%
30 Sep, 0822,103,74675.20%
30 Jun, 0812,616,4838.79%
31 Mar, 0811,597,413-25.48%
31 Dec, 0715,562,93262.90%
30 Sep, 079,553,69626.31%
30 Jun, 077,563,44715.60%
31 Mar, 076,542,850-16.72%
31 Dec, 067,856,6013.21%
30 Sep, 067,612,11325.82%
30 Jun, 066,050,191-15.60%
31 Mar, 067,168,3095.32%
31 Dec, 056,806,3049.16%
30 Sep, 056,235,218-26.18%
30 Jun, 058,446,44959.31%
31 Mar, 055,302,05325.20%
31 Dec, 044,234,76223.26%
30 Sep, 043,435,7379.33%
30 Jun, 043,142,67064.06%
31 Mar, 041,915,558-8.65%
31 Dec, 032,097,035-18.49%
30 Sep, 032,572,750-7.97%
30 Jun, 032,795,476-23.41%
31 Mar, 033,650,030-30.21%
31 Dec, 025,229,94991.62%
30 Sep, 022,729,300-23.76%
30 Jun, 023,579,89284.83%
31 Mar, 021,936,89010.97%
31 Dec, 011,745,47053.51%
30 Sep, 011,137,068-63.42%
30 Jun, 013,108,39516.12%
31 Mar, 012,676,81628.91%
31 Dec, 002,076,574-34.62%
30 Sep, 003,176,356-13.54%
30 Jun, 003,673,713-27.90%
31 Mar, 005,094,98162.86%
31 Dec, 993,128,445-8.93%
30 Sep, 993,435,060-27.46%
30 Jun, 994,735,0754.13%
31 Mar, 994,547,056-

Federal Realty Investment Trust (FRT) has 78.89M shares outstanding as of 30 Jun 24, up 9.33% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2495.50%1.25%
31 Mar, 2487.35%0.96%
31 Dec, 2395.62%1.24%
30 Sep, 2387.92%0.93%
30 Jun, 2397.13%1.05%
31 Mar, 2396.19%1.02%
31 Dec, 2297.32%1.06%
30 Sep, 2295.67%1.07%
30 Jun, 2294.62%1.08%
31 Mar, 2293.41%1.79%
31 Dec, 2172.20%0.78%
30 Sep, 2196.15%1.02%
30 Jun, 2196.90%1.05%
31 Mar, 2195.93%1.07%
31 Dec, 2094.75%1.00%
30 Sep, 2097.43%1.10%
30 Jun, 2094.15%1.07%
31 Mar, 2093.80%1.05%
31 Dec, 1994.32%1.06%
30 Sep, 1994.16%1.05%
30 Jun, 1994.61%1.02%
31 Mar, 1996.23%1.03%
31 Dec, 1896.88%1.05%
30 Sep, 1896.13%1.03%
30 Jun, 1896.81%1.01%
31 Mar, 1897.96%1.01%
31 Dec, 1798.63%1.00%
30 Sep, 1799.20%1.03%
30 Jun, 1798.32%1.05%
31 Mar, 1796.86%1.08%
31 Dec, 1694.91%1.04%
30 Sep, 1695.38%1.03%
30 Jun, 1696.12%0.93%
31 Mar, 16101.48%1.02%
31 Dec, 1599.71%0.75%
30 Sep, 15114.93%1.18%
30 Jun, 1598.80%1.01%
31 Mar, 1598.70%1.00%
31 Dec, 1499.15%0.99%
30 Sep, 14100.11%1.03%
30 Jun, 1498.51%0.98%
31 Mar, 14100.27%0.95%
31 Dec, 13102.81%1.08%
30 Sep, 1397.68%1.14%
30 Jun, 1392.61%7.26%
31 Mar, 1335.71%2.08%
31 Dec, 1241.44%3.40%
30 Sep, 1234.90%2.96%
30 Jun, 1234.35%1.88%
31 Mar, 1242.72%3.13%
31 Dec, 1136.93%3.76%
30 Sep, 1131.36%1.53%
30 Jun, 1145.25%1.96%
31 Mar, 1148.08%3.37%
31 Dec, 1037.76%3.70%
30 Sep, 1031.95%2.84%
30 Jun, 1033.55%3.27%
31 Mar, 1032.05%4.02%
31 Dec, 0928.24%2.64%
30 Sep, 0932.72%2.63%
30 Jun, 0935.26%2.55%
31 Mar, 0937.16%1.99%
31 Dec, 0843.18%3.03%
30 Sep, 0837.74%8.15%
30 Jun, 0821.52%5.48%
31 Mar, 0819.82%2.58%
31 Dec, 0727.74%9.63%
30 Sep, 0716.97%9.36%
30 Jun, 0713.47%9.51%
31 Mar, 0711.90%5.83%
31 Dec, 0614.28%6.83%
30 Sep, 0614.46%11.02%
30 Jun, 0611.46%6.29%
31 Mar, 0613.49%8.04%
31 Dec, 0512.96%9.18%
30 Sep, 0511.88%4.54%
30 Jun, 0516.17%16.05%
31 Mar, 0510.04%14.56%
31 Dec, 048.30%18.75%
30 Sep, 046.65%17.77%
30 Jun, 046.12%40.31%
31 Mar, 043.90%21.35%
31 Dec, 034.27%15.46%
30 Sep, 035.26%14.96%
30 Jun, 035.93%8.72%
31 Mar, 038.24%5.22%
31 Dec, 0212.56%30.90%
30 Sep, 026.38%8.28%
30 Jun, 028.77%36.87%
31 Mar, 024.88%24.95%
31 Dec, 014.42%52.95%
30 Sep, 012.89%4.55%
30 Jun, 017.97%16.77%
31 Mar, 016.90%24.07%
31 Dec, 005.35%7.94%
30 Sep, 008.21%9.06%
30 Jun, 009.52%5.70%
31 Mar, 0012.92%20.53%
31 Dec, 997.93%10.41%
30 Sep, 998.73%6.44%
30 Jun, 9911.64%9.01%
31 Mar, 9911.37%-

