Federal Realty Investment Trust (FRT) Ownership

113.15 ↓0.09 (-0.08%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Federal Realty Investment Trust (FRT), owning a total of 12.8 million shares. Combined, the top 32 institutional holders of FRT own 91.09% of the company with a total of 77 million shares.

In the latest ownership report on June 30th 2024, the top 32 institutional holders increased their combined ownership of FRT by 391 thousand shares. 13 institutions bought 1,691,808 total additional shares and increased their ownership by an average of 30.40%. However 8 institutions sold 1,300,802 total shares and decreased their ownership by an average of 4.94%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Federal Realty Investment Trust increased by a net total of 391,006 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc15.049%0.432%12,786,15555,0462024-06-30
BlackRock Inc9.827%0.259%8,349,65721,5992024-06-30
NORGES BANK8.508%0.207%7,228,71514,9552024-06-30
State Street Corp7.230%-3.614%6,143,244-230,3112024-06-30
JPMorgan Chase & Co5.552%-6.967%4,717,107-353,2392024-06-30
Resolution Capital Limited3.450%-17.577%2,931,422-625,1252024-06-30
Capital Research Global Investors2.840%0.026%2,413,1976182024-06-30
Amvescap Plc.2.434%1.173%2,068,17823,9772024-06-30
Massachusetts Financial Services Company2.347%4.748%1,994,20990,3952024-06-30
Geode Capital Management, LLC2.294%3.789%1,948,93771,1442024-06-30
Morgan Stanley - Brokerage Accounts2.249%7.251%1,910,716129,1822024-06-30
ProShare Advisors LLC2.039%2.176%1,732,02636,8802024-06-30
Rush Island Management, LP1.893%24.146%1,608,444312,8372024-06-30
Charles Schwab Investment Management Inc1.419%1.759%1,205,70620,8422024-06-30
Deutsche Bank AG1.371%348.488%1,165,208905,4002024-06-30
Dimensional Fund Advisors, Inc.1.341%0.791%1,138,9678,9332024-06-30
Legal & General Group PLC1.119%-0.173%951,053-1,6442024-06-30
Wells Fargo & Co1.036%-2.492%880,307-22,4992024-06-30
Clark Capital Management Group Inc0.968%-4.414%822,599-37,9832024-06-30
Northern Trust Corp0.863%-0.344%733,216-2,5322024-06-30
Bank of New York Mellon Corp0.792%-3.980%662,757-27,4692024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc15.049%0.432%12,786,15555,0462024-06-30
BlackRock Inc9.827%0.259%8,349,65721,5992024-06-30
NORGES BANK8.508%0.207%7,228,71514,9552024-06-30
State Street Corporation7.618%-7.198%6,373,555-494,3482024-03-31
State Street Corp7.230%-3.614%6,143,244-230,3112024-06-30
JPMorgan Chase & Co5.552%-6.967%4,717,107-353,2392024-06-30
Resolution Capital Limited3.450%-17.577%2,931,422-625,1252024-06-30
Capital Research Global Investors2.840%0.026%2,413,1976182024-06-30
Amvescap Plc.2.434%1.173%2,068,17823,9772024-06-30
Massachusetts Financial Services Company2.347%4.748%1,994,20990,3952024-06-30
Geode Capital Management, LLC2.294%3.789%1,948,93771,1442024-06-30
Morgan Stanley - Brokerage Accounts2.249%7.251%1,910,716129,1822024-06-30
ProShare Advisors LLC2.039%2.176%1,732,02636,8802024-06-30
Rush Island Management, LP1.893%24.146%1,608,444312,8372024-06-30
Charles Schwab Investment Management Inc1.419%1.759%1,205,70620,8422024-06-30
Deutsche Bank AG1.371%348.488%1,165,208905,4002024-06-30
Dimensional Fund Advisors, Inc.1.341%0.791%1,138,9678,9332024-06-30
Legal & General Group PLC1.119%-0.173%951,053-1,6442024-06-30
Alyeska Investment Group, L.P.1.119%46.314%928,139293,7922023-09-30
Cohen & Steers Inc1.122%-2.379%912,781-22,2472022-09-30
Wells Fargo & Co1.036%-2.492%880,307-22,4992024-06-30
Clark Capital Management Group Inc0.968%-4.414%822,599-37,9832024-06-30
Goldman Sachs Group Inc0.983%159.165%815,170500,6332023-12-31
Schroder Investment Management Group0.999%-0.172%811,045-1,3982022-09-30
UBS Asset Mgmt Americas Inc0.894%2.772%748,15220,1822024-03-31
Brookfield Asset Management Inc0.919%15.510%745,945100,1632022-06-30
Northern Trust Corp0.863%-0.344%733,216-2,5322024-06-30
OFI Invest Asset Management0.879%0.000%716,616716,6162023-03-31
Waterfront Capital Partners, LLC0.844%18.284%686,101106,0552022-09-30
Bank of New York Mellon Corp0.792%-3.980%662,757-27,4692024-06-30
HSBC Holdings PLC0.561%34.295%457,617116,8612023-03-31
Apg Investments Us Inc0.530%-7.217%431,896-33,5932023-03-31

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Federal Realty Investment Trust (FRT), owning a total of 2.9 million shares. Combined, the top 34 mutual fund holders of FRT own 49.43% of the company with a total of 41.4 million shares.

