Federal Realty Investment Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:QM1 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
18 Sep 24	Sell€1,910,589	Jeffrey Berkes	Individual		18,353	€104.10
09 Sep 24	Sell€3,887,344	Donald Wood	Individual		36,929	€106.08

Insider Trading Volume

Insider Buying: QM1 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of QM1?
Owner Type	Number of Shares	Ownership Percentage
State or Government	35,997	0.0442%
Individual Insiders	853,165	1.05%
General Public	1,287,189	1.58%
Institutions	79,176,829	97.3%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.5%.

Top Shareholders

Top 25 shareholders own 81.92% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.7%	The Vanguard Group, Inc.	12,802,837	€1.1b	1.57%	0.03%
12.5%	State Street Global Advisors, Inc.	10,198,486	€897.0m	6.23%	0.05%
9.35%	BlackRock, Inc.	7,606,970	€669.1m	4.28%	0.02%
8.87%	Norges Bank Investment Management	7,212,626	€634.4m	0%	0.07%
7.32%	Capital Research and Management Company	5,956,420	€523.9m	1.74%	0.04%
4.75%	Resolution Capital Limited	3,864,798	€339.9m	18.4%	5.38%
4.4%	J.P. Morgan Asset Management, Inc.	3,582,074	€315.1m	37.9%	0.06%
2.18%	ProShare Advisors LLC	1,771,322	€155.8m	13.3%	0.54%
2.06%	Geode Capital Management, LLC	1,676,596	€147.5m	3.62%	0.02%
1.92%	Invesco Capital Management LLC	1,564,071	€137.6m	-0.09%	0.1%
1.31%	Dimensional Fund Advisors LP	1,061,832	€93.4m	-8.21%	0.02%
1.24%	Northern Trust Global Investments	1,007,025	€88.6m	1.18%	0.02%
1.14%	Charles Schwab Investment Management, Inc.	925,696	€81.4m	4.25%	0.02%
1.13%	Legal & General Investment Management Limited	915,685	€80.5m	2.95%	0.02%
1.04%	Wells Fargo & Company, Securities and Brokerage Investments	843,083	€74.2m	5.68%	0.03%
1%	Rush Island Management, LP	810,394	€71.3m	-2.9%	13.62%
0.88%	BNY Mellon Asset Management	712,877	€62.7m	8.61%	0.01%
0.85%	Invesco Ltd.	694,313	€61.1m	-0.81%	0.02%
0.83%	UBS Asset Management	673,746	€59.3m	19.3%	0.01%
0.64%	Donald Wood	518,265	€45.6m	4.95%	no data
0.6%	Security Capital Research & Management Incorporated	486,171	€42.8m	-7.06%	1.74%
0.57%	Stichting Pensioenfonds ABP	465,489	€40.9m	-16.7%	0.05%
0.56%	Schroder Investment Management Limited	459,361	€40.4m	-43.4%	0.03%
0.53%	SEI Investments Company	430,781	€37.9m	17.7%	0.06%
0.5%	STRS Ohio	404,088	€35.5m	290%	0.16%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/03/22 14:26
End of Day Share Price	2022/12/23 00:00
Earnings	2022/12/31
Annual Earnings	2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Federal Realty Investment Trust is covered by 42 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christopher Lucas	Baird
Anthony Powell	Barclays
Anthony Powell	Barclays