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
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 50355.8K $0.06 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 47752.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 45548.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 45250.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 44948.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 43548.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 43045.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 40444.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 40243.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 40044.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 40042.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 39141.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 37940.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 36338.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 35939.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
AQR Trend Total Return Fund AQR Funds 35637.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 35537.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Atlas America Fund 2023 ETF Series Trust 35537.7K $0.20 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 34036.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Real Estate Fund Rydex Variable Trust 33936K $1.05 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 32936.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 31733.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 29731.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 28330.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 27930.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Gotham Large Value Fund FundVantage Trust 27929.6K $0.09 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 26329.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 23124.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Series Funds 22223.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 21322.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 20922.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 20722K $0.01 %0.00 %as of Mar 31, 2026 ↗
Real Estate Fund Rydex Series Funds 18619.8K $1.03 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 17518.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 16418.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 15916.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
AQR CVX Fusion Fund AQR Funds 15316.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 15116K $0.03 %0.00 %as of Mar 31, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 14015.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13814.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 13515K $0.00 %0.00 %as of Apr 30, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 12413.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 11412.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 10912.1K $0.09 %0.00 %as of Apr 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 10511.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 10411.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 9610.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 9610.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 869.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 808.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 798.4K $0.22 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 778.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 727.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 697.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust 656.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 626.9K $0.01 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 616.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 596.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 576.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 555.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 545.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 535.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
BULL PROFUND ProFunds 515.7K $0.01 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 505.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 505.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 495.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 485.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 464.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 434.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 404.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Variable Trust 283K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 202.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP ULTRABULL ProFunds 202.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 161.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 141.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 141.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 101.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 7776.3 $0.02 %0.00 %as of Apr 30, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 7743.5 $0.01 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 5554.5 $0.03 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 5531.1 $0.00 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 4443.6 $0.01 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 3332.7 $0.01 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 2217.5 $0.01 %0.00 %as of Feb 28, 2026 ↗
GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / BAELO PATRIMONIO ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 858.2K €1.06 %as of Dec 31, 2025 ↗
BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 158K €0.01 %as of Dec 31, 2025 ↗
ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. 138.9K €0.01 %as of Dec 31, 2025 ↗
BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC 34K €0.01 %as of Dec 31, 2025 ↗
BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC 16K €0.02 %as of Dec 31, 2025 ↗

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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