Federal Realty Investment Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 12.82 M | $1.47 B | 0.28% | 15.27% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 8.41 M | $967.23 M | 100.00% | 10.02% |
| STATE STREET CORP | 11/14/2024 | 6.11 M | $702.80 M | -0.49% | 7.28% |
| JPMORGAN CHASE & CO | 11/08/2024 | 4.89 M | $561.74 M | 3.58% | 5.82% |
| RESOLUTION CAPITAL LTD | 11/14/2024 | 3.13 M | $360.30 M | 6.91% | 3.73% |
| INVESCO LTD. | 11/12/2024 | 2.16 M | $248.36 M | 4.45% | 2.57% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 1.96 M | $225.38 M | -1.70% | 2.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.96 M | $224.56 M | 0.37% | 2.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.25 M | $143.47 M | 3.50% | 1.49% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.14 M | $130.70 M | -0.18% | 1.35% |
| MORGAN STANLEY | 11/14/2024 | 1.02 M | $117.81 M | 7.25% | 1.22% |
| RUSH ISLAND MANAGEMENT, LP | 11/14/2024 | 1.01 M | $115.73 M | -37.42% | 1.20% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2024 | 944,763 | $108.62 M | 47.06% | 1.12% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 867,657 | $99.75 M | -1.44% | 1.03% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 11/14/2024 | 803,543 | $92.38 M | -2.32% | 0.96% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 11/14/2024 | 751,274 | $86.37 M | 112.32% | 0.89% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 730,851 | $84.03 M | -23.15% | 0.87% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 641,121 | $73.71 M | -3.26% | 0.76% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 611,086 | $70.25 M | 1,463.76% | 0.73% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 609,691 | $70.09 M | 18.98% | 0.73% |
| FMR LLC | 11/13/2024 | 572,809 | $65.86 M | 667.19% | 0.68% |
| ROYAL BANK OF CANADA | 11/14/2024 | 463,563 | $53.30 M | 9.28% | 0.55% |
| CBOE VEST FINANCIAL, LLC | 10/18/2024 | 454,327 | $52.23 M | 5.64% | 0.54% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 437,640 | $50.32 M | 9.94% | 0.52% |
| NOMURA ASSET MANAGEMENT CO LTD | 11/15/2024 | 426,281 | $49.01 M | 0.95% | 0.51% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 420,094 | $48.30 M | -21.14% | 0.50% |
| SEI INVESTMENTS CO | 11/12/2024 | 400,418 | $46.04 M | 23.78% | 0.48% |
| STRS OHIO | 11/01/2024 | 390,581 | $44.91 M | -6.82% | 0.47% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 388,151 | $44.63 M | 100.00% | 0.46% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2024 | 320,900 | $36.89 M | -22.04% | 0.38% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 314,819 | $36.20 M | -0.58% | 0.37% |
| UBS GROUP AG | 11/14/2024 | 300,870 | $34.59 M | 64.04% | 0.36% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 298,987 | $34.37 M | -28.06% | 0.36% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 295,203 | $33.94 M | -9.54% | 0.35% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 293,944 | $33.79 M | 146.43% | 0.35% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 277,400 | $31.89 M | 165.71% | 0.33% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 271,163 | $31.18 M | 100.00% | 0.32% |
| MACQUARIE GROUP LTD | 11/14/2024 | 257,167 | $29.57 M | -25.47% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 239,332 | $27.52 M | 19.36% | 0.28% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 230,910 | $26.55 M | 100.00% | 0.27% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 229,243 | $26.11 M | 28.01% | 0.27% |
| RWC ASSET MANAGEMENT LLP | 10/31/2024 | 209,547 | $24.09 M | 19.85% | 0.25% |
| MIZUHO MARKETS AMERICAS LLC | 11/06/2024 | 196,946 | $22.64 M | 5.74% | 0.23% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 184,297 | $21.08 M | 0.57% | 0.22% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2024 | 164,858 | $18.95 M | 604.52% | 0.20% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 160,175 | $18.42 M | 0.99% | 0.19% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/08/2024 | 157,171 | $18.07 M | -3.65% | 0.19% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 153,587 | $17.66 M | 4.22% | 0.18% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 11/14/2024 | 152,850 | $17.57 M | 144.97% | 0.18% |
| SWISS NATIONAL BANK | 11/07/2024 | 145,800 | $16.76 M | -0.75% | 0.17% |
Federal Realty Investment Trustinstitutional Ownership - FAQ's
During the previous two years, 703 institutional investors and hedge funds held shares of Federal Realty Investment Trust. The most heavily invested institutionals were:
VANGUARD GROUP INC: 12.82 M
BlackRock Funding, Inc. /DE: 8.41 M
STATE STREET CORP: 6.11 M
JPMORGAN CHASE & CO: 4.89 M
Resolution Capital Ltd: 3.13 M
Invesco Ltd.: 2.16 M
88.07% of Federal Realty Investment Trust stock is owned by institutional investors.
Institutional investors have bought a total of 105.13 M shares in the last 24 months. This purchase volume represents approximately $11.86 B in transactions.