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 director reports share acquisition
A director of Federal Realty Investment Trust (FRT) reported acquiring 1,091 common shares of beneficial interest on 01/02/2026. The shares were recorded at a price of $0, indicating this was likely an award or grant rather than an open-market purchase. Following this transaction, the director beneficially owns 27,537 common shares held directly.
This filing reflects a change in insider holdings and is reported on a Form 4, which insiders use to disclose purchases, sales, or awards of company securities.
Federal Realty OP LP entered into a new unsecured term loan agreement that allows it to borrow up to $250 million, with an accordion feature that could increase total borrowings to $500 million.
All loans under the facility will mature on January 31, 2031, and there are no borrowings outstanding as of the event date. Interest is floating, based on SOFR or a base rate plus a margin linked to the partnership’s credit rating; the current margin for SOFR loans would be 85 basis points. The agreement includes covenants and default provisions similar to its existing revolving credit facility and other unsecured term loans, including limits on additional indebtedness and liens, restrictions on major transactions and affiliate dealings, and financial maintenance tests such as fixed charge coverage and leverage ratios.
Federal Realty Investment Trust expanded its Board from seven to eight members and elected Joseph D. Fisher as a Trustee, effective January 1, 2026. He will serve on the Compensation and Human Capital Management Committee and the Audit Committee. The Board determined he is independent under NYSE standards and a SEC-defined audit committee financial expert. Fisher will receive the same compensation as other non-executive Trustees, with no related party transactions disclosed.
Federal Realty Investment Trust (FRT) reported Q3 2025 results. Total revenue was $322.3 million versus $303.6 million a year ago, driven by higher rental income. Net income attributable to the Trust was $61.6 million, with earnings per common share of $0.69 versus $0.70. For the first nine months, revenue reached $942.9 million and net income available for common shareholders was $275.3 million ($3.20 per share).
FRT expanded its portfolio with the $123.5 million acquisition of Del Monte Shopping Center in Monterey, CA and the $289.0 million purchase of Town Center Crossing/Plaza in Leawood, KS. It sold assets for $146.3 million, realizing a $77.1 million gain. The unsecured term loan was amended and upsized to $750.0 million; $102.4 million was outstanding on the $1.25 billion revolver at quarter-end. The amended ATM equity program has $750.0 million of capacity with no sales in the quarter, and a $300.0 million repurchase authorization saw no buybacks. Dividends declared were $1.13 per common share for the quarter. Subsequent to quarter-end, FRT acquired Annapolis Town Center for $187.0 million.
Federal Realty Investment Trust and Federal Realty OP LP furnished materials reporting financial results for the quarter ended September 30, 2025. The company issued supplemental operational data and a press release, provided as Exhibit 99.1. The information is furnished under Item 2.02 and is not deemed filed under the Exchange Act.
Donald C. Wood, identified as Director and CEO & President of Federal Realty Investment Trust (FRT), reported related-party transfers on 09/29/2025. The filing shows 60,000 shares of FRT were disposed of by IJKR II, LLC and 60,000 shares were acquired by the Stacey Wood Revocable Trust. Following the transfer, the Stacey Wood Revocable Trust is reported to beneficially own 113,879 shares. The filing states the transfers were part of estate planning, with Mr. Wood retaining indirect beneficial interest and control over the trust. The Form 4 is signed by an attorney on 09/30/2025.
Thomas McEachin, a director of Federal Realty Investment Trust (FRT), reported a non-sale reclassification of 2,535 common shares on 09/05/2025. He transferred 2,535 shares he previously held directly into the "Thomas A. McEachin Living Trust dated 4-17-2025," resulting in 0 shares held directly and 2,535 shares held indirectly after the transaction. The Form 4 clarifies this was an estate-planning gift and states Mr. McEachin and his wife are the sole trustees and beneficiaries, so he retains sole control over the transferred shares. The filing was submitted by Dawn M. Becker by power of attorney and dated 09/08/2025.