Federal Realty Investment Trust (FRT) Total Return:35.90%(TTM)
Over the latest trailing 12-month period, Federal Realty Investment Trust (FRT)'s total return cagr is +35.90%. The comparable SPY value is +24.09%. Year-to-date total return is +27.32%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in FRT
$228,838
(22.9x return)
Invested on Jun 12, 1996
Growth of $10,000 in SPY (S&P 500)
$184,570
(18.5x return)
Invested on Jun 12, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+27.3%
1-Year Total Return
+35.9%
Current Dividend Yield
3.60%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +29.3% | +35.9% | +6.6% |
| 3 Years | +9.0% | +14.5% | +5.5% |
| 5 Years | +0.2% | +4.6% | +4.4% |
| 10 Years | (2.3%) | +1.6% | +3.9% |
| 15 Years | +2.9% | +6.5% | +3.7% |
| 20 Years | +2.9% | +6.7% | +3.8% |
About Federal Realty Investment Trust
Federal Realty Investment Trust (FRT) stands out as a premier entity specializing in the acquisition, management, and redevelopment of high-quality retail properties. These assets are strategically situated primarily in prominent coastal metropolitan areas, spanning the Eastern Seaboard from Washington D.C. to Boston, and extending to key West Coast cities such as San Francisco and Los Angeles. Established in 1962, Federal Realty's core objective is to generate enduring, consistent growth by concentrating investments in communities where consumer demand for retail offerings significantly surpasses existing supply. The company is particularly skilled at developing vibrant, integrated urban districts, exemplified by projects like Santana Row in San Jose, California; Pike & Rose in North Bethesda, Maryland; and Assembly Row in Somerville, Massachusetts. These dynamic, mixed-use environments seamlessly blend shopping, dining, residential, and commercial spaces, fostering cherished destination experiences for their local populations. FRT's extensive portfolio encompasses 106 properties, accommodating roughly 3,100 businesses across 25 million square feet of commercial space, alongside approximately 3,200 residential units. Demonstrating exceptional financial stability, Federal Realty boasts an unparalleled track record in the REIT sector, having increased its quarterly shareholder dividends for 54 consecutive years. As an S&P 500 index constituent, its shares are publicly traded on the NYSE under the ticker FRT.
- Sector
- Real Estate
- Industry
- REIT - Retail
- CEO
- Donald C. Wood