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.
Federal Realty Investment Trust filings document the regulatory record of a retail real estate investment trust and its operating partnership, Federal Realty OP LP. Recent Form 8-K reports furnish earnings releases and supplemental operating data, including portfolio metrics and financial results, and disclose material financing agreements such as credit facilities and unsecured term loan arrangements.
The filing record also covers NYSE-listed common shares and depositary shares representing Series C cumulative redeemable preferred stock. Proxy materials describe trustee elections, board committee matters, compensation topics and shareholder voting procedures, while material-event filings record governance changes and capital-structure matters.
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.
Federal Realty Investment Trust is asking shareholders to vote at its virtual 2026 annual meeting on May 6, 2026 on three items: electing eight trustees, an advisory “Say on Pay” vote for 2025 executive compensation, and ratifying Grant Thornton as auditor.
The company highlights strong 2025 performance, including net income available to common shareholders of $4.68 per diluted share and NAREIT FFO of $7.22 per diluted share, up 6.6% from 2024, supported by record revenue, robust leasing, and significant acquisitions.
Federal Realty signed over 2.3 million square feet of new and renewal leases generating about $88.9 million of first-year revenue and raised its common dividend for the 58th consecutive year. Management also reports roughly a 35% reduction in Scope 1 and 2 greenhouse gas emissions from 2019 through 2024 and broad ESG initiatives across properties, communities, and workforce.
Federal Realty Investment Trust received an amended Schedule 13G/A showing that The Vanguard Group reports 0 shares beneficially owned of the issuer's common stock as of 03/13/2026. The filing explains an internal realignment on 01/12/2026 under SEC Release No. 34-39538 that disaggregated certain Vanguard subsidiaries and business divisions for separate reporting. The statement is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
Federal Realty Investment Trust CEO Donald C. Wood reported two share transactions. On February 11, 2026, he acquired 63,708 common shares at $0 as a grant or award. On February 12, 2026, he disposed of 28,211 shares at $104.75 to cover tax withholding on vested restricted shares. After these transactions, he directly owned 169,080 common shares of beneficial interest.
Federal Realty Investment Trust’s EVP-CFO and Treasurer, Daniel Guglielmone, reported equity compensation and a related tax transaction. On February 11, 2026, he acquired 17,947 common shares of beneficial interest as a grant at $0 per share.
On February 12, 2026, 4,438 common shares were surrendered to the issuer at $104.75 per share to satisfy tax withholding obligations tied to vesting of restricted shares. After these transactions, he directly owned 80,866 common shares of beneficial interest.
Federal Realty Investment Trust executive Dawn M. Becker, EVP-CLO & Secretary, reported an acquisition of 11,712 Common Shares of Beneficial Interest on 02/11/2026. The shares were granted at a price of $0.00 per share, bringing her directly held stake to 196,618 shares.
Federal Realty Investment Trust presents its annual overview as a retail-focused REIT operating through Federal Realty OP LP. The company owns or has majority interests in 104 shopping center and mixed-use projects totaling about 28.8 million commercial square feet, primarily in dense coastal markets.
As of December 31, 2025, properties were 96.1% leased and 94.1% occupied, supported by roughly 3,700 commercial and 2,700 residential leases, with no tenant over 2.4% of base rent. Federal Realty highlights its 58-year streak of common dividend increases, REIT tax status, and a capital structure that includes about $5.0 billion of debt, most at fixed rates.
The filing emphasizes strategies for leasing, redevelopment, acquisitions and conservative financing, along with detailed risk factors. Key risks include tenant health and bankruptcies, e-commerce competition, development and redevelopment execution, geographic concentration, interest-rate and refinancing exposure, environmental and climate regulation, cybersecurity, and the need to maintain REIT qualification and ownership limits.