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
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 2,483263.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 2,403266.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2,402266.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,396260.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 2,306250.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
Storebrand USA Storebrand Asset Management AS 2,3032.3M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 2,256239.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 2,215245.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 2,153228.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 2,098232.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 2,095222.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIMT Real Estate Fund SEI INSTITUTIONAL MANAGED TRUST 2,070219.9K $0.29 %0.00 %as of Mar 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 2,046217.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,011218.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 1,988211.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 1,954207.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 1,945215.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 1,931214.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 1,900206.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,895201.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 1,893201.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 1,876199.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,812192.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 1,800191.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 1,798199.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 1,781197.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,755190.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 1,750185.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 1,744185.2K $0.47 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 1,711181.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 1,678186.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,658176.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 1,646174.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 1,599169.8K $0.30 %0.00 %as of Mar 31, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 1,541163.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 1,500159.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 1,450154K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 1,418154.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 1,381146.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,352143.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,347143.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,335145.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 1,335141.8K $0.24 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,319140.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 1,313139.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 1,283139.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 1,266137.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,205128K $0.00 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 1,184131.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
Invesco Real Assets ESG ETF Invesco Actively Managed Exchange-Traded Fund Trust 1,184119.8K $1.01 %0.00 %as of Jan 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 1,176130.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 1,140124K $0.03 %0.00 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 1,100116.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 1,092118.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,079114.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 1,058112.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
Janus Henderson U.S. Real Estate ETF Janus Detroit Street Trust 1,055117K $2.92 %0.00 %as of Apr 30, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 1,042110.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 1,020108.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 997105.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 984104.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 967102.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 965102.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 951101K $0.01 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 90798.7K $0.04 %0.00 %as of Feb 27, 2026 ↗
AQR MS Fusion Fund AQR Funds 88694.1K $0.44 %0.00 %as of Mar 31, 2026 ↗
MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III 86792.1K $1.31 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 86095.4K $0.01 %0.00 %as of Apr 30, 2026 ↗
Cromwell CenterSquare Real Estate Fund Total Fund Solution 86091.3K $0.10 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 84894K $0.02 %0.00 %as of Apr 30, 2026 ↗
Xtrackers S&P Dividend Aristocrats Screened ETF DBX ETF Trust 84792.1K $1.70 %0.00 %as of Feb 27, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 84689.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 83588.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 83092K $0.00 %0.00 %as of Apr 30, 2026 ↗
Ireit - Marketvector Quality Reit Index ETF Tidal Trust II 80489.2K $3.37 %0.00 %as of Apr 30, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 80385.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 79284.1K $0.44 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 78084.8K $0.15 %0.00 %as of Feb 28, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 78082.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 77482.2K $0.10 %0.00 %as of Mar 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 74278.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 73377.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 69573.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 69073.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 67373.2K $1.56 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 65970K $0.01 %0.00 %as of Mar 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 65369.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
REAL ESTATE ULTRASECTOR PROFUND ProFunds 64171.1K $2.02 %0.00 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 62269K $0.00 %0.00 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 60066.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 59764.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 59763.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 57561.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 54559.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 53056.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 53056.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 52655.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 51855K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 51657.2K $0.41 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP REAL ESTATE ProFunds 50753.8K $0.93 %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