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

OverviewForecastRevenueFinancialsChartTranscripts

Federal Realty Investment Trust Ownership Summary

Federal Realty Investment Trust is owned by 35.83% institutional investors, 1.17% insiders, and 63.00% retail investors. Vanguard group is the largest institutional shareholder, holding 15.53% of FRT shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.41% of its assets in Federal Realty Investment Trust shares.

FRT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFederal Realty Investment Trust35.83%1.17%63.00%
SectorReal Estate Stocks 55.70%8.24%36.06%
IndustryRetail REIT Stocks 68.11%8.29%23.61%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group13.04M15.53%$1.46B
Blackrock funding, inc. /de8.80M10.47%$984.65M
Blackrock8.35M10.11%$843.06M
Norges bank7.24M8.62%$810.54M
State street6.14M7.44%$626.85M
Jpmorgan chase4.61M5.48%$515.64M
Resolution capital3.52M4.19%$394.42M
Invesco3.05M3.64%$341.83M
Geode capital management2.03M2.42%$227.46M
Massachusetts financial services co /ma/1.95M2.32%$218.05M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Masterton capital management, lp155.95K9.89%$17.46M
Rush island management, lp1.19M8.85%$133.08M
Resolution capital3.52M7.09%$394.42M
Gillson capital lp276.40K2.79%$30.94M
Kinloch capital33.97K1.79%$3.43M
Cbre investment management listed real assets811.95K1.61%$90.90M
Vert asset management33.02K1.27%$3.70M
Centersquare investment management1.04M1.23%$116.65M
Rwc asset management llp218.49K1.23%$24.46M
Xcel wealth management37.23K1.16%$4.17M

Top Buyers

HolderShares% AssetsChange
Norges bank7.24M0.11%7.24M
Centersquare investment management1.04M1.23%941.41K
Invesco3.05M0.06%893.26K
Resolution capital3.52M7.09%389.27K
Blackrock funding, inc. /de8.80M0.02%382.58K

Top Sellers

HolderShares% AssetsChange
Capital research global investors---2.41M
Jpmorgan chase4.61M0.04%-280.04K
Arrowstreet capital, limited partnership---271.16K
State street6.14M0.03%-230.31K
Wellington management group llp1.80K--229.11K

New Positions

HolderShares% AssetsChangeValue
Norges bank7.24M0.11%7.24M$810.54M
Alyeska investment group363.03K0.15%363.03K$40.64M
Gillson capital lp276.40K2.79%276.40K$30.94M
Apg asset management us180.82K0.15%180.82K$20.24M
Bnp paribas arbitrage, snc177.48K0.01%177.48K$19.87M

Sold Out

HolderChange
Harbor investment advisory-1.00
Westend advisors-1.00
Ruedi wealth management-1.00
Jfs wealth advisors-1.00
Colonial trust advisors-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024232-54.06%30,097,218-59.32%350.46%116-58.72%69-51.06%
Sep 30, 202449910.40%74,077,330-6.16%880.97%27728.24%139-7.33%
Jun 30, 2024447-78,924,0529.40%951.25%2131.91%150-4.46%
Mar 31, 2024447-1.76%72,143,098-7.22%870.96%209-9.91%1574.67%
Dec 31, 20234559.64%77,755,2448.82%951.24%23216.58%15011.11%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor2.92M3.41%9.91K
Vanguard Total Stock Mkt Idx Inv2.68M3.13%7.97K
Vanguard US Total Market Shares ETF2.66M3.10%44.31K
Capital Group American Mutual Comp2.29M2.74%-1.62K
American Funds American Mutual A2.29M2.74%-1.62K
Vanguard Small Cap Index2.17M2.53%1.76K
Vanguard Institutional 500 Index Trust2.12M2.48%17.61K
ProShares S&P 500 Dividend Aristocrats1.59M1.86%-
Invesco S&P 500® Equal Weight ETF1.46M1.71%3.12K
Vanguard Small Cap Value Index Inv1.43M1.67%-4.77K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 18, 2024BERKES JEFFREY S President and COOSell$2.12M
Sep 05, 2024WOOD DONALD C Chief Executive OfficerSell$122.97K
Sep 06, 2024WOOD DONALD C Chief Executive OfficerSell$81.53K
Sep 09, 2024WOOD DONALD C Chief Executive OfficerSell$661.83K
Sep 05, 2024WOOD DONALD C Chief Executive OfficerSell$3.40M

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q4--
2024 Q3-6
2024 Q2--
2024 Q1--

FRT Ownership FAQ

Who Owns Federal Realty Investment Trust?

Federal Realty Investment Trust shareholders are primarily institutional investors at 35.83%, followed by 1.17% insiders and 63.00% retail investors. The average institutional ownership in Federal Realty Investment Trust's industry, Retail REIT Stocks , is 68.11%, which Federal Realty Investment Trust falls below.

Who owns the most shares of Federal Realty Investment Trust?

Federal Realty Investment Trust’s largest shareholders are Vanguard group (13.04M shares, 15.53%), Blackrock funding, inc. /de (8.8M shares, 10.47%), and Blackrock (8.35M shares, 10.11%). Together, they hold 36.11% of Federal Realty Investment Trust’s total shares outstanding.

Does Blackrock own Federal Realty Investment Trust?

Yes, BlackRock owns 10.11% of Federal Realty Investment Trust, totaling 8.35M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 843.06M$. In the last quarter, BlackRock increased its holdings by 21.6K shares, a 0.26% change.

Who is Federal Realty Investment Trust’s biggest shareholder by percentage of total assets invested?

Masterton capital management, lp is Federal Realty Investment Trust’s biggest shareholder by percentage of total assets invested, with 9.89% of its assets in 155.95K Federal Realty Investment Trust shares, valued at 17.46M$.

Who is the top mutual fund holder of Federal Realty Investment Trust shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Federal Realty Investment Trust shares, with 3.41% of its total shares outstanding invested in 2.92M Federal Realty Investment Trust shares.

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