Funds holding Federal Realty Investment Trust
489 funds declare a position · 138 ETFs and 351 other funds · 3.7B $· 32.8M SEK· 1.2M € · US3137451015
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 3,042,712 | 337.4M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,741,957 | 291.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 1,995,302 | 211.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,989,408 | 211.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust | 1,624,967 | 176.7M $ | 1.47 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,576,358 | 174.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,266,816 | 134.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 999,074 | 108.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 1,010,026 | 107.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 844,557 | 89.7M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 763,428 | 81.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 673,303 | 73.2M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 649,172 | 68.9M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 539,475 | 59.8M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 543,092 | 59.1M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 446,032 | 49.5M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV | 441,187 | 48.9M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 442,638 | 47M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MFS Global Real Estate Fund MFS SERIES TRUST XIII | 403,777 | 43.9M $ | 1.93 % | as of Feb 28, 2026 · Original filing |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 397,987 | 42.3M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 317,218 | 35.2M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 315,079 | 34.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 326,761 | 34.7M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 324,674 | 34.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 299,597 | 32.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Core U.S. REIT ETF iShares Trust | 276,613 | 30.7M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 256,241 | 27.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 247,133 | 26.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Real Estate ETF iShares Trust | 248,092 | 26.3M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 25,600 | 25.9M SEK | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares Select U.S. REIT ETF iShares Trust | 231,074 | 25.6M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| iShares Global REIT ETF iShares Trust | 226,503 | 25.1M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 212,274 | 23.1M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC | 212,300 | 22.5M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 204,260 | 22.2M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 200,000 | 22.2M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 204,223 | 21.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 198,013 | 21.5M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 196,226 | 20.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 187,221 | 19.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 169,433 | 18.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 157,694 | 17.5M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 164,604 | 17.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 144,724 | 16M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 146,630 | 15.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 141,845 | 15.1M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 136,729 | 14.9M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 135,087 | 14.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 134,490 | 14.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 122,848 | 13M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 116,750 | 12.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 109,936 | 12.2M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 107,623 | 11.9M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 101,466 | 10.8M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| FlexShares Quality Dividend Index Fund FlexShares Trust | 97,020 | 10.8M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 98,700 | 10.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Income Fund Fidelity Securities Fund | 93,303 | 10.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 94,513 | 10M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 91,899 | 9.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 89,765 | 9.5M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 84,484 | 9.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 86,828 | 9.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 81,727 | 8.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 74,759 | 8.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 76,111 | 8.3M $ | 0.73 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 74,465 | 8.3M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 71,078 | 7.7M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 70,241 | 7.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MFS Diversified Income Fund MFS Series Trust XIII | 66,797 | 7.3M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 66,988 | 7.1M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 66,968 | 7.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VIP Real Estate Portfolio Variable Insurance Products Fund IV | 61,800 | 6.6M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 60,717 | 6.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Global Real Estate Fund JANUS INVESTMENT FUND | 60,480 | 6.4M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 60,418 | 6.4M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 57,312 | 6.1M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. | 54,033 | 5.9M $ | 1.51 % | as of Feb 28, 2026 · Original filing |
| SA Fidelity Institutional AM Real Estate Portfolio SUNAMERICA SERIES TRUST | 52,900 | 5.9M $ | 2.31 % | as of Apr 30, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 53,209 | 5.7M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 52,020 | 5.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 49,390 | 5.5M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| BlackRock Real Estate Securities Fund BlackRock Funds | 49,079 | 5.4M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 49,724 | 5.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 49,164 | 5.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 46,932 | 5.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 49,004 | 5.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 48,608 | 5.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 45,593 | 5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 44,437 | 4.9M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | 44,329 | 4.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 42,394 | 4.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I | 43,157 | 4.7M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Storebrand Global All Countries Storebrand Asset Management AS | 4,551 | 4.6M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 40,599 | 4.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 41,068 | 4.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 41,701 | 4.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 41,508 | 4.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 41,450 | 4.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | 39,864 | 4.2M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 37,730 | 4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
Institutional managers
543 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 8,642,048 | 917.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,378,740 | 677.5M $ | as of Mar 31, 2026 |
| Resolution Capital Ltd | 3,644,575 | 387.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,688,309 | 285.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,292,435 | 243.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 2,125,515 | 221.6M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,634,529 | 173.6M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 1,628,718 | 173M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,491,186 | 158.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,284,001 | 136.4M $ | as of Mar 31, 2026 |
| FMR LLC | 1,283,338 | 136.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,068,466 | 113.5M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,006,420 | 113M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,048,230 | 109.5M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,013,591 | 107.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 864,495 | 91.8M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 705,714 | 75M $ | as of Mar 31, 2026 |
| GRS Advisors, LLC | 686,774 | 72.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 678,741 | 72.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 660,467 | 70.1M $ | as of Mar 31, 2026 |
| RUSH ISLAND MANAGEMENT, LP | 638,538 | 67.8M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 597,689 | 63.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 509,498 | 54.1M $ | as of Mar 31, 2026 |
| Vest Financial, LLC | 505,409 | 53.7M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | 495,320 | 52.6M $ | as of Mar 31, 2026 |