Welcome to our dedicated page for FEDERAL REALTY INVESTMENT TRUST SEC filings (Ticker: FRT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Federal Realty Investment Trust executive Daniel Guglielmone, EVP-CFO and Treasurer, reported a tax-withholding disposition of 840 Common Shares of Beneficial Interest on 2026-08-03 at $123.65 per share. The shares were surrendered to the issuer to cover taxes on vested restricted shares, leaving him with 80,026 shares held directly.
FEDERAL REALTY INVESTMENT TRUST director Thomas McEachin reported an estate-planning gift involving his common shares. On June 3, 2026, he made a bona fide gift of 1,339 Common Shares of Beneficial Interest that he previously held directly to the Thomas A. McEachin Living Trust dated April 17, 2025.
The trust is controlled by Mr. McEachin and his wife as sole trustees and beneficiaries, so he retains sole control over these shares after the transfer. Following the reported transactions, he holds 3,874 common shares indirectly through the living trust and no longer holds common shares directly.
Federal Realty Investment Trust CEO Donald C. Wood reported bona fide gifts of a total of 74,076 Common Shares of Beneficial Interest on June 3, 2026. These include 37,038 shares he owned directly that were gifted to his revocable trust as part of estate planning, where he remains sole trustee and beneficiary and retains sole control of those shares.
The transactions involve internal transfers and gifts rather than any open-market sale or purchase. Following these movements, Wood continues to hold a substantial stake in Federal Realty through both direct ownership and his revocable trust.
Federal Realty Investment Trust held its annual shareholder meeting on May 6, 2026, where investors voted on trustee elections, executive pay and the auditor selection. All eight trustee nominees received strong support, with most drawing over 72 million votes in favor and only modest opposition.
Shareholders approved, on an advisory basis, the compensation of the named executive officers, with 69,554,400 votes for, 4,840,747 against and 108,588 abstentions, alongside 4,732,290 broker non-votes. They also ratified the appointment of Grant Thornton LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, by 76,052,276 votes for, 3,149,125 against and 34,624 abstentions.
Federal Realty Investment Trust reported stronger Q1 2026 results driven by property growth and asset sales. Total revenue rose to $341.1M, with property operating income up to $227.4M. Net income attributable to the trust increased to $159.1M, or $1.81 diluted EPS, helped by a $92.7M gain on real estate sales.
The portfolio remained healthy, with 96.1% of commercial space leased and 93.8% occupied. During the quarter, the company acquired Congressional North Shopping Center for $72.3M and sold a Santana Row residential building and Courthouse Center for $158.5M. It also repaid $400M of 1.25% senior notes, drew $250M on an unsecured term loan, and ended with $115.6M in cash and $369.1M outstanding on its revolving credit facility.
After quarter-end, Federal Realty expanded and extended its revolver to $1.4B with an accordion up to $2.0B, and acquired an additional Kingstowne Towne Center asset for $19.7M. The trust continues to invest in development and redevelopment projects while maintaining REIT status and monitoring macroeconomic risks such as inflation and higher interest rates.
Federal Realty Investment Trust reported a strong first quarter of 2026, with net income available for common shareholders rising to $157.1 million, or $1.81 per diluted share, up from $0.72 a year earlier. Total revenue increased to $341.1 million, helped by rental income of $332.7 million and a $92.7 million gain on the sale of real estate, primarily from the Misora at Santana Row disposition.
Nareit FFO and Core FFO were each $162.6 million, or $1.88 per diluted share, a 10.6% year-over-year per-share increase. Comparable property operating income grew 4.7%, or 5.1% on an adjusted basis. The portfolio ended the quarter 93.8% occupied and 96.1% leased, with 101 comparable retail leases signed for 649,078 square feet and cash rent spreads of 13%.
The company completed $158.5 million of asset sales and acquired two shopping centers for a combined $92.0 million. It repaid $400 million of 1.25% senior notes and expanded its revolving credit facility to $1.4 billion with an extended maturity. Management raised 2026 guidance, targeting net income of $3.94–$4.03 per diluted share and Nareit/Core FFO of $7.46–$7.55 per diluted share, and declared a quarterly common dividend of $1.13 per share.
Federal Realty Investment Trust ownership update: Vanguard Capital Management reports beneficial ownership of 6,135,561 shares of Common Stock, representing 7.10% of the class. The filing shows sole voting power for 754,777 shares and sole dispositive power for 6,135,561 shares. The filing notes that this position reflects holdings across Vanguard Capital Management LLC and specified affiliates, including Vanguard Asset Management Limited and Vanguard Global Advisers, LLC.
Federal Realty Investment Trust reports a Schedule 13G filing showing Vanguard Portfolio Management beneficially owns 7,293,691 shares. The filing states this equals 8.44% of the class and that Vanguard has sole dispositive power over 7,293,691 shares and sole voting power for 10,288 shares. The filing is signed by Ashley Grim and dated 04/29/2026.
Federal Realty OP, the operating partnership of Federal Realty Investment Trust, entered into a Third Amended and Restated Credit Agreement replacing its prior revolving credit facility. The new unsecured revolving credit facility increases total capacity to $1.4 billion and extends the maturity to April 12, 2030, with two optional six‑month extensions.
The facility generally bears interest at SOFR or a base rate plus a margin tied to the partnership’s credit rating, with SOFR loan margins ranging from 62.5 to 135 basis points and initially set at 72.5 basis points. An accordion feature permits expansion of borrowing capacity up to $2.0 billion. As of December 31, 2025, the prior $1.25 billion facility had a $310.0 million outstanding balance.
The updated agreement maintains restrictions on incurring additional debt, liens, investments and major transactions, and includes financial covenants such as minimum fixed charge coverage and limits on secured indebtedness and unencumbered leverage. Related term loan agreements with PNC Bank and Truist Bank were also amended to align with these updated terms.