DIMENSIONAL FUND ADVISORS LP
Position in FRT — Federal Realty Investment Trust
CIK 354204
AUSTIN, TX
Position in FRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$158,700,263
+$22,326,521 QoQ
Shares Held
1,285,647
+0.1% QoQ
Ownership
1.49%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#15
of 614 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 93%
Shared 7%
None 1%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,639,941,684 across 25 REIT - Retail names. FRT ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,552,481 | $1,018,162,373 | |
| 2 | O |
Realty Income Corp
|
13,479,666 | $835,200,102 | |
| 3 | KIM |
Kimco Realty Corp
|
10,581,679 | $268,245,560 | |
| 4 | REG |
Regency Centers Corp
|
2,680,213 | $213,720,182 | |
| 5 | FRT |
Federal Realty Investment Trust
This page
|
1,285,647 | $158,700,263 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
4,775,514 | $150,571,954 | |
| 7 | ADC |
Agree Realty Corp
|
1,794,541 | $135,918,533 | |
| 8 | NNN |
Nnn REIT, Inc.
|
2,818,943 | $131,165,416 |
All Filings in FRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,700,263 | 1,285,647 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $136,373,742 | 1,284,001 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $124,073,912 | 1,230,892 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $122,342,258 | 1,207,603 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $112,353,885 | 1,182,797 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $114,372,805 | 1,169,217 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $130,511,085 | 1,165,798 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $130,705,367 | 1,136,865 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $115,001,496 | 1,138,967 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $115,399,069 | 1,130,034 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $113,399,721 | 1,100,434 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $101,533,873 | 1,120,312 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $108,160,795 | 1,117,710 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $107,659,470 | 1,089,340 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $107,057,132 | 1,059,552 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $104,041,644 | 1,154,479 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $107,910,180 | 1,127,117 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $137,039,322 | 1,122,629 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||