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 70.59% institutional investors, 1.12% insiders, and 28.29% 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 3.54% of its assets in Federal Realty Investment Trust shares.

FRT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockFederal Realty Investment Trust70.59%1.12%28.29%
SectorReal Estate Stocks 42.56%9.05%48.39%
IndustryRetail REIT Stocks 45.74%8.10%46.15%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group13.23M14.80%$1.33B
Blackrock8.35M10.11%$843.06M
Blackrock funding, inc. /de8.68M9.71%$874.51M
Norges bank7.28M8.15%$734.29M
State street6.67M7.76%$675.61M
Resolution capital3.16M3.68%$320.47M
Invesco2.66M3.09%$269.49M
Geode capital management2.20M2.46%$221.22M
Proshare advisors1.60M1.79%$161.40M
Charles schwab investment management1.37M1.59%$138.92M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Masterton capital management, lp245.65K13.64%$24.89M
Rush island management, lp1.31M9.11%$132.87M
Resolution capital3.16M6.24%$320.47M
Grs advisors655.16K6.21%$66.37M
Pggm investments1.03M1.64%$103.45M
Sophron capital management51.96K1.62%$5.26M
Kinloch capital36.18K1.60%$3.66M
Lasalle investment management securities358.93K1.45%$36.18M
Vert asset management38.86K1.30%$3.92M
Argonautica private wealth management35.29K1.04%$3.56M

Top Buyers

HolderShares% AssetsChange
Norges bank7.28M0.08%7.28M
Rakuten investment management504.94K0.21%504.94K
Price t rowe associates inc /md/878.69K0.01%377.07K
Schroder investment management group338.06K0.03%338.06K
Blackrock funding, inc. /de8.68M0.01%322.19K

Top Sellers

HolderShares% AssetsChange
Capital research global investors---2.41M
Centersquare investment management607.64K0.60%-663.21K
Clark capital management group---632.59K
Massachusetts financial services co /ma/1.10M0.04%-474.71K
Alyeska investment group---363.03K

New Positions

HolderShares% AssetsChangeValue
Norges bank7.28M0.08%7.28M$734.29M
Rakuten investment management504.94K0.21%504.94K$57.67M
Schroder investment management group338.06K0.03%338.06K$33.78B
Jain global148.52K0.07%148.52K$15.05M
Connor, clark & lunn investment management63.45K0.02%63.45K$6.40M

Sold Out

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

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 2024232-54.06%30,097,218-59.32%350.46%116-58.72%69-51.06%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Real Estate Index Investor3.06M3.54%8.77K
Vanguard Total Stock Mkt Idx Inv2.72M3.15%4.17K
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 Investor2.00M2.32%12.43K
Vanguard Small Cap Index1.95M2.27%868.00
Invesco S&P 500® Equal Weight ETF1.75M2.03%5.92K
ProShares S&P 500 Dividend Aristocrats1.62M1.88%-

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 70.59%, followed by 1.12% insiders and 28.29% retail investors. The average institutional ownership in Federal Realty Investment Trust's industry, Retail REIT Stocks , is 45.74%, 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 (8.68M shares, 9.71%). Together, they hold 34.62% 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 13.64% of its assets in 245.65K Federal Realty Investment Trust shares, valued at 24.89M$.

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 3.54% of its total shares outstanding invested in 3.06M Federal Realty Investment Trust shares.

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