Federal Realty Investment Trust (FRT) Ownership

109.63 ↑0.68 (0.62%)
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 34 institutional holders of FRT own 91.75% of the company with a total of 77.6 million shares.

In the latest ownership report on September 30th 2024, the top 34 institutional holders decreased their combined ownership of FRT by 423 thousand shares. 9 institutions bought 1,462,408 total additional shares and increased their ownership by an average of 21.87%. However 10 institutions sold 1,885,294 total shares and decreased their ownership by an average of 11.93%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Federal Realty Investment Trust decreased by a net total of -422,886 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc15.092%0.283%12,822,39036,2352024-09-30
State Street Corp7.195%-0.493%6,112,938-30,3062024-09-30
JPMorgan Chase & Co5.751%3.580%4,885,992168,8852024-09-30
Resolution Capital Limited3.689%6.907%3,133,889202,4672024-09-30
Amvescap Plc.2.543%4.449%2,160,18592,0072024-09-30
Massachusetts Financial Services Company2.307%-1.700%1,960,315-33,8942024-09-30
Geode Capital Management, LLC2.302%0.367%1,956,0977,1602024-09-30
ProShare Advisors LLC1.970%-3.360%1,673,826-58,2002024-09-30
Deutsche Bank AG1.623%18.340%1,378,906213,6982024-09-30
Charles Schwab Investment Management Inc1.469%3.501%1,247,91542,2092024-09-30
Dimensional Fund Advisors, Inc.1.338%-0.185%1,136,865-2,1022024-09-30
Morgan Stanley - Brokerage Accounts1.206%-46.373%1,024,656-886,0602024-09-30
Rush Island Management, LP1.185%-37.417%1,006,614-601,8302024-09-30
Westwood Holdings Group Inc1.112%47.057%944,763302,3172024-09-30
Wells Fargo & Co1.021%-1.437%867,657-12,6502024-09-30
Clark Capital Management Group Inc0.946%-2.317%803,543-19,0562024-09-30
CBRE Investment Management Listed Real Assets LLC0.884%112.318%751,274397,4302024-09-30
Legal & General Group PLC0.860%-23.154%730,851-220,2022024-09-30
Northern Trust Corp0.838%-2.863%712,222-20,9942024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc15.092%0.283%12,822,39036,2352024-09-30
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 Corp7.195%-0.493%6,112,938-30,3062024-09-30
JPMorgan Chase & Co5.751%3.580%4,885,992168,8852024-09-30
Resolution Capital Limited3.689%6.907%3,133,889202,4672024-09-30
Capital Research Global Investors2.840%0.026%2,413,1976182024-06-30
Amvescap Plc.2.543%4.449%2,160,18592,0072024-09-30
Massachusetts Financial Services Company2.307%-1.700%1,960,315-33,8942024-09-30
Geode Capital Management, LLC2.302%0.367%1,956,0977,1602024-09-30
ProShare Advisors LLC1.970%-3.360%1,673,826-58,2002024-09-30
Deutsche Bank AG1.623%18.340%1,378,906213,6982024-09-30
Charles Schwab Investment Management Inc1.469%3.501%1,247,91542,2092024-09-30
Dimensional Fund Advisors, Inc.1.338%-0.185%1,136,865-2,1022024-09-30
Morgan Stanley - Brokerage Accounts1.206%-46.373%1,024,656-886,0602024-09-30
Rush Island Management, LP1.185%-37.417%1,006,614-601,8302024-09-30
Westwood Holdings Group Inc1.112%47.057%944,763302,3172024-09-30
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 & Co1.021%-1.437%867,657-12,6502024-09-30
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
Clark Capital Management Group Inc0.946%-2.317%803,543-19,0562024-09-30
CBRE Investment Management Listed Real Assets LLC0.884%112.318%751,274397,4302024-09-30
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
Legal & General Group PLC0.860%-23.154%730,851-220,2022024-09-30
OFI Invest Asset Management0.879%0.000%716,616716,6162023-03-31
Northern Trust Corp0.838%-2.863%712,222-20,9942024-09-30
Waterfront Capital Partners, LLC0.844%18.284%686,101106,0552022-09-30
Bank of New York Mellon Corp0.780%-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 35 mutual fund holders of FRT own 50.26% of the company with a total of 42.1 million shares.

