Titelia

Funds holding Federal Realty Investment Trust

ISIN US3137451015 · United States · LEI 549300FHEI1SLVZ0RB48

Fund holders
489
Of which ETFs
138 351 other funds
Value held
3.7B $ 1.2M € · 32.8M SEK
Share of capital
39.3 % of 86.9M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 3,042,712337.4M $0.48 %3.50 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,741,957291.2M $0.01 %3.16 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 1,995,302211.9M $0.01 %2.30 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,989,408211.3M $0.13 %2.29 %as of Mar 31, 2026 ↗
ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust 1,624,967176.7M $1.47 %1.87 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,576,358174.8M $0.20 %1.81 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,266,816134.5M $0.22 %1.46 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 1,010,026107.3M $0.01 %1.16 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 999,074108.7M $0.01 %1.15 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 844,55789.7M $1.27 %0.97 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 763,42881.1M $0.39 %0.88 %as of Mar 31, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 673,30373.2M $0.88 %0.77 %as of Feb 28, 2026 ↗
State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 649,17268.9M $0.94 %0.75 %as of Mar 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 543,09259.1M $0.61 %0.63 %as of Feb 28, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 539,47559.8M $0.57 %0.62 %as of Apr 30, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 446,03249.5M $0.71 %0.51 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 442,63847M $0.01 %0.51 %as of Mar 31, 2026 ↗
FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV 441,18748.9M $1.45 %0.51 %as of Apr 30, 2026 ↗
MFS Global Real Estate Fund MFS SERIES TRUST XIII 403,77743.9M $1.93 %0.46 %as of Feb 28, 2026 ↗
Nuveen Real Estate Securities Select Fund TIAA-CREF Funds 397,98742.3M $1.64 %0.46 %as of Mar 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 326,76134.7M $0.43 %0.38 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 324,67434.5M $0.07 %0.37 %as of Mar 31, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 317,21835.2M $0.46 %0.37 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 315,07934.9M $0.07 %0.36 %as of Apr 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 299,59732.6M $0.05 %0.34 %as of Feb 28, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 276,61330.7M $0.81 %0.32 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 256,24127.2M $0.27 %0.29 %as of Mar 31, 2026 ↗
iShares U.S. Real Estate ETF iShares Trust 248,09226.3M $0.66 %0.29 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 247,13326.9M $0.01 %0.28 %as of Feb 28, 2026 ↗
iShares Select U.S. REIT ETF iShares Trust 231,07425.6M $1.21 %0.27 %as of Apr 30, 2026 ↗
iShares Global REIT ETF iShares Trust 226,50325.1M $0.52 %0.26 %as of Apr 30, 2026 ↗
Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC 212,30022.5M $2.39 %0.24 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 212,27423.1M $0.17 %0.24 %as of Feb 28, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 204,26022.2M $0.35 %0.24 %as of Feb 28, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 204,22321.7M $0.21 %0.24 %as of Mar 31, 2026 ↗
Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 200,00022.2M $0.29 %0.23 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 198,01321.5M $0.22 %0.23 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 196,22620.8M $0.03 %0.23 %as of Mar 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 187,22119.9M $0.25 %0.22 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 169,43318.8M $0.01 %0.19 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 164,60417.5M $0.01 %0.19 %as of Mar 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 157,69417.5M $0.55 %0.18 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 146,63015.9M $0.01 %0.17 %as of Feb 28, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 144,72416M $0.46 %0.17 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 141,84515.1M $0.89 %0.16 %as of Mar 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 136,72914.9M $0.21 %0.16 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 135,08714.3M $0.01 %0.16 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 134,49014.3M $0.03 %0.15 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 122,84813M $0.09 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 116,75012.7M $0.01 %0.13 %as of Feb 28, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 109,93612.2M $0.62 %0.13 %as of Apr 30, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 107,62311.9M $0.71 %0.12 %as of Apr 30, 2026 ↗
Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. 101,46610.8M $1.44 %0.12 %as of Mar 31, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 98,70010.5M $0.12 %0.11 %as of Mar 31, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 97,02010.8M $0.51 %0.11 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 94,51310M $0.01 %0.11 %as of Mar 31, 2026 ↗
Fidelity Real Estate Income Fund Fidelity Securities Fund 93,30310.3M $0.25 %0.11 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 91,8999.8M $0.03 %0.11 %as of Mar 31, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 89,7659.5M $0.75 %0.10 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 86,8289.2M $0.25 %0.10 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 84,4849.4M $0.01 %0.10 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 81,7278.9M $0.01 %0.09 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 76,1118.3M $0.73 %0.09 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 74,7598.3M $0.01 %0.09 %as of Apr 30, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 74,4658.3M $0.57 %0.09 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 71,0787.7M $0.33 %0.08 %as of Feb 28, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 70,2417.5M $0.01 %0.08 %as of Mar 31, 2026 ↗
T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. 66,9887.1M $1.14 %0.08 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 66,9687.1M $0.03 %0.08 %as of Mar 31, 2026 ↗
MFS Diversified Income Fund MFS Series Trust XIII 66,7977.3M $0.39 %0.08 %as of Feb 28, 2026 ↗
VIP Real Estate Portfolio Variable Insurance Products Fund IV 61,8006.6M $2.01 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 60,7176.4M $0.02 %0.07 %as of Mar 31, 2026 ↗
Janus Henderson Global Real Estate Fund JANUS INVESTMENT FUND 60,4806.4M $2.01 %0.07 %as of Mar 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 60,4186.4M $0.59 %0.07 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 57,3126.1M $0.54 %0.07 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. 54,0335.9M $1.51 %0.06 %as of Feb 28, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 53,2095.7M $0.17 %0.06 %as of Mar 31, 2026 ↗
SA Fidelity Institutional AM Real Estate Portfolio SUNAMERICA SERIES TRUST 52,9005.9M $2.31 %0.06 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 52,0205.5M $0.02 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 49,7245.4M $0.03 %0.06 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 49,3905.5M $0.23 %0.06 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 49,1645.2M $0.01 %0.06 %as of Mar 31, 2026 ↗
BlackRock Real Estate Securities Fund BlackRock Funds 49,0795.4M $1.25 %0.06 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 49,0045.2M $0.02 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 48,6085.2M $0.01 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 46,9325.2M $0.01 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 45,5935M $0.01 %0.05 %as of Feb 28, 2026 ↗
Fidelity SAI Real Estate Income Fund Fidelity Securities Fund 44,4374.9M $0.25 %0.05 %as of Apr 30, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO Funds 44,3294.7M $0.21 %0.05 %as of Mar 31, 2026 ↗
Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I 43,1574.7M $0.18 %0.05 %as of Feb 28, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 42,3944.7M $0.20 %0.05 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 41,7014.4M $0.09 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 41,5084.4M $0.01 %0.05 %as of Mar 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 41,4504.4M $0.05 %0.05 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 41,0684.5M $0.03 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 40,5994.5M $0.01 %0.05 %as of Apr 30, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 39,8644.2M $0.92 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 37,7304M $0.02 %0.04 %as of Mar 31, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 35,3003.7M $1.15 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 34,7953.9M $0.19 %0.04 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Ireit - Marketvector Quality Reit Index ETF Tidal Trust II 3.37 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 3.22 %as of Apr 30, 2026 ↗
Janus Henderson U.S. Real Estate ETF Janus Detroit Street Trust 2.92 %as of Apr 30, 2026 ↗
Hennessy Sustainable ETF Hennessy Funds Trust 2.87 %as of Apr 30, 2026 ↗
Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I 2.58 %as of Mar 31, 2026 ↗
Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC 2.39 %as of Mar 31, 2026 ↗
SA Fidelity Institutional AM Real Estate Portfolio SUNAMERICA SERIES TRUST 2.31 %as of Apr 30, 2026 ↗
REAL ESTATE ULTRASECTOR PROFUND ProFunds 2.02 %as of Apr 30, 2026 ↗
Janus Henderson Global Real Estate Fund JANUS INVESTMENT FUND 2.01 %as of Mar 31, 2026 ↗
MFS Global Real Estate Portfolio MFS VARIABLE INSURANCE TRUST III 2.01 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q2481+4434,132,426+11.9 %
2026Q1437-2030,491,427-5.1 %
2025Q4457-632,116,306-0.9 %
2025Q3463-532,394,526-0.1 %
2025Q2468+2532,439,708+0.2 %
2025Q1443-2532,379,501+0.8 %
2024Q4468+732,131,997-5.5 %
2024Q3461+1934,018,263+2.5 %
2024Q2442+1033,194,252+17.5 %
2024Q1432-128,258,576-20.3 %
2023Q443335,473,075