In the latest ownership report on October 31st 2024, the top 34 fund holders increased their combined ownership of FRT by 51 thousand shares. 7 funds bought 52,561 total additional shares and increased their ownership by an average of 1.06%. However 2 funds sold 1,913 total shares and decreased their ownership by an average of 0.13%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Federal Realty Investment Trust increased by a net total of 50,648 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
ProShares S&P 500 Dividend Aristocrats1.943%-0.042%1,650,859-6982024-10-31
Invesco S&P 500® Equal Weight ETF1.301%0.464%1,105,0625,1002024-10-31
SPDR® S&P 500® ETF Trust1.079%0.521%916,8824,7522024-10-31
SPDR® S&P Dividend ETF1.078%2.679%915,83623,8972024-10-31
iShares Core S&P 500 ETF0.986%0.153%837,7201,2762024-10-31
SPDR® Portfolio S&P 500® High Div ETF0.862%0.067%732,6524922024-10-31
Invesco S&P 500® High Div Low Vol ETF0.655%-0.218%556,335-1,2152024-10-31
The Real Estate Select Sector SPDR®0.642%1.070%545,3805,7722024-10-31
FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF0.553%2.460%469,57611,2722024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor3.470%-1.356%2,947,941-40,5352024-09-30
Vanguard Total Stock Mkt Idx Inv3.132%1.693%2,661,36544,3152024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.076%1.754%2,510,80943,2832023-03-31
American Funds Capital Income Bldr A3.063%0.000%2,500,00002023-09-30
Capital Group American Mutual Comp2.739%-0.071%2,291,893-1,6232024-06-30
American Funds American Mutual A2.739%-0.071%2,291,893-1,6232024-06-30
American Funds Income Fund of Amer A2.573%0.000%2,100,00002023-09-30
Vanguard Small Cap Index2.466%0.039%2,094,8098172024-09-30
Vanguard Institutional 500 Index Trust2.321%1.045%1,971,73220,3982024-09-30
Vanguard 500 Index Investor2.165%0.489%1,765,0658,5842023-08-31
ProShares S&P 500 Dividend Aristocrats1.943%-0.042%1,650,859-6982024-10-31
Vanguard Small Cap Value Index Inv1.669%0.950%1,418,20113,3482024-09-30
Invesco S&P 500® Equal Weight ETF1.301%0.464%1,105,0625,1002024-10-31
Fidelity 500 Index1.089%0.550%924,8215,0572024-09-30
SPDR® S&P 500® ETF Trust1.079%0.521%916,8824,7522024-10-31
SPDR® S&P Dividend ETF1.078%2.679%915,83623,8972024-10-31
SPDR® S&P 500 ETF Trust1.046%0.229%867,7741,9802024-04-30
Fidelity® 500 Index1.048%0.642%854,9825,4502023-11-30
iShares Core S&P 500 ETF0.986%0.153%837,7201,2762024-10-31
SPDR® Portfolio S&P 500 High Div ETF1.004%0.000%833,04702024-04-30
SPDR® Portfolio S&P 500® High Div ETF0.862%0.067%732,6524922024-10-31
SPDR® S&P US Dividend Aristocrats ETFDis0.784%-7.488%639,372-51,7542023-07-31
Clark Navigator High Dividend Equity0.722%0.553%613,4393,3732024-09-30
JPM US Mid Cap Value-Composite0.723%-1.888%604,492-11,6352023-12-31
JPM US Mid Cap Value-MA0.722%33,588.300%598,978597,2002024-03-31
MFS Global Real Estate I0.703%0.000%596,87802024-09-30
JPMorgan Mid Cap Value L0.714%-1.086%592,476-6,5022024-05-31
Invesco S&P 500® High Div Low Vol ETF0.655%-0.218%556,335-1,2152024-10-31
The Real Estate Select Sector SPDR®0.642%1.070%545,3805,7722024-10-31
JPMorgan Value Advantage L0.638%0.000%542,27002024-09-30
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc0.604%0.000%505,34102024-08-31
Vanguard Real Estate II Index0.564%0.259%478,8781,2352024-09-30
Vanguard Institutional Index I0.564%-0.191%478,799-9182024-09-30
FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF0.553%2.460%469,57611,2722024-10-31

Discussions

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millimaker3/23/24 08:53pm

$FRT gonna take my L with this one

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haltdaytrader12/1/23 03:50pm

$FRT rocket fuel tanks are full. Gonna shoot to the stars

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