Federal Realty Investment Trust (FRT) Ownership

102.57 ↓1.03 (-0.99%)
As of April 25, 2024, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Federal Realty Investment Trust (FRT), owning a total of 12.5 million shares. Combined, the top 30 institutional holders of FRT own 80.34% of the company with a total of 66.5 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders decreased their combined ownership of FRT by 2.7 million shares. 12 institutions bought 1,901,199 total additional shares and increased their ownership by an average of 22.05%. However 7 institutions sold 4,585,322 total shares and decreased their ownership by an average of 15.41%.

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 -2,684,123 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc15.115%-0.700%12,537,369-88,3282023-12-31
BlackRock Inc9.849%2.848%8,169,558226,2012023-12-31
NORGES BANK8.697%0.016%7,213,7601,1342023-12-31
State Street Corporation8.280%1.599%6,867,903108,1102023-12-31
JPMorgan Chase & Co4.973%-12.571%4,124,381-593,0222023-12-31
Resolution Capital Limited3.702%5.388%3,070,281156,9582023-12-31
Capital Research Global Investors2.907%-59.543%2,411,353-3,548,9512023-12-31
Amvescap Plc.2.438%5.721%2,022,366109,4302023-12-31
Geode Capital Management, LLC2.200%1.843%1,824,35633,0152023-12-31
ProShare Advisors LLC2.185%2.630%1,812,04746,4422023-12-31
Massachusetts Financial Services Company1.635%52.954%1,355,907469,4252023-12-31
Charles Schwab Investment Management Inc1.394%3.676%1,155,82540,9842023-12-31
Dimensional Fund Advisors, Inc.1.327%-1.774%1,100,434-19,8782023-12-31
Legal & General Group PLC1.151%5.855%954,61652,7972023-12-31
Morgan Stanley - Brokerage Accounts1.146%-2.808%950,550-27,4592023-12-31
Wells Fargo & Co1.051%-4.042%871,364-36,7062023-12-31
Clark Capital Management Group Inc1.008%22.952%836,045156,0702023-12-31
Goldman Sachs Group Inc0.983%159.165%815,170500,6332023-12-31
Northern Trust Corp0.908%-26.451%753,480-270,9782023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc15.115%-0.700%12,537,369-88,3282023-12-31
BlackRock Inc9.849%2.848%8,169,558226,2012023-12-31
NORGES BANK8.697%0.016%7,213,7601,1342023-12-31
State Street Corporation8.280%1.599%6,867,903108,1102023-12-31
JPMorgan Chase & Co4.973%-12.571%4,124,381-593,0222023-12-31
Resolution Capital Limited3.702%5.388%3,070,281156,9582023-12-31
Capital Research Global Investors2.907%-59.543%2,411,353-3,548,9512023-12-31
Amvescap Plc.2.438%5.721%2,022,366109,4302023-12-31
Geode Capital Management, LLC2.200%1.843%1,824,35633,0152023-12-31
ProShare Advisors LLC2.185%2.630%1,812,04746,4422023-12-31
Massachusetts Financial Services Company1.635%52.954%1,355,907469,4252023-12-31
Charles Schwab Investment Management Inc1.394%3.676%1,155,82540,9842023-12-31
Dimensional Fund Advisors, Inc.1.327%-1.774%1,100,434-19,8782023-12-31
Legal & General Group PLC1.151%5.855%954,61652,7972023-12-31
Morgan Stanley - Brokerage Accounts1.146%-2.808%950,550-27,4592023-12-31
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 & Co1.051%-4.042%871,364-36,7062023-12-31
Clark Capital Management Group Inc1.008%22.952%836,045156,0702023-12-31
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
Northern Trust Corp0.908%-26.451%753,480-270,9782023-12-31
Brookfield Asset Management Inc0.919%15.510%745,945100,1632022-06-30
OFI Invest Asset Management0.879%0.000%716,616716,6162023-03-31
Bank of New York Mellon Corp0.867%-0.066%707,883-4642023-09-30
Rush Island Management, LP0.857%-14.155%699,127-115,2752023-09-30
Waterfront Capital Partners, LLC0.844%18.284%686,101106,0552022-09-30
UBS Asset Mgmt Americas Inc0.695%0.000%567,30802023-06-30
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 3 million shares. Combined, the top 27 mutual fund holders of FRT own 44.74% of the company with a total of 36.9 million shares.

In the latest ownership report on March 31st 2024, the top 27 fund holders increased their combined ownership of FRT by 7 thousand shares. 1 funds bought 13,830 total additional shares and increased their ownership by an average of 1.38%. However 1 funds sold 6,952 total shares and decreased their ownership by an average of 0.78%.

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 6,878 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P Dividend ETF1.224%1.381%1,015,21813,8302024-03-31
SPDR® S&P 500 ETF Trust1.067%-0.779%885,242-6,9522024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor3.614%0.310%2,997,6829,2762024-02-29
Vanguard Total Stock Mkt Idx Inv3.080%-0.170%2,554,528-4,3472024-02-29
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
American Funds American Mutual A2.769%77.050%2,296,865999,5652023-12-31
Capital Group American Mutual Comp2.769%77.050%2,296,865999,5652023-12-31
Vanguard Small Cap Index2.539%1.027%2,105,65721,4142024-02-29
American Funds Income Fund of Amer A2.573%0.000%2,100,00002023-09-30
Vanguard Institutional 500 Index Trust2.211%1.084%1,833,75419,6632024-02-29
Vanguard 500 Index Investor2.165%0.489%1,765,0658,5842023-08-31
ProShares S&P 500 Dividend Aristocrats2.024%0.000%1,678,55202024-03-28
Vanguard Small Cap Value Index Inv1.730%0.510%1,435,2907,2792024-02-29
Invesco S&P 500® Equal Weight ETF1.251%0.247%1,037,5692,5602024-03-28
SPDR® S&P Dividend ETF1.224%1.381%1,015,21813,8302024-03-31
SPDR® S&P 500 ETF Trust1.067%-0.779%885,242-6,9522024-03-31
Fidelity 500 Index1.062%1.017%881,0418,8702024-02-29
Fidelity® 500 Index1.048%0.642%854,9825,4502023-11-30
SPDR® Portfolio S&P 500 High Div ETF0.998%-0.117%827,907-9722024-03-28
iShares Core S&P 500 ETF0.917%0.746%760,9345,6322024-03-28
SPDR® S&P US Dividend Aristocrats ETFDis0.784%-7.488%639,372-51,7542023-07-31
JPM US Mid Cap Value-MA0.755%39,218.900%616,127614,5602023-09-30
JPM US Mid Cap Value-Composite0.729%-1.888%604,492-11,6352023-12-31
JPMorgan Mid Cap Value L0.729%0.000%604,49202024-02-29
MFS Global Real Estate I0.694%0.000%575,71602024-02-29
Clark Navigator High Dividend Equity0.671%-0.105%556,840-5852024-02-29
JPMorgan Value Advantage L0.600%-1.884%497,721-9,5572024-02-29
Invesco S&P 500® High Div Low Vol ETF0.593%-0.030%491,814-1482024-03-28

Discussions

Please log in or register to share your thoughts.

millimaker

$FRT gonna take my L with this one

0 Like Report
haltdaytrader

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

0 Like Report