CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in FRT — Federal Realty Investment Trust
CIK 884546
SAN FRANCISCO, CA
Position in FRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$158,378,865
+$14,498,760 QoQ
Shares Held
1,491,186
+4.5% QoQ
Ownership
1.73%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 99.99986587856914.ToString("F0")%
Shared 0.ToString("F0")%
None 0.00013412143086107301.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,405,276,704 across 26 REIT - Retail names. FRT ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,272,265 | $796,905,590 | |
| 2 | O |
Realty Income Corp
|
12,188,656 | $745,701,974 | |
| 3 | KIM |
Kimco Realty Corp
|
10,906,924 | $245,078,582 | |
| 4 | REG |
Regency Centers Corp
|
2,652,808 | $200,711,453 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
6,258,358 | $180,240,710 | |
| 6 | ADC |
Agree Realty Corp
|
2,109,853 | $159,040,719 | |
| 7 | FRT |
Federal Realty Investment Trust
This page
|
1,491,186 | $158,378,865 | |
| 8 | NNN |
Nnn REIT, Inc.
|
2,977,152 | $125,129,698 |
All Filings in FRT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,378,865 | 1,491,186 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $143,880,105 | 1,427,382 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $138,919,412 | 1,371,231 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $127,011,698 | 1,337,106 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $127,442,145 | 1,302,823 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $143,876,908 | 1,285,189 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $143,472,787 | 1,247,915 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $121,740,134 | 1,205,706 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $120,998,311 | 1,184,864 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $119,107,766 | 1,155,825 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $101,038,039 | 1,114,841 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $105,972,052 | 1,095,092 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $107,199,616 | 1,084,687 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $93,532,323 | 925,696 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $80,020,972 | 887,938 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $82,002,746 | 856,515 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $104,030,983 | 852,224 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||