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Federal Realty Investment Trust

FRT · United States · Retail REITs · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.025%
12M weight contribution
-0.004 pp
3M weight contribution
+0.006 pp
12M price return
+5.1%

Share of matched S&P 500 members

Monthly observations through Sep 2023

0.00.00.1201820192020202120222023

Company price index

A separate dimension from market allocation

6597128201820192020202120222023

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Sep 2023$7.4bn0.025%-0.004 pp+5.1%Yes
Aug 2023$8.0bn0.025%-0.004 pp+1.1%Yes
Jul 2023$8.3bn0.018%-0.011 pp+0.5%No
Jun 2023$7.9bn0.018%-0.011 pp+5.6%No
May 2023$7.2bn0.018%-0.015 pp-19.8%No
Apr 2023$8.0bn0.027%-0.006 pp-11.7%No
Mar 2023$8.0bn0.027%-0.005 pp-15.4%No
Feb 2023$8.7bn0.031%-0.002 pp-5.2%Yes
Jan 2023$9.1bn0.031%-0.002 pp-8.7%Yes
Dec 2022$8.2bn0.030%-0.004 pp-22.7%Yes
Nov 2022$9.0bn0.031%-0.002 pp-5.8%Yes
Oct 2022$8.0bn0.028%-0.003 pp-14.4%No
Sep 2022$7.3bn0.029%-0.004 pp-20.5%No
Aug 2022$8.2bn0.029%-0.002 pp-13.7%No
Jul 2022$8.4bn0.029%-0.003 pp-6.7%No
Jun 2022$7.6bn0.030%-0.003 pp-15.2%No
May 2022$9.1bn0.033%+0.001 pp+4.2%No
Apr 2022$9.2bn0.033%+0.002 pp+7.5%Yes
Mar 2022$9.6bn0.032%+0.017 pp+24.6%No
Feb 2022$9.2bn0.032%+0.017 pp+20.4%No
Jan 2022$9.9bn0.033%+0.017 pp+50.9%Yes
Dec 2021$10.6bn0.034%+0.008 pp+66.0%Yes
Nov 2021$9.5bn0.032%+0.004 pp+46.4%Yes
Oct 2021$9.4bn0.031%+0.007 pp+82.2%No

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.