Federal Realty Investment Trust (NYSE:FRT)
| 92.35 Delayed Data As of 3:59pm ET |  -0.55 / -0.59%Today’s Change | 85.27 Today|||52-Week Range 115.08 | -8.60% Year-to-Date |
Institutional investors purchased a net $1.4 million shares of FRT during the quarter ended June 2019 and now own 98.69% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Real Estate Investment Trusts industry and highlights that the smart money sees this stock as an important holding.
| Mutual fund holders | 52.50% |
| Other institutional | 46.19% |
| Individual stakeholders | 1.07% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 6/30/2023 | ALYESKA INVESTMENT GROUP LP Bought 634.3 Thousand shares of Federal Realty Investment... |
| 6/30/2023 | SECURITY CAPITAL RESEARCH & MANA... Bought 497.3 Thousand shares of Federal Realty Investment... |
| 6/30/2023 | MACQUARIE INVESTMENT MANAGEMENT ... Bought 313.2 Thousand shares of Federal Realty Investment... |
Top 10 Owners of Federal Realty Investment Trust
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 15.18% | 12,373,773 | 1,211,887,328 | -133,903 | -1.07% |
| SSgA Funds Management, Inc. | 11.83% | 9,640,944 | 944,234,055 | +247,795 | +2.64% |
| Norges Bank Investment Management | 8.85% | 7,212,626 | 706,404,590 | 0 | 0.00% |
| Capital Research & Management Co.... | 7.31% | 5,958,279 | 583,553,845 | +293 | +0.00% |
| BlackRock Fund Advisors | 6.44% | 5,250,279 | 514,212,325 | +85,408 | +1.65% |
| Resolution Capital Ltd. | 4.18% | 3,410,917 | 334,065,211 | +54,307 | +1.62% |
| JPMorgan Investment Management, I... | 3.45% | 2,812,262 | 275,432,940 | -301,160 | -9.67% |
| ProShare Advisors LLC | 2.18% | 1,777,713 | 174,109,211 | +207,600 | +13.22% |
| Geode Capital Management LLC | 2.16% | 1,760,358 | 172,409,463 | +42,575 | +2.48% |
| Invesco Capital Management LLC | 1.96% | 1,598,984 | 156,604,493 | +61,788 | +4.02% |
Top 10 Mutual Funds Holding Federal Realty Investment Trust
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 3.76% | 3,066,075 | 300,291,386 | -27,216 | -0.88% |
| Vanguard Total Stock Market ETF | 3.11% | 2,531,081 | 247,894,073 | -142 | -0.01% |
| Capital Income Builder | 3.07% | 2,500,000 | 244,850,000 | 0 | 0.00% |
| Vanguard Small Cap Index Fund | 2.60% | 2,123,196 | 207,945,816 | +9,346 | +0.44% |
| American Funds Income Fund of Ame... | 2.58% | 2,100,000 | 205,674,000 | 0 | 0.00% |
| Vanguard 500 Index Fund | 2.17% | 1,765,065 | 172,870,466 | +8,584 | +0.49% |
| ProShares S&P 500 Dividend Aristo... | 2.15% | 1,751,234 | 171,515,858 | +823 | +0.05% |
| Vanguard Small Cap Value Index Fu... | 1.80% | 1,466,357 | 143,615,005 | -3,315 | -0.23% |
| American Mutual Fund | 1.60% | 1,300,000 | 127,322,000 | 0 | 0.00% |
| SPDR S&P Dividend ETF | 1.40% | 1,138,993 | 111,552,974 | -325 | -0.03% |