As of 30 Jun 24, Federal Realty Investment Trust is held by 95.50% institutional shareholders, representing a 1.25% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 242100.48%
31 Mar, 24209-9.91%
31 Dec, 2323216.58%
30 Sep, 23199-3.40%
30 Jun, 23206-12.71%
31 Mar, 23236-1.26%
31 Dec, 2223918.32%
30 Sep, 22202-3.81%
30 Jun, 22210-14.63%
31 Mar, 2224643.02%
31 Dec, 21172-16.10%
30 Sep, 212050.49%
30 Jun, 21204-0.49%
31 Mar, 212057.33%
31 Dec, 2019117.90%
30 Sep, 20162-14.74%
30 Jun, 201900.53%
31 Mar, 20189-9.57%
31 Dec, 1920910.58%
30 Sep, 19189-13.70%
30 Jun, 1921914.66%
31 Mar, 19191-3.54%
31 Dec, 1819813.79%
30 Sep, 18174-1.69%
30 Jun, 18177-8.76%
31 Mar, 181941.04%
31 Dec, 1719215.66%
30 Sep, 17166-
30 Jun, 17166-14.43%
31 Mar, 17194-3.48%
31 Dec, 162015.79%
30 Sep, 16190-6.40%
30 Jun, 162036.84%
31 Mar, 161907.95%
31 Dec, 1517611.39%
30 Sep, 1515812.86%
30 Jun, 151406.87%
31 Mar, 15131-13.25%
31 Dec, 1415110.22%
30 Sep, 14137-1.44%
30 Jun, 14139-12.58%
31 Mar, 1415921.37%
31 Dec, 131318.26%
30 Sep, 13121-43.98%
30 Jun, 13216154.12%
31 Mar, 138516.44%
31 Dec, 12734.29%
30 Sep, 127018.64%
30 Jun, 1259-4.84%
31 Mar, 1262-11.43%
31 Dec, 117045.83%
30 Sep, 114811.63%
30 Jun, 1143-10.42%
31 Mar, 1148-2.04%
31 Dec, 104940.00%
30 Sep, 1035-33.96%
30 Jun, 105332.50%
31 Mar, 1040-2.44%
31 Dec, 0941-6.82%
30 Sep, 0944-6.38%
30 Jun, 09472.17%
31 Mar, 0946-14.81%
31 Dec, 085474.19%
30 Sep, 0831-34.04%
30 Jun, 0847-4.08%
31 Mar, 08498.89%
31 Dec, 074521.62%
30 Sep, 073768.18%
30 Jun, 07224.76%
31 Mar, 0721-38.24%
31 Dec, 063430.77%
30 Sep, 0626-3.70%
30 Jun, 0627-10.00%
31 Mar, 063030.43%
31 Dec, 052335.29%
30 Sep, 0517-45.16%
30 Jun, 053172.22%
31 Mar, 0518-10.00%
31 Dec, 042025.00%
30 Sep, 0416-15.79%
30 Jun, 0419-13.64%
31 Mar, 042246.67%
31 Dec, 031536.36%
30 Sep, 0311-15.38%
30 Jun, 0313-7.14%
31 Mar, 0314-6.67%
31 Dec, 021536.36%
30 Sep, 0211-8.33%
30 Jun, 021220.00%
31 Mar, 021025.00%
31 Dec, 01860.00%
30 Sep, 015-50.00%
30 Jun, 0110-
31 Mar, 011066.67%
31 Dec, 00650.00%
30 Sep, 004-55.56%
30 Jun, 00912.50%
31 Mar, 00814.29%
31 Dec, 997-
30 Sep, 997-30.00%
30 Jun, 9910-16.67%
31 Mar, 9912-