In the latest ownership report on November 30th 2024, the top 35 fund holders increased their combined ownership of FRT by 11 thousand shares. 6 funds bought 60,221 total additional shares and increased their ownership by an average of 0.64%. However 2 funds sold 71,242 total shares and decreased their ownership by an average of 1.27%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Federal Realty Investment Trust decreased by a net total of -11,021 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor3.413%-1.334%2,899,794-39,2032024-11-30
Vanguard Total Stock Mkt Idx Inv3.088%-1.206%2,623,754-32,0392024-11-30
Vanguard Small Cap Index2.485%0.586%2,111,20912,3002024-11-30
Vanguard Institutional 500 Index Trust2.383%1.538%2,024,99930,6812024-11-30
Vanguard Small Cap Value Index Inv1.680%0.656%1,427,0189,3052024-11-30
SPDR® S&P 500® ETF Trust1.094%0.590%929,6865,4562024-11-30
SPDR® S&P Dividend ETF1.080%0.000%917,54102024-11-30
iShares Core S&P 500 ETF0.999%0.000%849,16002024-11-30
Clark Navigator High Dividend Equity0.727%0.238%617,7841,4652024-11-30
Invesco S&P 500® Low Volatility ETF0.708%0.000%601,59902024-11-30
Invesco S&P 500® High Div Low Vol ETF0.673%0.000%571,40102024-11-30
Vanguard Real Estate II Index0.566%0.212%480,5271,0142024-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor3.413%-1.334%2,899,794-39,2032024-11-30
Vanguard Total Stock Mkt Idx Inv3.088%-1.206%2,623,754-32,0392024-11-30
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
Vanguard Small Cap Index2.485%0.586%2,111,20912,3002024-11-30
American Funds Income Fund of Amer A2.573%0.000%2,100,00002023-09-30
Vanguard Institutional 500 Index Trust2.383%1.538%2,024,99930,6812024-11-30
Vanguard 500 Index Investor2.165%0.489%1,765,0658,5842023-08-31
ProShares S&P 500 Dividend Aristocrats1.952%-0.085%1,658,799-1,4042024-11-29
Vanguard Small Cap Value Index Inv1.680%0.656%1,427,0189,3052024-11-30
Invesco S&P 500® Equal Weight ETF1.377%0.141%1,170,1021,6502024-11-29
SPDR® S&P 500® ETF Trust1.094%0.590%929,6865,4562024-11-30
Fidelity 500 Index1.087%-0.165%923,299-1,5222024-10-31
SPDR® S&P Dividend ETF1.080%0.000%917,54102024-11-30
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 ETF0.999%0.000%849,16002024-11-30
SPDR® Portfolio S&P 500 High Div ETF1.004%0.000%833,04702024-04-30
SPDR® Portfolio S&P 500® High Div ETF0.880%-0.066%747,485-4942024-11-29
SPDR® S&P US Dividend Aristocrats ETFDis0.784%-7.488%639,372-51,7542023-07-31
Clark Navigator High Dividend Equity0.727%0.238%617,7841,4652024-11-30
JPM US Mid Cap Value-Composite0.723%-1.888%604,492-11,6352023-12-31
Invesco S&P 500® Low Volatility ETF0.708%0.000%601,59902024-11-30
JPM US Mid Cap Value-MA0.722%33,588.300%598,978597,2002024-03-31
JPMorgan Mid Cap Value L0.714%-1.086%592,476-6,5022024-05-31
MFS Global Real Estate I0.695%-1.011%590,846-6,0322024-10-31
Invesco S&P 500® High Div Low Vol ETF0.673%0.000%571,40102024-11-30
JPMorgan Value Advantage L0.638%0.000%542,27002024-10-31
The Real Estate Select Sector SPDR®0.611%0.401%519,0362,0722024-11-29
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc0.604%0.000%505,34102024-08-31
Vanguard Real Estate II Index0.566%0.212%480,5271,0142024-11-30
Vanguard Institutional Index I0.562%-0.267%477,520-1,2792024-10-31
FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF0.561%0.299%476,9801,4202024-11-28

Discussions

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millimaker

$FRT gonna take my L with this one

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haltdaytrader

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

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