Institutional managers

543 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.8,642,048917.9M $as of Mar 31, 2026
STATE STREET CORP6,378,740677.5M $as of Mar 31, 2026
Resolution Capital Ltd3,644,575387.1M $as of Mar 31, 2026
Invesco Ltd.2,688,309285.5M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,292,435243.1M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC2,125,515221.6M $as of Mar 31, 2026
NORTHERN TRUST CORP1,634,529173.6M $as of Mar 31, 2026
ProShare Advisors LLC1,628,718173M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,491,186158.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,284,001136.4M $as of Mar 31, 2026
FMR LLC1,283,338136.3M $as of Mar 31, 2026
MORGAN STANLEY1,068,466113.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,048,230109.5M $as of Mar 31, 2026
Nuveen, LLC1,013,591107.7M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,006,420113M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN864,49591.8M $as of Mar 31, 2026
PGGM Investments812,29386.3K $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/812,04386.2K $as of Mar 31, 2026
Legal & General Group Plc705,71475M $as of Mar 31, 2026
GRS Advisors, LLC686,77472.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC678,74172.1M $as of Mar 31, 2026
Bank of New York Mellon Corp660,46770.1M $as of Mar 31, 2026
RUSH ISLAND MANAGEMENT, LP638,53867.8M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC597,68963.5M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/509,49854.1M $as of Mar 31, 2026

Declared shareholders of Federal Realty Investment Trust

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.44 %7,293,691as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 7.10 %6,135,561as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Funds holding Federal Realty Investment Trust". https://titelia.com/en/stocks/federal-realty-investment-trust-US3137451015