210 institutional shareholders have increased their position in FRT stock as of 30 Jun 24 compared to 209 in the previous quarter (a 0.48% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24150-4.46%
31 Mar, 241574.67%
31 Dec, 2315011.11%
30 Sep, 231356.30%
30 Jun, 231273.25%
31 Mar, 23123-6.82%
31 Dec, 221325.60%
30 Sep, 22125-3.85%
30 Jun, 2213025.00%
31 Mar, 22104-7.14%
31 Dec, 21112-10.40%
30 Sep, 211253.31%
30 Jun, 21121-
31 Mar, 21121-12.95%
31 Dec, 20139-
30 Sep, 201392.21%
30 Jun, 20136-7.48%
31 Mar, 201474.26%
31 Dec, 19141-15.06%
30 Sep, 1916625.76%
30 Jun, 19132-13.16%
31 Mar, 191521.33%
31 Dec, 181503.45%
30 Sep, 18145-5.23%
30 Jun, 1815322.40%
31 Mar, 18125-8.09%
31 Dec, 171366.25%
30 Sep, 17128-7.25%
30 Jun, 171383.76%
31 Mar, 17133-2.21%
31 Dec, 161361.49%
30 Sep, 1613411.67%
30 Jun, 16120-6.98%
31 Mar, 1612926.47%
31 Dec, 151023.03%
30 Sep, 1599-13.91%
30 Jun, 15115-10.16%
31 Mar, 151284.92%
31 Dec, 1412215.09%
30 Sep, 141061.92%
30 Jun, 1410419.54%
31 Mar, 1487-28.10%
31 Dec, 131214.31%
30 Sep, 13116169.77%
30 Jun, 134313.16%
31 Mar, 1338-20.83%
31 Dec, 124845.45%
30 Sep, 1233-21.43%
30 Jun, 1242-8.70%
31 Mar, 124658.62%
31 Dec, 1129-12.12%
30 Sep, 1133-10.81%
30 Jun, 11378.82%
31 Mar, 113417.24%
31 Dec, 1029-27.50%
30 Sep, 104053.85%
30 Jun, 1026-3.70%
31 Mar, 10273.85%
31 Dec, 0926-3.70%
30 Sep, 09278.00%
30 Jun, 092513.64%
31 Mar, 092229.41%
31 Dec, 0817-34.62%
30 Sep, 082673.33%
30 Jun, 0815-16.67%
31 Mar, 081838.46%
31 Dec, 071344.44%
30 Sep, 079-57.14%
30 Jun, 072175.00%
31 Mar, 07129.09%
31 Dec, 0611-8.33%
30 Sep, 06129.09%
30 Jun, 0611-21.43%
31 Mar, 061475.00%
31 Dec, 058-33.33%
30 Sep, 051271.43%
30 Jun, 057-22.22%
31 Mar, 059-10.00%
31 Dec, 041042.86%
30 Sep, 04716.67%
30 Jun, 046100.00%
31 Mar, 043-50.00%
31 Dec, 036-14.29%
30 Sep, 037-
30 Jun, 03716.67%
31 Mar, 03650.00%
31 Dec, 024-
30 Sep, 024-
30 Jun, 024-
31 Mar, 024-
31 Dec, 014-20.00%
30 Sep, 015-
30 Jun, 015-
31 Mar, 01525.00%
31 Dec, 004-50.00%
30 Sep, 008300.00%
30 Jun, 002100.00%
31 Mar, 001-66.67%
31 Dec, 99350.00%
30 Sep, 992-
30 Jun, 992-
31 Mar, 99--

