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
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 8,296881.1K $0.75 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 8,104860.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust 8,094897.6K $0.93 %0.01 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 8,082858.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
Invesco Zacks Mid-Cap ETF Invesco Exchange-Traded Fund Trust 8,024889.9K $0.48 %0.01 %as of Apr 30, 2026 ↗
Stock Index Fund VALIC Co I 7,934863K $0.01 %0.01 %as of Feb 28, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 7,827831.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 7,779826.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Real Estate Securities Fund Goldman Sachs Trust 7,669814.5K $1.65 %0.01 %as of Mar 31, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 7,664814K $0.61 %0.01 %as of Mar 31, 2026 ↗
First Trust Horizon Managed Volatility Domestic ETF First Trust Exchange-Traded Fund III 7,638847.1K $1.17 %0.01 %as of Apr 30, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO Funds 7,165761K $0.03 %0.01 %as of Mar 31, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 6,944737.5K $0.36 %0.01 %as of Mar 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 6,900732.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 6,884731.1K $0.07 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,806740.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,535724.7K $0.17 %0.01 %as of Apr 30, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 6,531724.3K $0.15 %0.01 %as of Apr 30, 2026 ↗
Vest S&P 500 Dividend Aristocrats Target Income Fund World Funds Trust 6,528724K $1.44 %0.01 %as of Apr 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 6,457685.8K $0.05 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 6,446684.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 6,294668.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 6,237662.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 6,229677.5K $0.01 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 6,171671.2K $0.08 %0.01 %as of Feb 28, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 6,167655K $0.18 %0.01 %as of Mar 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 6,117665.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 6,078674.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 5,964648.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
Multi-Manager Global Real Estate Fund Northern Funds 5,931629.9K $0.84 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,747625.1K $0.01 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 5,622623.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 5,573606.2K $0.01 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 5,543588.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 5,471595.1K $0.01 %0.01 %as of Feb 28, 2026 ↗
Global Real Estate Securities Fund GuideStone Funds 5,380571.4K $0.18 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 5,313589.2K $0.01 %0.01 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,241556.6K $0.12 %0.01 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 5,137545.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 5,096541.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 4,862539.2K $0.03 %0.01 %as of Apr 30, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 4,850527.5K $0.08 %0.01 %as of Feb 28, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 4,712512.5K $0.02 %0.01 %as of Feb 27, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 4,614490.1K $0.09 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 4,5514.6M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 4,450472.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 4,404488.4K $0.03 %0.01 %as of Apr 30, 2026 ↗
Schwab Global Real Estate Fund SCHWAB INVESTMENTS 4,400478.6K $0.16 %0.01 %as of Feb 28, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 4,384465.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 4,360463.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V 4,355462.5K $0.96 %0.01 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 4,306477.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,305457.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 4,295456.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Morningstar Global Income Fund Morningstar Funds Trust 4,265473K $0.33 %0.00 %as of Apr 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,247451.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust 4,070432.3K $0.17 %0.00 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 4,066450.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 4,044429.5K $0.10 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 3,984441.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 3,971431.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 3,901424.3K $0.06 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,770418.1K $0.16 %0.00 %as of Apr 30, 2026 ↗
U.S. Diversified Real Estate ETF ETF Series Solutions 3,735406.3K $1.59 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 3,639395.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,616384.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 3,599382.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,551393.8K $0.08 %0.00 %as of Apr 30, 2026 ↗
Allspring Macro Strategies Portfolio ALLSPRING MASTER TRUST 3,465384.3K $0.17 %0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 3,422379.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 3,393360.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Real Estate ProShares Trust 3,288357.6K $0.61 %0.00 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 3,252345.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 3,251360.5K $0.08 %0.00 %as of Apr 30, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 3,246344.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 3,239352.3K $0.24 %0.00 %as of Feb 28, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 3,176337.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 3,070340.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 3,058324.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 2,974315.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 2,972315.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,939319.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 2,897315.1K $0.13 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,895307.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 2,856303.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 2,834301K $0.01 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 2,813306K $0.22 %0.00 %as of Feb 28, 2026 ↗
Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST 2,797304.2K $0.39 %0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 2,777308K $0.03 %0.00 %as of Apr 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 2,749292K $0.14 %0.00 %as of Mar 31, 2026 ↗
Allspring Real Return Portfolio ALLSPRING MASTER TRUST 2,721301.8K $0.07 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 2,715288.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust 2,666283.2K $0.95 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 2,651288.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,618290.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 2,574273.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Real Estate Bull 3X Shares Direxion Shares ETF Trust 2,567284.7K $0.61 %0.00 %as of Apr 30, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 2,556283.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 2,539276.2K $0.58 %0.00 %as of Feb 28, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 2,513266.9K $0.20 %0.00 %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