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
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 34,6183.8M $0.03 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 34,0343.8M $0.03 %0.04 %as of Apr 30, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 32,8883.6M $0.46 %0.04 %as of Feb 28, 2026 ↗
Victory Integrity Mid-Cap Value Fund Victory Portfolios 32,0123.4M $1.01 %0.04 %as of Mar 31, 2026 ↗
Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I 31,9533.4M $2.58 %0.04 %as of Mar 31, 2026 ↗
iShares Russell 2500 ETF iShares Trust 31,8503.4M $0.13 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 31,1103.3M $0.23 %0.04 %as of Mar 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 30,6003.3M $0.02 %0.04 %as of Mar 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 30,5293.4M $0.03 %0.04 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 29,7773.3M $0.03 %0.03 %as of Apr 30, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 29,6003.1M $0.12 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust 28,5023.2M $3.22 %0.03 %as of Apr 30, 2026 ↗
MFS Global Real Estate Portfolio MFS VARIABLE INSURANCE TRUST III 27,6672.9M $2.01 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 27,6303.1M $0.13 %0.03 %as of Apr 30, 2026 ↗
Global Real Estate Index Fund Northern Funds 27,4342.9M $0.42 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 25,60025.9M SEK0.09 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 25,2882.8M $0.01 %0.03 %as of Apr 30, 2026 ↗
FlexShares Quality Dividend Defensive Index Fund FlexShares Trust 24,9002.8M $0.52 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 24,7372.6M $0.01 %0.03 %as of Mar 31, 2026 ↗
Hennessy Sustainable ETF Hennessy Funds Trust 23,7412.6M $2.87 %0.03 %as of Apr 30, 2026 ↗
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,6612.5M $1.03 %0.03 %as of Mar 31, 2026 ↗
Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. 23,3822.5M $0.21 %0.03 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 22,7422.4M $0.16 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 22,6752.4M $0.01 %0.03 %as of Mar 31, 2026 ↗
Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 21,9772.4M $0.68 %0.03 %as of Feb 28, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 21,8932.3M $0.38 %0.03 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 21,7002.4M $0.00 %0.02 %as of Feb 28, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 21,2282.3M $0.01 %0.02 %as of Mar 31, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 20,8472.3M $0.09 %0.02 %as of Feb 28, 2026 ↗
GLOBAL REAL ESTATE FUND VALIC Co I 20,6882.3M $0.73 %0.02 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 19,8802.2M $0.01 %0.02 %as of Apr 30, 2026 ↗
Long Pond Real Estate Select ETF Exchange Listed Funds Trust 19,5132.1M $1.54 %0.02 %as of Feb 28, 2026 ↗
Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI 18,7082M $0.50 %0.02 %as of Mar 31, 2026 ↗
Stock Index Fund Northern Funds 18,2251.9M $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II 18,1902M $0.21 %0.02 %as of Feb 28, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 17,9902M $0.03 %0.02 %as of Feb 28, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 17,9861.9M $0.97 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 17,7741.9M $0.02 %0.02 %as of Feb 28, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 17,7352M $0.01 %0.02 %as of Apr 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 17,6521.9M $0.02 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 17,4741.9M $0.01 %0.02 %as of Apr 30, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 17,4171.9M $0.55 %0.02 %as of Feb 28, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 17,3481.8M $0.01 %0.02 %as of Mar 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 17,1081.8M $0.02 %0.02 %as of Mar 31, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 16,9971.8M $0.36 %0.02 %as of Mar 31, 2026 ↗
NYLI CBRE Real Estate Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 16,9931.9M $0.84 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 16,7271.8M $0.21 %0.02 %as of Mar 31, 2026 ↗
RMB Fund RMB Investors Trust 16,6901.8M $1.70 %0.02 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 16,6541.8M $0.05 %0.02 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 16,5711.8M $0.02 %0.02 %as of Apr 30, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 16,5311.8M $0.01 %0.02 %as of Apr 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 16,2621.7M $0.01 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 16,2471.8M $0.07 %0.02 %as of Apr 30, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,2001.7M $0.01 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 16,1081.7M $0.01 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 15,8641.7M $0.09 %0.02 %as of Mar 31, 2026 ↗
EQ/Invesco Global Real Assets EQ Advisors Trust 14,9681.6M $0.67 %0.02 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust 14,7661.6M $1.54 %0.02 %as of Apr 30, 2026 ↗
Horizon Multi-Factor U.S. Equity Fund Horizon Funds 14,7381.6M $0.22 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 14,6521.6M $0.07 %0.02 %as of Apr 30, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 14,6231.6M $0.61 %0.02 %as of Apr 30, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 14,4791.5M $0.65 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 14,4601.5M $0.09 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 14,4401.5M $0.01 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 14,3541.5M $0.18 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,3181.6M $0.01 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 13,6781.5M $0.12 %0.02 %as of Apr 30, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 12,9121.4M $0.28 %0.01 %as of Apr 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 12,8001.4M $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 12,5161.4M $0.46 %0.01 %as of Apr 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 12,4711.4M $0.03 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 12,4521.4M $0.22 %0.01 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 12,3801.3M $0.02 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 12,1011.3M $0.65 %0.01 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 11,9651.3M $0.01 %0.01 %as of Mar 31, 2026 ↗
VY Columbia Real Estate Portfolio Voya Investors Trust 11,8311.3M $1.43 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 11,6071.2M $0.02 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 11,3931.3M $0.21 %0.01 %as of Apr 30, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 11,2501.2M $0.09 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 11,0061.2M $0.19 %0.01 %as of Apr 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 10,8371.2M $0.05 %0.01 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 10,8001.2M $0.15 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 10,6281.2M $0.12 %0.01 %as of Apr 30, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 10,6231.1M $0.01 %0.01 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 10,2371.1M $0.36 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 10,1921.1M $0.15 %0.01 %as of Apr 30, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 10,1471.1M $0.70 %0.01 %as of Apr 30, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 9,9701.1M $0.68 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 9,9451.1M $0.01 %0.01 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 9,8271.1M $0.16 %0.01 %as of Apr 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 9,8051M $0.01 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 9,7741.1M $0.14 %0.01 %as of Apr 30, 2026 ↗
PACE Global Real Estate Securities Investments PACE SELECT ADVISORS TRUST 9,7351.1M $1.99 %0.01 %as of Apr 30, 2026 ↗
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. 9,7001M $1.51 %0.01 %as of Mar 31, 2026 ↗
Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds 9,326990.5K $1.63 %0.01 %as of Mar 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 9,2631M $0.55 %0.01 %as of Apr 30, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 9,026958.7K $0.36 %0.01 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 8,717925.8K $0.20 %0.01 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 8,547947.9K $0.07 %0.01 %as of Apr 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 8,476900.2K $0.01 %0.01 %as of Mar 31, 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