# FEDERAL RLTY INVT TR NEW SH BEN INT NEW

FEDERAL RLTY INVT TR NEW SH BEN INT NEW is a security (CUSIP 313745101) tracked across SEC portfolio filings. 597 institutional managers reported $7.8B on Form 13F as of 2026-06-30; 45 registered fund positions totaling $482.7M via N-PORT as of 2026-05-31.

## Summary

- Issuer: FEDERAL RLTY INVT TR NEW
- Class: SH BEN INT NEW
- CUSIP: 313745101
- Asset category: EC
- 13F holders: 597
- 13F value: $7.8B
- 13F period: 2026-06-30
- N-PORT fund positions: 45
- N-PORT value: $482.7M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 597 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $1.3B | 13,227,980 |
| BlackRock, Inc. | New York, NY | $917.9M | 8,642,048 |
| STATE STREET CORP | BOSTON, MA | $677.5M | 6,378,740 |
| [Resolution Capital Ltd](https://search.stillhousedata.com/firm/142409) | Sydney, Nsw, C3 | $387.1M | 3,644,575 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $243.1M | 2,292,435 |
| [AQR CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/111883) | Greenwich, CT | $221.6M | 2,125,515 |
| NORTHERN TRUST CORP | CHICAGO, IL | $173.6M | 1,634,529 |
| ProShare Advisors LLC | BETHESDA, MD | $173.0M | 1,628,718 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $158.4M | 1,491,186 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $136.4M | 1,284,001 |
| FMR LLC | BOSTON, MA | $136.3M | 1,283,338 |
| [MASSACHUSETTS FINANCIAL SERVICES CO /MA/](https://search.stillhousedata.com/firm/110045) | Boston, MA | $121.2M | 922,123 |
| MORGAN STANLEY | NEW YORK, NY | $113.5M | 1,068,466 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $109.5M | 1,048,230 |
| Nuveen, LLC | CHARLOTTE, NC | $107.7M | 1,013,591 |

## Top fund holders (N-PORT)

_Showing 15 of 45 fund positions by value._

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Invesco S&P 500 Equal Weight ETF](https://search.stillhousedata.com/fund/S000060812) | Invesco Exchange-Traded Fund Trust | $174.8M | 19.90% |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | State Street(R) SPDR(R) S&P 500(R) ETF Trust | $97.3M | 1.49% |
| [State Street(R) Real Estate Select Sector SPDR(R) ETF](https://search.stillhousedata.com/fund/S000051152) | SELECT SECTOR SPDR TRUST | $68.9M | 94.37% |
| [VANGUARD STRATEGIC EQUITY FUND](https://search.stillhousedata.com/fund/S000002593) | VANGUARD HORIZON FUNDS | $27.2M | 26.90% |
| [T. Rowe Price Real Assets Fund, Inc.](https://search.stillhousedata.com/fund/S000029428) | T. ROWE PRICE REAL ASSETS FUND, INC. | $21.7M | 20.61% |
| CBRE Global Real Estate Income Fund | CBRE Global Real Estate Income Fund | $20.0M | 310.88% |
| Nuveen Real Estate Income Fund | Nuveen Real Estate Income Fund | $7.6M | 322.89% |
| [T. Rowe Price Real Estate Fund, Inc.](https://search.stillhousedata.com/fund/S000002107) | T. ROWE PRICE REAL ESTATE FUND, INC. | $7.1M | 114.42% |
| [Fidelity Large Cap Value Enhanced Index Fund](https://search.stillhousedata.com/fund/S000015910) | Fidelity Commonwealth Trust II | $6.6M | 11.61% |
| [VIP Real Estate Portfolio](https://search.stillhousedata.com/fund/S000007753) | Variable Insurance Products Fund IV | $6.6M | 200.70% |
| Harrison Street Real Estate Fund LLC | Harrison Street Real Estate Fund LLC | $6.2M | 41.91% |
| [Large Cap Index Master Portfolio](https://search.stillhousedata.com/fund/S000033023) | Master Investment Portfolio | $5.5M | 1.52% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $5.2M | 0.88% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $4.4M | 1.46% |
| [VIP Balanced Portfolio](https://search.stillhousedata.com/fund/S000007730) | Variable Insurance Products Fund III | $4.4M | 5.48% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/313745101.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.