150 institutional shareholders have reduced their position in FRT stock as of 30 Jun 24 compared to 157 in the previous quarter (a -4.46% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24440-1.57%78,891,5649.33%95.50%1.25%2100.48%150-4.46%
31 Mar, 24447-1.76%72,158,068-7.20%87.35%0.96%209-9.91%1574.67%
31 Dec, 234559.64%77,755,2448.82%95.62%1.24%23216.58%15011.11%
30 Sep, 23415-1.89%71,453,650-9.42%87.92%0.93%199-3.40%1356.30%
30 Jun, 23423-4.73%78,884,7441.08%97.13%1.05%206-12.71%1273.25%
31 Mar, 234442.30%78,045,524-0.96%96.19%1.02%236-1.26%123-6.82%
31 Dec, 2243410.43%78,798,8201.98%97.32%1.06%23918.32%1325.60%
30 Sep, 22393-2.96%77,269,1713.11%95.67%1.07%202-3.81%125-3.85%
30 Jun, 22405-74,939,5572.26%94.62%1.08%210-14.63%13025.00%
31 Mar, 2240516.38%73,280,22031.25%93.41%1.79%24643.02%104-7.14%
31 Dec, 21348-18.31%55,833,196-25.06%72.20%0.78%172-16.10%112-10.40%
30 Sep, 214264.93%74,503,751-0.76%96.15%1.02%2050.49%1253.31%
30 Jun, 214061.25%75,072,1431.84%96.90%1.05%204-0.49%121-
31 Mar, 214013.62%73,716,9303.18%95.93%1.07%2057.33%121-12.95%
31 Dec, 203876.32%71,448,308-1.57%94.75%1.00%19117.90%139-
30 Sep, 20364-7.38%72,590,2652.26%97.43%1.10%162-14.74%1392.21%
30 Jun, 203930.51%70,985,7780.43%94.15%1.07%1900.53%136-7.48%
31 Mar, 20391-9.07%70,685,2580.23%93.80%1.05%189-9.57%1474.26%
31 Dec, 19430-2.49%70,522,7530.09%94.32%1.06%20910.58%141-15.06%
30 Sep, 194411.61%70,461,447-0.31%94.16%1.05%189-13.70%16625.76%
30 Jun, 194343.33%70,683,712-1.00%94.61%1.02%21914.66%132-13.16%
31 Mar, 194200.48%71,400,8760.58%96.23%1.03%191-3.54%1521.33%
31 Dec, 184180.72%70,987,2910.61%96.88%1.05%19813.79%1503.45%
30 Sep, 18415-70,559,333-0.15%96.13%1.03%174-1.69%145-5.23%
30 Jun, 184154.01%70,662,872-1.06%96.81%1.01%177-8.76%15322.40%
31 Mar, 18399-71,417,107-0.15%97.96%1.01%1941.04%125-8.09%
31 Dec, 173995.84%71,523,9820.01%98.63%1.00%19215.66%1366.25%
30 Sep, 173772.72%71,516,6251.03%99.20%1.03%166-128-7.25%
30 Jun, 17367-5.90%70,790,4771.71%98.32%1.05%166-14.43%1383.76%
31 Mar, 17390-1.76%69,602,7422.38%96.86%1.08%194-3.48%133-2.21%
31 Dec, 16397-1.49%67,983,394-0.06%94.91%1.04%2015.79%1361.49%
