FRT | FD RLTY INV-SBI | Owners

S&P 500$7,722.72
+0.73%
2m
DOW 30$51,176.96
+0.49%
2m
NASDAQ 100$30,807.93
+1.00%
2m
Russell 2000$281.52
+0.90%
2m
Russell 1000$420.21
+0.78%
2m
S&P 400$3,668.01
+0.96%
2m
S&P 600$1,685.75
+1.21%
2m

FD RLTY INV-SBI (FRT)

NYSE

$106.73+$0.04 (+0.04%)

Price as of Oct 02, 2026 7:30 PM EDT

$9.3B
Market Cap
11.92%
1-Year Change
REIT - Retail
Industry

Top Holders

Institutional

Mutual Funds

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
VANGUARD GROUP INC	15.31%	13.2M	-8,953 (-0.07%)	Dec 31, 2025
BLACKROCK, INC.	11.75%	10.2M	+1.5M (+14.87%)	Jun 30, 2026
BLACKROCK FUNDING, INC. /DE	10.18%	8.8M	+382,577 (+4.35%)	Dec 31, 2024
BLACKROCK INC.	9.67%	8.3M	+21,599 (+0.26%)	Jun 30, 2024
N/A	8.31%	7.2M	-108,591 (-1.51%)	Jun 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC	8.31%	7.2M	-108,591 (-1.51%)	Jun 30, 2026
STATE STREET CORP	7.35%	6.4M	-28,488 (-0.45%)	Jun 30, 2026

Holder	Ownership %	Shares Held	Change (Shares, %)	Report Date
USAA MUTUAL FUNDS TRUST	11.58%	10.0M	0 (0.00%)	Jul 31, 2026
VANGUARD BOND INDEX FUNDS	10.82%	9.3M	0 (0.00%)	Jun 30, 2026
VANGUARD INDEX FUNDS	9.28%	8.0M	+21,817 (+0.27%)	Jun 30, 2026
AMERICAN CENTURY INVESTMENT TRUST	9.20%	8.0M	0 (0.00%)	Jun 30, 2026
BOND FUND OF AMERICA	8.26%	7.1M	0 (0.00%)	Jun 30, 2026
AMERICAN BALANCED FUND	7.76%	6.7M	0 (0.00%)	Jun 30, 2026
CAPITAL INCOME BUILDER	6.64%	5.7M	0 (0.00%)	Jul 31, 2026

Current Ownership Distribution

Mutual Funds1.5B (51.14%)
Institutions1.4B (48.83%)
Insiders817,394 (0.03%)
Other0 (0.00%)

Insider Transactions

0.03% (817,394)
Current InsiderOwnership (%, shares)
0
Number of InsiderBuying (last 12 months)
$0.00
Amount of InsiderBuying (last 12 months)
1
Number of InsiderSelling (last 12 months)
$5.5M
Amount of InsiderSelling (last 12 months)

Insider Name & Title	Type	Date	Transaction Value	Shares	Share Price	Shares After Transactions
Lamb-Hale Nicole	Sell	Sep 30, 2026	$21,770.00	200	$108.85	5,913
Lamb-Hale Nicole	Sell	Sep 30, 2026	$10,886.50	100	$108.86	5,813
Lamb-Hale Nicole	Sell	Sep 30, 2026	$41,370.60	380	$108.87	5,433
Lamb-Hale Nicole	Sell	Sep 30, 2026	$15,243.20	140	$108.88	5,293
Lamb-Hale Nicole	Sell	Sep 30, 2026	$21,778.00	200	$108.89	5,093
Lamb-Hale Nicole	Sell	Sep 30, 2026	$4,356.40	40	$108.91	5,053
Lamb-Hale Nicole	Sell	Sep 30, 2026	$6,535.20	60	$108.92	4,993
Lamb-Hale Nicole	Sell	Sep 30, 2026	$8,714.40	80	$108.93	4,913
Lamb-Hale Nicole	Sell	Sep 30, 2026	$10,895.50	100	$108.95	4,813
Lamb-Hale Nicole	Sell	Sep 30, 2026	$21,792.00	200	$108.96	4,613
Guglielmone Daniel EVP-CFO and Treasurer	In Kind	Aug 03, 2026	$103,866.00	840	$123.65	80,026
WOOD DONALD C CEO & President	In Kind	Feb 12, 2026	$3.0M	28,211	$104.75	169,080
Guglielmone Daniel EVP-CFO and Treasurer	In Kind	Feb 12, 2026	$464,880.50	4,438	$104.75	80,866
WOOD DONALD C CEO & President	Award	Feb 11, 2026	$0.00	63,708	$0.00	197,291
BECKER DAWN M EVP-CLO & Secretary	Award	Feb 11, 2026	$0.00	11,712	$0.00	196,618
Guglielmone Daniel EVP-CFO and Treasurer	Award	Feb 11, 2026	$0.00	17,947	$0.00	85,304
Nader Anthony P III	Award	Jan 02, 2026	$0.00	1,339	$0.00	6,113
FAEDER DAVID W	Award	Jan 02, 2026	$0.00	1,091	$0.00	27,537
Lamb-Hale Nicole	Award	Jan 02, 2026	$0.00	1,339	$0.00	6,113
Steinel Gail P	Award	Jan 02, 2026	$0.00	1,339	$0.00	18,017
Guglielmone Daniel EVP-CFO and Treasurer	In Kind	Aug 03, 2025	$74,934.47	827	$90.61	67,357
WOOD DONALD C CEO & President	Gift	Jun 23, 2025	$0.00	33,857	$0.00	133,583
WOOD DONALD C CEO & President	Gift	Jun 23, 2025	$0.00	33,857	$0.00	253,262
BECKER DAWN M EVP-CLO & Secretary	Award	Feb 12, 2025	$0.00	12,381	$0.00	184,906
WOOD DONALD C CEO & President	Award	Feb 12, 2025	$0.00	68,335	$0.00	193,115
Guglielmone Daniel EVP-CFO and Treasurer	Award	Feb 12, 2025	$0.00	15,939	$0.00	71,166
WOOD DONALD C CEO & President	In Kind	Feb 12, 2025	$2.8M	25,675	$110.55	167,440
Guglielmone Daniel EVP-CFO and Treasurer	In Kind	Feb 12, 2025	$329,660.10	2,982	$110.55	68,184
Holland Elizabeth I	Award	Jan 02, 2025	$0.00	1,072	$0.00	8,388
Nader Anthony P III	Award	Jan 02, 2025	$0.00	1,072	$0.00	4,774