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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 12.73 M | $1.30 B | 1.55% | 15.60% |
| 05/10/2024 | BLACKROCK INC. | 8.33 M | $850.46 M | 1.94% | 10.20% |
| 05/15/2024 | STATE STREET CORP | 6.37 M | $657.68 M | -7.20% | 7.81% |
| 05/10/2024 | JPMORGAN CHASE & CO | 5.07 M | $517.78 M | 22.94% | 6.21% |
| 05/15/2024 | RESOLUTION CAPITAL LTD | 3.56 M | $363.19 M | 15.84% | 4.31% |
| 05/14/2024 | CAPITAL RESEARCH GLOBAL INVESTORS | 2.41 M | $246.37 M | 0.05% | 2.92% |
| 05/14/2024 | INVESCO LTD. | 2.04 M | $208.75 M | 1.08% | 2.50% |
| 05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.90 M | $194.42 M | 40.41% | 2.30% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.88 M | $191.54 M | 2.93% | 2.30% |
| 05/08/2024 | PROSHARE ADVISORS LLC | 1.70 M | $173.11 M | -6.45% | 2.08% |
| 05/15/2024 | RUSH ISLAND MANAGEMENT, LP | 1.30 M | $132.31 M | 75.43% | 1.57% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.18 M | $121.00 M | 2.51% | 1.45% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 1.13 M | $115.40 M | 2.69% | 1.38% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 952,697 | $97.29 M | -0.20% | 1.15% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 902,806 | $92.19 M | 3.61% | 1.11% |
| 05/15/2024 | MORGAN STANLEY | 890,767 | $90.97 M | -6.29% | 1.09% |
| 05/15/2024 | CLARK CAPITAL MANAGEMENT GROUP, INC. | 860,582 | $87.88 M | 2.93% | 1.04% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 748,152 | $76.40 M | 2.77% | 0.92% |
| 05/14/2024 | NORTHERN TRUST CORP | 735,748 | $75.13 M | -2.35% | 0.90% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 690,226 | $70.49 M | -4.10% | 0.85% |
| 05/24/2024 | PGGM INVESTMENTS | 601,442 | $61.42 M | 0.18% | 0.73% |
| 05/15/2024 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 522,100 | $53.32 M | 2.09% | 0.63% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 514,480 | $52.70 M | 22.91% | 0.63% |
| 05/14/2024 | APG ASSET MANAGEMENT US INC. | 470,232 | $47.37 M | 0.00% | 0.57% |
| 05/14/2024 | WATERFRONT CAPITAL PARTNERS, LLC | 460,464 | $47.02 M | 100.00% | 0.56% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 399,073 | $40.75 M | -2.09% | 0.49% |
| 05/15/2024 | ROYAL BANK OF CANADA | 398,049 | $40.65 M | 77.04% | 0.49% |
| 05/13/2024 | NOMURA ASSET MANAGEMENT CO LTD | 385,411 | $39.36 M | 4.30% | 0.47% |
| 05/14/2024 | MACQUARIE GROUP LTD | 365,513 | $37.05 M | -1.65% | 0.45% |
| 04/30/2024 | CBOE VEST FINANCIAL, LLC | 360,992 | $36.86 M | 18.00% | 0.44% |
| 05/07/2024 | SEI INVESTMENTS CO | 348,319 | $35.57 M | 10.92% | 0.43% |
| 05/13/2024 | STRS OHIO | 346,581 | $35.39 M | 153.38% | 0.42% |
| 05/03/2024 | VICTORY CAPITAL MANAGEMENT INC | 328,859 | $33.58 M | 17.25% | 0.40% |
| 05/15/2024 | HSBC HOLDINGS PLC | 324,331 | $33.11 M | -16.27% | 0.40% |
| 05/13/2024 | FMR LLC | 312,908 | $31.95 M | -19.25% | 0.38% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 309,103 | $31.57 M | 6.72% | 0.38% |
| 05/14/2024 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 290,262 | $29.64 M | 100.00% | 0.35% |
| 05/10/2024 | CITIGROUP INC | 281,702 | $28.77 M | 136.55% | 0.35% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 259,808 | $26.53 M | 71.68% | 0.32% |
| 05/10/2024 | MIZUHO MARKETS AMERICAS LLC | 212,129 | $21.66 M | 311.02% | 0.26% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 206,800 | $21.12 M | 353.51% | 0.25% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 190,809 | $19.49 M | 11.00% | 0.23% |
| 05/15/2024 | MASTERTON CAPITAL MANAGEMENT, LP | 179,753 | $18.36 M | 0.00% | 0.22% |
| 04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 178,547 | $18.23 M | -2.57% | 0.22% |
| 05/10/2024 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 177,858 | $18.16 M | 1.03% | 0.22% |
| 05/08/2024 | RWC ASSET MANAGEMENT LLP | 174,131 | $17.78 M | -5.74% | 0.21% |
| 05/13/2024 | UBS GROUP AG | 168,773 | $17.24 M | -9.00% | 0.21% |
| 05/10/2024 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 169,527 | $17.66 M | 42.19% | 0.21% |
| 05/13/2024 | BANK OF MONTREAL /CAN/ | 162,833 | $16.65 M | 202.43% | 0.20% |
| 05/09/2024 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 162,046 | $16.55 M | 9.63% | 0.20% |
A. During the previous two years, 677 institutional investors and hedge funds held shares of Federal Realty Investment Trust. The most heavily invested institutionals were:
VANGUARD GROUP INC: 12.73 M
BlackRock Inc.: 8.33 M
STATE STREET CORP: 6.37 M
JPMORGAN CHASE & CO: 5.07 M
Resolution Capital Ltd: 3.56 M
Capital Research Global Investors: 2.41 M
A. 87.32% of Federal Realty Investment Trust stock is owned by institutional investors.
A. Institutional investors have bought a total of 124.11 M shares in the last 24 months. This purchase volume represents approximately $12.49 B in transactions.
