Yousif Capital Management 13F: Cuts FRT Stake by $977K

Yousif Capital Management reduced its stake in Federal Realty Investment Trust (NYSE:FRT) by 10.9%, cutting 9,019 shares during the period. The institutional investor disclosed the trade in a Form 13F filing filed with the SEC on October 22, 2026. On the day of the filing, the stock closed at $108.88.

FRT Federal Realty Investment Trust

$108.40 ▲ +12.87% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Yousif Capital Management's Federal Realty Investment Trust Position

The fund held 82,508 shares of the retail real estate investment trust prior to the filing. Following the reduction of 9,019 shares, Yousif Capital Management finished the period with 73,489 shares. The reported value of the remaining stake stood at $7,958,143.

Other Institutional Activity in Federal Realty Investment Trust

Other major investors adjusted their holdings in the retail property owner around the same time. Resolution Capital Ltd trimmed its position by 476,697 shares, bringing its total to 3,167,773 shares valued at $344,400,284. Apg Asset Management US also reduced its holdings, cutting 41,221 shares to end with 273,311 shares worth about $33,737,510. Meanwhile, AQR Capital Management, LLC grew its holdings by 403,434 shares, raising its position 19.0% to 2,529,007 shares worth about $274,953,644.

Federal Realty Investment Trust Stock Up 2.7%

The shares recently traded around $108.64 as of October 24, 2026, which is down about 0.2% from their close on the filing date. The stock sits below its 50-day moving average of $111.98 and its 200-day moving average of $112.82. Over the past 52 weeks, the company has traded as low as $90.03 and as high as $128.21. The current price is down 15.3% from that 52-week peak and up 20.7% from its trough. Analysts maintain a consensus buy rating with a mean price target of $127.74, leaving the recent price about 15.0% below that target.

Recent Earnings

Federal Realty Investment Trust reported trailing twelve-month revenue of $1.34 billion alongside basic earnings of $4.95 per share. The company posted a net profit margin of 32.7% and a return on equity of 12.6%. The business is scheduled to release its next financial update on October 30, 2026.

Dividend

The company pays an annual dividend rate of $4.64 per share, translating to a dividend yield of 4.26%. The payout is supported by a dividend payout ratio of 91.3% based on recent earnings.

Insider Buying and Selling at Federal Realty Investment Trust

Director Nicole Lamb-Hale sold 1,500 shares of Federal Realty on September 30, 2026, with a total transaction value of $163,342.

Analysts Set New Price Targets

Mizuho maintained an Outperform rating while lowering its target from $130.00 to $117.00 on September 24, 2026. Barclays kept an Equal-Weight rating and trimmed its target from $123.00 to $118.00 on September 28, 2026. Wells Fargo maintained an Overweight rating and adjusted its target from $134.00 to $126.00 on October 5, 2026. UBS retained a Neutral rating while reducing its target from $127.00 to $115.00 on October 9, 2026. Piper Sandler kept an Overweight rating and lowered its target from $149.00 to $131.00 on October 12, 2026. Overall, the stock carries a consensus buy rating from 19 analysts.

About Federal Realty Investment Trust

Federal Realty Investment Trust is a real estate investment trust focused on owning and managing open-air shopping centers and mixed-use properties in major coastal markets. The company acquires and redevelops retail spaces in densely populated regions where demand for commercial space outpaces supply.

Bottom Line

Investors are watching for the upcoming earnings report on October 30, 2026, to assess revenue trends and property performance. Additional institutional filings will clarify whether other large holders follow Yousif Capital Management in trimming exposure.