Xcel Wealth Management LLC Decreases Stock Position in Federal Realty Investment Trust $FRT

Posted by Brian Himes on Jun 26th, 2026

Xcel Wealth Management LLC lessened its stake in Federal Realty Investment Trust (NYSE:FRT – Free Report) by 20.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,951 shares of the real estate investment trust’s stock after selling 6,604 shares during the period. Xcel Wealth Management LLC’s holdings in Federal Realty Investment Trust were worth $2,650,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Centersquare Investment Management LLC increased its stake in shares of Federal Realty Investment Trust by 2.2% in the third quarter. Centersquare Investment Management LLC now owns 1,270,854 shares of the real estate investment trust’s stock worth $128,750,000 after buying an additional 27,306 shares during the period. Meiji Yasuda Asset Management Co Ltd. grew its holdings in Federal Realty Investment Trust by 20.5% in the 3rd quarter. Meiji Yasuda Asset Management Co Ltd. now owns 114,249 shares of the real estate investment trust’s stock worth $11,575,000 after acquiring an additional 19,412 shares during the last quarter. Schroder Investment Management Group bought a new stake in Federal Realty Investment Trust in the 3rd quarter worth $33,779,000. Jain Global LLC purchased a new position in shares of Federal Realty Investment Trust in the third quarter valued at about $15,046,000. Finally, Wealth Enhancement Advisory Services LLC increased its position in shares of Federal Realty Investment Trust by 97.1% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 31,120 shares of the real estate investment trust’s stock valued at $3,148,000 after acquiring an additional 15,329 shares during the period. 93.86% of the stock is currently owned by hedge funds and other institutional investors.

Federal Realty Investment Trust Trading Down 0.2%

Shares of NYSE FRT opened at $124.37 on Friday. Federal Realty Investment Trust has a 1 year low of $89.99 and a 1 year high of $126.41. The stock has a market cap of $10.74 billion, a P/E ratio of 21.59, a price-to-earnings-growth ratio of 2.97 and a beta of 0.94. The firm has a 50-day moving average of $117.61 and a 200 day moving average of $108.81. The company has a debt-to-equity ratio of 1.51, a current ratio of 1.64 and a quick ratio of 1.64.

Federal Realty Investment Trust Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Wednesday, July 1st will be paid a dividend of $1.13 per share. The ex-dividend date of this dividend is Wednesday, July 1st. This represents a $4.52 dividend on an annualized basis and a dividend yield of 3.6%. Federal Realty Investment Trust’s dividend payout ratio (DPR) is currently 78.47%.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on FRT. Scotiabank upped their price objective on shares of Federal Realty Investment Trust from $118.00 to $128.00 and gave the company an “outperform” rating in a research note on Tuesday, May 19th. Evercore set a $110.00 price target on Federal Realty Investment Trust in a report on Monday, May 4th. Bank of America upped their price target on Federal Realty Investment Trust from $125.00 to $128.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Mizuho set a $130.00 price objective on Federal Realty Investment Trust and gave the stock an “outperform” rating in a report on Monday, June 1st. Finally, Citigroup increased their price objective on Federal Realty Investment Trust from $106.00 to $120.00 and gave the stock a “neutral” rating in a report on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $123.21.

Get Our Latest Analysis on Federal Realty Investment Trust

Federal Realty Investment Trust Profile

(Free Report)

Federal Realty Investment Trust (NYSE: FRT) is a real estate investment trust specializing in the ownership, management, and redevelopment of high-quality retail, restaurant, and mixed-use properties. With a strategic focus on open-air shopping centers and lifestyle-oriented urban destinations, the company partners with leading national and regional retailers to curate environments that blend shopping, dining, entertainment, office, and residential uses. Its asset management capabilities extend from initial site selection and development through ongoing property operations and tenant relations.

Federal Realty’s portfolio comprises approximately 100 properties totaling more than 25 million square feet of gross leasable area.