30 Sep, 164030.50%68,022,328-0.04%95.38%1.03%190-6.40%13411.67%
30 Jun, 164015.25%68,050,322-3.89%96.12%0.93%2036.84%120-6.98%
31 Mar, 1638110.76%70,801,7012.50%101.48%1.02%1907.95%12926.47%
31 Dec, 153441.78%69,076,529-12.91%99.71%0.75%17611.39%1023.03%
30 Sep, 153384.97%79,311,70717.14%114.93%1.18%15812.86%99-13.91%
30 Jun, 15322-3.01%67,706,7040.33%98.80%1.01%1406.87%115-10.16%
31 Mar, 153320.30%67,481,0821.09%98.70%1.00%131-13.25%1284.92%
31 Dec, 143316.77%66,751,548-1.30%99.15%0.99%15110.22%12215.09%
30 Sep, 143100.65%67,631,2492.30%100.11%1.03%137-1.44%1061.92%
30 Jun, 14308-66,108,123-1.03%98.51%0.98%139-12.58%10419.54%
31 Mar, 14308-1.28%66,794,590-0.55%100.27%0.95%15921.37%87-28.10%
31 Dec, 133128.33%67,163,8904.97%102.81%1.08%1318.26%1214.31%
30 Sep, 13288-2.37%63,985,0136.05%97.68%1.14%121-43.98%116169.77%
30 Jun, 13295100.68%60,333,263161.15%92.61%7.26%216154.12%4313.16%
31 Mar, 13147-2.65%23,102,562-13.41%35.71%2.08%8516.44%38-20.83%
31 Dec, 121518.63%26,680,68619.43%41.44%3.40%734.29%4845.45%
30 Sep, 121399.45%22,340,6442.11%34.90%2.96%7018.64%33-21.43%
30 Jun, 12127-3.05%21,879,686-19.23%34.35%1.88%59-4.84%42-8.70%
31 Mar, 121318.26%27,088,93316.01%42.72%3.13%62-11.43%4658.62%
31 Dec, 1112119.80%23,350,51618.55%36.93%3.76%7045.83%29-12.12%
30 Sep, 111016.32%19,696,717-30.03%31.36%1.53%4811.63%33-10.81%
30 Jun, 1195-2.06%28,151,588-4.75%45.25%1.96%43-10.42%378.82%
31 Mar, 11974.30%29,555,06227.80%48.08%3.37%48-2.04%3417.24%
31 Dec, 1093-2.11%23,126,77018.25%37.76%3.70%4940.00%29-27.50%
30 Sep, 1095-1.04%19,556,946-4.71%31.95%2.84%35-33.96%4053.85%
30 Jun, 109617.07%20,523,5104.82%33.55%3.27%5332.50%26-3.70%
31 Mar, 10822.50%19,579,30213.61%32.05%4.02%40-2.44%273.85%
31 Dec, 0980-3.61%17,233,981-12.24%28.24%2.64%41-6.82%26-3.70%
30 Sep, 0983-19,637,956-5.48%32.72%2.63%44-6.38%278.00%
30 Jun, 09833.75%20,776,012-4.98%35.26%2.55%472.17%2513.64%
31 Mar, 0980-5.88%21,865,346-13.87%37.16%1.99%46-14.81%2229.41%
31 Dec, 088518.06%25,386,49614.85%43.18%3.03%5474.19%17-34.62%
30 Sep, 0872-6.49%22,103,74675.20%37.74%8.15%31-34.04%2673.33%
30 Jun, 08771.32%12,616,4838.79%21.52%5.48%47-4.08%15-16.67%
