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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 60.00% institutional investors, 1.04% insiders, and 38.95% retail investors. Vanguard group is the largest institutional shareholder, holding 15.40% of FRT shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.51% of its assets in Federal Realty Investment Trust shares.

FRT Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockFederal Realty Investment Trust60.00%1.04%38.95%
SectorReal Estate Stocks 49.33%9.10%41.57%
IndustryRetail REIT Stocks 44.14%8.16%47.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group13.24M15.40%$1.34B
Blackrock8.35M10.11%$843.06M
Blackrock funding, inc. /de8.35M9.72%$846.30M
Norges bank7.24M8.62%$810.54M
State street6.67M7.76%$675.61M
Resolution capital3.16M3.68%$320.47M
Invesco2.66M3.09%$269.49M
Geode capital management2.18M2.53%$219.97M
Proshare advisors1.80M2.09%$182.05M
Massachusetts financial services co /ma/1.57M1.83%$159.26M

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 investments1.07M1.76%$108.59M
Sophron capital management51.96K1.62%$5.26M
Kinloch capital36.18K1.60%$3.66M
Gsi capital advisors24.75K1.42%$2.51M
Centersquare investment management1.27M1.29%$128.75M
Vert asset management37.05K1.26%$3.75M

Top Buyers

HolderShares% AssetsChange
Norges bank7.24M0.11%7.24M
Rakuten investment management504.94K0.21%504.94K
Ubs asset management americas587.69K0.01%481.43K
Price t rowe associates inc /md/878.69K0.01%377.07K
Schroder investment management group338.06K0.03%338.06K

Top Sellers

HolderShares% AssetsChange
Capital research global investors---2.41M
Clark capital management group---632.59K
Jpmorgan chase1.29M0.01%-512.26K
Alyeska investment group---363.03K
Rush island management, lp1.31M9.11%-294.25K

New Positions

HolderShares% AssetsChangeValue
Norges bank7.24M0.11%7.24M$810.54M
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
Axa investment managers48.88K0.01%48.88K$4.95M

Sold Out

HolderChange
Ruedi wealth management-1.00
Westend advisors-1.00
Hhm wealth advisors-1.00
Jfs wealth advisors-1.00
Harbor investment advisory-1.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 202449910.40%74,077,330-6.16%880.97%27728.24%139-7.33%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor3.03M3.51%3.83K
Vanguard Total Stock Mkt Idx Inv2.71M3.14%-57.98K
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 Small Cap Index2.09M2.43%-13.78K
Vanguard 500 Index Investor1.92M2.23%-281.57K
ProShares S&P 500 Dividend Aristocrats1.78M2.06%-
Invesco S&P 500® Equal Weight ETF1.47M1.70%2.15K

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

FRT Ownership FAQ

Who Owns Federal Realty Investment Trust?

Federal Realty Investment Trust shareholders are primarily institutional investors at 60.00%, followed by 1.04% insiders and 38.96% retail investors. The average institutional ownership in Federal Realty Investment Trust's industry, Retail REIT Stocks , is 44.14%, 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 (13.24M shares, 15.40%), Blackrock (8.35M shares, 10.11%), and Blackrock funding, inc. /de (8.35M shares, 9.72%). Together, they hold 35.22% 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 3.51% of its total shares outstanding invested in 3.03M Federal Realty Investment Trust shares.

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