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


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Federal Realty Investment Trust Ownership Summary


Federal Realty Investment Trust is owned by 101.06% institutional investors, 1.03% insiders. Vanguard group is the largest institutional shareholder, holding 14.80% of FRT shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.40% of its assets in Federal Realty Investment Trust shares.

FRT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockFederal Realty Investment Trust101.06%1.03%-2.09%
SectorReal Estate Stocks 73.63%9.57%16.80%
IndustryRetail REIT Stocks 92.56%7.50%-0.06%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group13.23M14.80%$1.33B
Blackrock funding, inc. /de10.15M11.80%$1.25B
Blackrock8.35M10.11%$843.06M
State street6.35M7.38%$783.88M
Norges bank5.59M6.50%$690.59M
Vanguard capital management5.41M6.28%$667.39M
Resolution capital3.17M3.68%$391.03M
Invesco2.54M2.95%$313.25M
Aqr capital management2.53M2.94%$312.18M
Geode capital management2.33M2.71%$287.47M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Masterton capital management, lp75.25K7.87%$9.29M
Resolution capital3.17M7.19%$391.03M
Kinloch capital45.41K2.05%$5.61M
Adelante capital management222.62K1.81%$27.48M
Vert asset management40.68K1.37%$5.02M
Hazelview securities80.69K1.36%$9.82M
New insight wealth advisors33.64K1.22%$4.15M
Stance capital27.73K1.04%$3.42M
Prevail innovative wealth advisors55.59K1.02%$6.86M
Argonautica private wealth management33.58K1.01%$4.14M

Top Buyers

HolderShares% AssetsChange
Norges bank5.59M0.07%5.59M
Sixth street partners management company1.54M0.03%1.54M
Blackrock funding, inc. /de10.15M0.02%1.51M
Price t rowe associates inc /md/1.79M0.02%980.00K
Org wealth partners627.84K0.10%627.84K

Top Sellers

HolderShares% AssetsChange
Capital research global investors---2.41M
Pggm investments76.06K0.23%-736.23K
Grs advisors15.48K0.16%-671.29K
Rush island management, lp---638.54K
Clark capital management group---632.59K

New Positions

HolderShares% AssetsChangeValue
Norges bank5.59M0.07%5.59M$690.59M
Sixth street partners management company1.54M0.03%1.54M$189.52M
Org wealth partners627.84K0.10%627.84K$634.21M
Arrowstreet capital, limited partnership564.68K0.03%564.68K$69.70M
Wellington management group llp484.70K0.01%484.70K$59.83M

Sold Out

HolderChange
Ruedi wealth management-1.00
Westend advisors-1.00
New millennium group-1.00
Hhm wealth advisors-1.00
Colonial trust advisors-2.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202661910.54%86,953,62610.87%1011.21%36117.97%1615.23%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Real Estate Index Investor2.95M3.40%-1.45K
Vanguard Total Stock Mkt Idx Inv2.74M3.18%-44.00
Vanguard Morn Total Stk Mkt Idx Investor2.74M3.18%-44.00
Vanguard MStar Total Stk Mkt Idx Invest2.75M3.16%5.08K
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 Investor2.06M2.38%21.71K
Vanguard Small Cap Index1.99M2.29%4.85K

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 Q3--
2026 Q1--
2025 Q3--
2025 Q2--
2025 Q1--

FRT Ownership FAQ


Who Owns Federal Realty Investment Trust?

Federal Realty Investment Trust shareholders are primarily institutional investors at 101.06%, followed by 1.03% insiders and -2.09% retail investors. The average institutional ownership in Federal Realty Investment Trust's industry, Retail REIT Stocks , is 92.56%, 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 funding, inc. /de (10.15M shares, 11.80%), and Blackrock (8.35M shares, 10.11%). Together, they hold 36.71% 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 7.87% of its assets in 75.25K Federal Realty Investment Trust shares, valued at 9.29M$.

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 3.40% of its total shares outstanding invested in 2.95M Federal Realty Investment Trust shares.

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