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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 95.54% institutional investors, 1.01% insiders, and 3.45% retail investors. Vanguard group is the largest institutional shareholder, holding 15.48% of FRT shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.46% of its assets in Federal Realty Investment Trust shares.

FRT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFederal Realty Investment Trust95.54%1.01%3.45%
SectorReal Estate Stocks 64.18%7.35%28.47%
IndustryRetail REIT Stocks 77.11%7.94%14.95%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group12.79M15.48%$1.29B
Blackrock8.35M10.11%$843.06M
Norges bank7.23M8.75%$729.88M
State street6.14M7.44%$626.85M
Jpmorgan chase4.72M5.71%$476.29M
Resolution capital2.93M3.55%$295.99M
Invesco2.07M2.50%$208.82M
Massachusetts financial services co /ma/1.99M2.41%$201.36M
Geode capital management1.95M2.36%$196.56M
Proshare advisors1.73M2.10%$174.88M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Rush island management, lp1.61M13.32%$162.40M
Resolution capital2.93M5.57%$295.99M
Waterfront capital partners364.16K4.32%$36.77M
Masterton capital management, lp48.15K3.47%$4.86M
Kinloch capital33.97K1.79%$3.43M
Xcel wealth management40.09K1.27%$4.05M
Rwc asset management llp174.85K1.24%$17.65M
Vert asset management29.13K1.17%$2.94M
Cboe vest financial430.05K1.04%$43.42M
Mattern capital management72.58K1.01%$7.33M

Top Buyers

HolderShares% AssetsChange
Norges bank7.23M0.11%7.23M
Deutsche bank ag\1.17M0.05%905.40K
Westwood group642.45K0.30%546.71K
Russell investments group512.45K0.08%365.07K
Rush island management, lp1.61M13.32%312.84K

Top Sellers

HolderShares% AssetsChange
Capital research global investors---2.41M
Ubs asset management americas108.76K0.00%-639.39K
Resolution capital2.93M5.57%-625.13K
Pggm investments11.56K0.02%-589.88K
Apg asset management us---470.23K

New Positions

HolderShares% AssetsChangeValue
Norges bank7.23M0.11%7.23M$729.88M
Allianz asset management gmbh158.60K0.02%158.60K$16.01M
Centiva capital, lp32.95K0.06%32.95K$3.33M
Bamco inc /ny/23.85K0.01%23.85K$2.41M
Edgestream partners19.62K0.10%19.62K$1.98M

Sold Out

HolderChange
Harbor investment advisory-1.00
Jfs wealth advisors-1.00
Ruedi wealth management-1.00
Colonial trust advisors-2.00
Delos wealth advisors-3.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 2023415-1.89%71,453,650-9.42%870.93%199-3.40%1356.30%
Jun 30, 2023423-4.73%78,884,7441.08%971.05%206-12.71%1273.25%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor2.94M3.46%-8.94K
Vanguard Total Stock Mkt Idx Inv2.66M3.13%-5.57K
American Funds American Mutual A2.29M2.74%-1.62K
Capital Group American Mutual Comp2.29M2.74%-1.62K
Vanguard Small Cap Index2.10M2.47%4.10K
Vanguard Institutional 500 Index Trust1.99M2.35%22.59K
ProShares S&P 500 Dividend Aristocrats1.65M1.94%-698.00
Vanguard Small Cap Value Index Inv1.42M1.67%-488.00
Invesco S&P 500® Equal Weight ETF1.11M1.30%5.10K
Fidelity 500 Index924.82K1.09%5.06K

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
2024 Q3-6
2024 Q2--
2024 Q1--
2023 Q4-23
2023 Q3--

FRT Ownership FAQ

Who Owns Federal Realty Investment Trust?

Federal Realty Investment Trust shareholders are primarily institutional investors at 95.54%, followed by 1.01% insiders and 3.45% retail investors. The average institutional ownership in Federal Realty Investment Trust's industry, Retail REIT Stocks , is 77.11%, which Federal Realty Investment Trust exceeds.

Who owns the most shares of Federal Realty Investment Trust?

Federal Realty Investment Trust’s largest shareholders are Vanguard group (12.79M shares, 15.48%), Blackrock (8.35M shares, 10.11%), and Norges bank (7.23M shares, 8.75%). Together, they hold 34.34% 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?

Rush island management, lp is Federal Realty Investment Trust’s biggest shareholder by percentage of total assets invested, with 13.32% of its assets in 1.61M Federal Realty Investment Trust shares, valued at 162.4M$.

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 3.46% of its total shares outstanding invested in 2.94M Federal Realty Investment Trust shares.

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