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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 90.12% institutional investors, 1.12% insiders, and 8.76% retail investors. Vanguard group is the largest institutional shareholder, holding 14.80% of FRT shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.52% of its assets in Federal Realty Investment Trust shares.

FRT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFederal Realty Investment Trust90.12%1.12%8.76%
SectorReal Estate Stocks 48.86%9.88%41.26%
IndustryRetail REIT Stocks 68.93%8.06%23.02%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group13.23M14.80%$1.33B
Blackrock8.35M10.11%$843.06M
Blackrock funding, inc. /de8.64M10.05%$917.87M
Norges bank7.28M8.15%$734.29M
State street6.38M7.42%$677.49M
Resolution capital3.64M4.24%$387.09M
Invesco2.69M3.13%$285.53M
Geode capital management2.29M2.67%$243.10M
Aqr capital management2.13M2.47%$221.58M
Northern trust1.63M1.90%$173.60M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Masterton capital management, lp173.55K16.79%$18.43M
Resolution capital3.64M8.14%$387.09M
Grs advisors686.77K7.21%$72.94M
Rush island management, lp638.54K4.55%$67.82M
Hazelview securities167.71K3.32%$17.81M
Kinloch capital44.00K1.91%$4.67M
Pggm investments812.29K1.51%$86.27M
Lasalle investment management securities353.19K1.48%$37.51M
Vert asset management39.86K1.34%$4.23M
New insight wealth advisors34.08K1.30%$3.62M

Top Buyers

HolderShares% AssetsChange
Norges bank7.28M0.08%7.28M
Nuveen1.01M0.03%828.20K
Vanguard fiduciary trust448.37K0.01%448.37K
Northern trust1.63M0.02%403.14K
Grs advisors686.77K7.21%341.78K

Top Sellers

HolderShares% AssetsChange
Capital research global investors---2.41M
Rush island management, lp638.54K4.55%-646.56K
Clark capital management group---632.59K
Ubs asset management americas4.39K0.00%-573.53K
Alyeska investment group---460.46K

New Positions

HolderShares% AssetsChangeValue
Norges bank7.28M0.08%7.28M$734.29M
Vanguard fiduciary trust448.37K0.01%448.37K$47.62M
Vanguard global advisers165.56K0.01%165.56K$17.58M
Lighthouse investment partners132.79K0.49%132.79K$14.10M
Vanguard investments australia77.04K0.02%77.04K$8.18M

Sold Out

HolderChange
Hhm wealth advisors-1.00
Westend advisors-1.00
Jfs wealth advisors-1.00
New millennium group-1.00
Ruedi wealth management-1.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20265473.60%77,489,921-7.79%900.94%2966.09%151-7.36%
Dec 31, 2025394-24.38%63,079,903-17.07%700.90%196-28.47%128-21.47%
Sep 30, 2025343-29.57%51,585,310-35.56%600.69%176-38.46%106-20.30%
Jun 30, 20254952.48%82,158,9978.99%951.23%29016.94%135-12.90%
Mar 31, 2025481-2.43%75,026,202-11.49%870.86%248-8.49%1548.45%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor3.04M3.52%-9.91K
Vanguard Total Stock Mkt Idx Inv2.75M3.18%4.54K
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 Institutional 500 Index Trust2.19M2.54%13.90K
Vanguard 500 Index Investor2.04M2.36%37.22K
Vanguard Small Cap Index1.99M2.30%-3.83K
ProShares S&P 500 Dividend Aristocrats1.62M1.87%-
Invesco S&P 500® Equal Weight ETF1.58M1.82%-481.00

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
2026 Q1--
2025 Q3--
2025 Q2--
2025 Q1--
2024 Q4--

FRT Ownership FAQ

Who Owns Federal Realty Investment Trust?

Federal Realty Investment Trust shareholders are primarily institutional investors at 90.12%, followed by 1.12% insiders and 8.76% retail investors. The average institutional ownership in Federal Realty Investment Trust's industry, Retail REIT Stocks , is 68.93%, 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 (13.23M shares, 14.80%), Blackrock (8.35M shares, 10.11%), and Blackrock funding, inc. /de (8.64M shares, 10.05%). Together, they hold 34.96% 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 16.79% of its assets in 173.55K Federal Realty Investment Trust shares, valued at 18.43M$.

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 3.52% of its total shares outstanding invested in 3.04M Federal Realty Investment Trust shares.

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