31 Mar, 08767.04%11,597,413-25.48%19.82%2.58%498.89%1838.46%
31 Dec, 077122.41%15,562,93262.90%27.74%9.63%4521.62%1344.44%
30 Sep, 075818.37%9,553,69626.31%16.97%9.36%3768.18%9-57.14%
30 Jun, 07494.26%7,563,44715.60%13.47%9.51%224.76%2175.00%
31 Mar, 0747-9.62%6,542,850-16.72%11.90%5.83%21-38.24%129.09%
31 Dec, 065210.64%7,856,6013.21%14.28%6.83%3430.77%11-8.33%
30 Sep, 0647-4.08%7,612,11325.82%14.46%11.02%26-3.70%129.09%
30 Jun, 0649-3.92%6,050,191-15.60%11.46%6.29%27-10.00%11-21.43%
31 Mar, 065134.21%7,168,3095.32%13.49%8.04%3030.43%1475.00%
31 Dec, 0538-6,806,3049.16%12.96%9.18%2335.29%8-33.33%
30 Sep, 0538-11.63%6,235,218-26.18%11.88%4.54%17-45.16%1271.43%
30 Jun, 054330.30%8,446,44959.31%16.17%16.05%3172.22%7-22.22%
31 Mar, 0533-2.94%5,302,05325.20%10.04%14.56%18-10.00%9-10.00%
31 Dec, 043417.24%4,234,76223.26%8.30%18.75%2025.00%1042.86%
30 Sep, 0429-6.45%3,435,7379.33%6.65%17.77%16-15.79%716.67%
30 Jun, 04313.33%3,142,67064.06%6.12%40.31%19-13.64%6100.00%
31 Mar, 043015.38%1,915,558-8.65%3.90%21.35%2246.67%3-50.00%
31 Dec, 032613.04%2,097,035-18.49%4.27%15.46%1536.36%6-14.29%
30 Sep, 0323-8.00%2,572,750-7.97%5.26%14.96%11-15.38%7-
30 Jun, 032513.64%2,795,476-23.41%5.93%8.72%13-7.14%716.67%
31 Mar, 03224.76%3,650,030-30.21%8.24%5.22%14-6.67%650.00%
31 Dec, 022123.53%5,229,94991.62%12.56%30.90%1536.36%4-
30 Sep, 0217-10.53%2,729,300-23.76%6.38%8.28%11-8.33%4-
30 Jun, 02195.56%3,579,89284.83%8.77%36.87%1220.00%4-
31 Mar, 021838.46%1,936,89010.97%4.88%24.95%1025.00%4-
31 Dec, 0113-18.75%1,745,47053.51%4.42%52.95%860.00%4-20.00%
30 Sep, 0116-20.00%1,137,068-63.42%2.89%4.55%5-50.00%5-
30 Jun, 01205.26%3,108,39516.12%7.97%16.77%10-5-
31 Mar, 011918.75%2,676,81628.91%6.90%24.07%1066.67%525.00%
31 Dec, 0016-2,076,574-34.62%5.35%7.94%650.00%4-50.00%
30 Sep, 0016-5.88%3,176,356-13.54%8.21%9.06%4-55.56%8300.00%
30 Jun, 001730.77%3,673,713-27.90%9.52%5.70%912.50%2100.00%
31 Mar, 00138.33%5,094,98162.86%12.92%20.53%814.29%1-66.67%
31 Dec, 99129.09%3,128,445-8.93%7.93%10.41%7-350.00%
30 Sep, 9911-26.67%3,435,060-27.46%8.73%6.44%7-30.00%2-
30 Jun, 991525.00%4,735,0754.13%11.64%9.01%10-16.67%2-
31 Mar, 9912-4,547,056-11.37%-12---

