Capital Research Global Investors Amends Federal Realty Stake

TL;DR

**Capital Research Global Investors updated their stake in Federal Realty, now owning 2,411,353 shares.**

AI Summary

Capital Research Global Investors, a Delaware-based investment firm, filed an amended SC 13G/A on February 9, 2024, disclosing its ownership in Federal Realty Investment Trust. As of December 29, 2023, the firm beneficially owned 2,411,353 shares of common stock, representing a significant stake. This filing indicates a change in their previously reported holdings, which is important for investors to track as large institutional movements can influence stock perception and liquidity.

Why It Matters

This filing shows a major institutional investor's updated position, which can signal their confidence (or lack thereof) in Federal Realty Investment Trust's future performance and potentially influence other investors.

Risk Assessment

Risk Level: low — This filing is a routine disclosure of an institutional holding and does not inherently introduce new risks to the company or its investors.

Analyst Insight

Investors should note that a major institutional investor, Capital Research Global Investors, continues to hold a substantial position in Federal Realty Investment Trust, which could be seen as a vote of confidence. However, the specific change in their holding (increase or decrease) is not detailed in this excerpt, so further investigation into previous filings would be prudent to understand the trend.

Key Numbers

• 2,411,353 — Shares Beneficially Owned (Represents the total number of common stock shares of Federal Realty Investment Trust held by Capital Research Global Investors as of December 29, 2023.)

Key Players & Entities

• Capital Research Global Investors (company) — the reporting person and institutional investor
• Federal Realty Investment Trust (company) — the subject company whose shares are being reported
• 2,411,353 (dollar_amount) — number of shares beneficially owned by Capital Research Global Investors
• December 29, 2023 (date) — the date of the event requiring this filing
• February 9, 2024 (date) — the filing date of the SC 13G/A

Forward-Looking Statements

• Capital Research Global Investors will maintain a significant stake in Federal Realty Investment Trust. (Capital Research Global Investors) — medium confidence, target: Q2 2024

FAQ

Filing Documents

• SEC13G_Filing.htm (SC 13G/A) — 16KB
• 0001422848-24-000066.txt ( ) — 18KB

From the Filing

SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3 ) * Federal Realty Investment Trust (Name of Issuer) Common Stock (Title of Class of Securities) 313745101 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 313745101 1. NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Capital Research Global Investors 95-1411037 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 2,411,353 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 2,411,353 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,411,353 Beneficial ownership disclaimed pursuant to Rule 13d-4 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 3.0% 12. TYPE OF REPORTING PERSON IA Item 1. (a) Name of Issuer Federal Realty Investment Trust (b) Address of Issuer's Principal Executive Offices 909 Rose Avenue, Suite 200, North Bethesda, MD 20852-4041 Item 2. (a) Name of Person Filing Capital Research Global Investors (b) Address of Principal Business Office or, if None, Residence 333 South Hope Street, 55th Fl, Los Angeles, CA 90071 (c) Citizenship N/A (d) Title of Class of Securities Common Stock (e) CUSIP Number 313745101 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [X] An investment adviser in accordance with Rule 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with Rule 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(J). Item 4. Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount Beneficially Owned: 2,411,353 ** (b) Percent of Class: 3.0% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 2,411,353 (ii) shared power to vote or to direct the vote 0 (iii) sole power to dispose or to direct the disposition of 2,411,353 (iv) shared power to dispose or to direct the disposition of 0 **Capital Research Global Investors ("CRGI") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CRGI's divisions of each of the investment management entities collectively provide investment management services under the name "Capital Research Global Investors." CRGI is deemed to be the beneficial owner of 2,411,353 shares or 3.0% of the 81,618,162 shares believed to be outstanding. Item 5. If this statement is being filed to report the fact that as of the date hereof the reporting person ha

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