Federal Realty Investment Trust Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell45$99.99$4.50K209,559
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell29$99.91$2.90K209,530
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell271$99.90$27.07K209,259
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell100$99.40$9.94K209,159

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Guglielmone Danielofficer EVP-CFO and TreasurerF-InKindSell827$112.48$93.02K55,227
Jun 17, 2024WOOD DONALD Cdirector, officer Chief Executive OfficerG-GiftSell30,146--124,780
Feb 13, 2024WOOD DONALD Cdirector, officer Chief Executive OfficerF-InKindSell24,758$100.71$2.49M154,926
Feb 13, 2024Guglielmone Danielofficer EVP-CFO and TreasurerF-InKindSell3,935$100.71$396.29K56,054
Feb 13, 2024BERKES JEFFREY Sofficer President and COOF-InKindSell7,512$100.71$756.53K71,421
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell45$99.99$4.50K209,559
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell29$99.91$2.90K209,530
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell271$99.90$27.07K209,259
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell100$99.40$9.94K209,159

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Guglielmone Danielofficer EVP-CFO and TreasurerF-InKindSell827$112.48$93.02K55,227
Jun 17, 2024WOOD DONALD Cdirector, officer Chief Executive OfficerG-GiftBuy30,146--219,405
Jun 17, 2024WOOD DONALD Cdirector, officer Chief Executive OfficerG-GiftSell30,146--124,780
Feb 13, 2024WOOD DONALD Cdirector, officer Chief Executive OfficerF-InKindSell24,758$100.71$2.49M154,926
Feb 13, 2024Guglielmone Danielofficer EVP-CFO and TreasurerF-InKindSell3,935$100.71$396.29K56,054
Feb 13, 2024BERKES JEFFREY Sofficer President and COOF-InKindSell7,512$100.71$756.53K71,421
Feb 07, 2024WOOD DONALD Cdirector, officer Chief Executive OfficerA-AwardBuy68,331--179,684
Feb 07, 2024Guglielmone Danielofficer EVP-CFO and TreasurerA-AwardBuy10,466--59,989
Feb 07, 2024BERKES JEFFREY Sofficer President and COOA-AwardBuy13,463--78,933
Feb 07, 2024BECKER DAWN Mofficer EVP-General Counsel &SecretaryA-AwardBuy12,587--172,525
Jan 03, 2024FAEDER DAVID Wdirector-A-AwardBuy873--25,642
Jan 03, 2024Holland Elizabeth Idirector-A-AwardBuy1,164--7,315
Jan 03, 2024Steinel Gail Pdirector-A-AwardBuy1,164--15,606
Jan 03, 2024McEachin Thomasdirector-A-AwardBuy1,164--1,463
Jan 03, 2024Lamb-Hale Nicoledirector-A-AwardBuy1,164--3,702
Jan 03, 2024Nader Anthony P IIIdirector-A-AwardBuy1,164--3,702
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell45$99.99$4.50K209,559
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell29$99.91$2.90K209,530
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell271$99.90$27.07K209,259
Dec 05, 2023WOOD DONALD Cdirector, officer Chief Executive OfficerS-SaleSell100$99.40$9.94K209,159

The last insider sell of Federal Realty Investment Trust's stock was made by Guglielmone Daniel on Aug 05 2024, selling 827 shares at $112.48 per share (valued at $93.02K).

Federal Realty Investment Trust Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 202411100.00%
Q1 2024103333.33%
Q4 2023-23-
Q3 2023-2-
Q2 202333100.00%
Q1 2023106166.67%
Q4 2022---
Q3 2022-2-
Q2 202231300.00%
Q1 2022103333.33%
Q3 202111100.00%
Q1 2021145280.00%
Q3 202011100.00%
Q1 202094225.00%
Q3 20192366.67%
Q1 201993300.00%
Q4 20181185.56%
Q3 2018-1-
Q2 20183634.76%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Federal Realty Investment Trust's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024---
Q1 2024---
Q4 2023-23-
Q3 2023---
Q2 2023---
Q1 2023-3-
Q4 2022---
Q3 2022---
Q2 20222--
Q1 2022---
Q3 2021---
Q1 2021---
Q3 2020---
Q1 2020-2-
Q3 2019---
Q1 2019---
Q4 2018-17-
Q3 2018---
Q2 2018-59-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Federal Realty Investment Trust's stocks.

Federal Realty Investment Trust Peer Ownership


TickerCompany
MACThe Macerich Company
ADCAgree Realty Corporation
GTYGetty Realty Corp.
SITCSITE Centers Corp.
AKRAcadia Realty Trust
BRXBrixmor Property Group Inc.
SKTTanger Factory Outlet Centers, Inc.
SPGSimon Property Group, Inc.
REGRegency Centers Corporation
ORealty Income Corporation
NTSTNETSTREIT Corp.
WSRWhitestone REIT
NNNNational Retail Properties, Inc.
KIMKimco Realty Corporation

FRT Ownership FAQ


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).

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.

As of Jun 2024, there are 440 institutional shareholders of Federal Realty Investment Trust.

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).

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.

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).