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Federal Realty Investment Trust Releases Tax Status of 2025 Distributions

2026-01-23 16:05 ET - News Release

Federal Realty Investment Trust Releases Tax Status of 2025 Distributions

PR Newswire

NORTH BETHESDA, Md., Jan. 23, 2026 /PRNewswire/ -- Federal Realty Investment Trust (NYSE: FRT) released today the Federal income tax treatment for 2025 distributions to holders of its Common Shares of Beneficial Interest (NYSE: FRT) and its 5.000% Series C Cumulative Redeemable Preferred Shares (NYSE: FRT.PRC).

Common Shares (CUSIP # 313745101)

      Record Date    Payable     Distribution      Taxable     Qualified         Capital    Unrecap. Sec          Nontaxable          Section 199A            Sec 897
                  Date        Per Share       Ordinary       Income        Gains (4)            1250 (2)     Distributions        Dividend (1)            Capital
                                              Dividend      Dividend
                                                               (1)                                                                                      Gain (Box
                                                                                                                                                          2f) (3)


 01/02/2025        01/15/2025       $1.100000     $0.946000      $0.000000        $0.154000        $0.036960            $0.000000              $0.946000           $0.150304


 04/01/2025        04/15/2025       $1.100000     $0.946000      $0.000000        $0.154000        $0.036960            $0.000000              $0.946000           $0.150304


 07/01/2025        07/15/2025       $1.100000     $0.946000      $0.000000        $0.154000        $0.036960            $0.000000              $0.946000           $0.150304


 10/01/2025        10/15/2025       $1.130000     $0.971800      $0.000000        $0.158200        $0.037968            $0.000000              $0.971800           $0.154403


                   2025
                    Totals          $4.430000     $3.809800      $0.000000        $0.620200        $0.148848            $0.000000              $3.809800           $0.605315




 (1) 
 These amounts are a subset of, and included in, the 2025 Taxable Ordinary Dividend amounts.



 (2) 
 These amounts are a subset of, and included in, the 2025 Capital Gain amounts.



 (3)   The amount of the quarterly dividends treated as a Disposition of Investment in United States Real Property, for purposes of Internal
          Revenue Code (IRC) Section 897, are reflected in Box 2f.  Box 2f is a subset of, and included in, the 2025 Capital Gain amounts.



 (4)   Pursuant to Treasury Regulation Section 1.1061-6(c), Federal Realty Investment Trust is disclosing the following information to its
          shareholders.  "One Year Amounts Disclosure" is 2.4% of the capital gain distributions and "Three Year Amounts Disclosure" is 2.4% of
          the capital gain distributions.  Capital gain distributions related to Section 1231 gain are 97.6% of the total capital gain
          distributions.

5.000% Series C Cumulative Redeemable Preferred Shares (CUSIP # 313745200))

     Record Date     Payable     Distribution       Taxable      Qualified          Capital         Unrecap.           Nontaxable           Section            Sec 897
                 Date         Per Share       Ordinary        Income         Gains (5)         Sec 1250          Distributions           199A              Capital
                                 (1)                                                              (3)                                                       Gain
                                              Dividend       Dividend                                                                  Dividend           (Box 2f)
                                                                (2)                                                                       (2)                (4)


 01/02/2025        01/15/2025        $0.31250      $0.268750        $0.00000         $0.043750          $0.01050              $0.00000          $0.268750            $0.04270


 04/01/2025        04/15/2025        $0.31250      $0.268750        $0.00000         $0.043750          $0.01050              $0.00000          $0.268750            $0.04270


 07/01/2025        07/15/2025        $0.31250      $0.268750        $0.00000         $0.043750          $0.01050              $0.00000          $0.268750            $0.04270


 10/01/2025        10/15/2025        $0.31250      $0.268750        $0.00000         $0.043750          $0.01050              $0.00000          $0.268750            $0.04270


                   2025
                    Totals           $1.25000      $1.075000        $0.00000         $0.175000          $0.04200              $0.00000          $1.075000            $0.17080




 (1) 
 Amount represents dividends per depositary share, each representing 1/1000th of a share.



 (2) 
 These amounts are a subset of, and included in, the 2025 Taxable Ordinary Dividend amounts.



 (3) 
 These amounts are a subset of, and included in, the 2025 Capital Gain amounts.



 (4)   The amount of the quarterly dividends treated as a Disposition of Investment in United States Real Property, for purposes of Internal
          Revenue Code (IRC) Section 897, are reflected in Box 2f.  Box 2f is a subset of, and included in, the 2025 Capital Gain amounts.



 (5)   Pursuant to Treasury Regulation Section 1.1061-6(c), Federal Realty Investment Trust is disclosing the following information to its
          shareholders.  "One Year Amounts Disclosure" is 2.4% of the capital gain distributions and "Three Year Amounts Disclosure" is 2.4% of
          the capital gain distributions.  Capital gain distributions related to Section 1231 gain are 97.6% of the total capital gain
          distributions.

The company did not incur any foreign taxes. Shareholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of Federal Realty distributions.

About Federal Realty

Federal Realty is a recognized leader in the ownership, operation and redevelopment of high-quality retail-based properties located primarily in major coastal markets and select underserved regions with strong economic and demographic fundamentals. Founded in 1962, Federal Realty's mission is to deliver long-term, sustainable growth through investing in communities where retail demand exceeds supply. This includes a portfolio of open-air shopping centers and mixed-use destinations--such as Santana Row, Pike & Rose and Assembly Row--which together reflect the company's ability to create distinctive, high-performing environments that serve as vibrant destinations for their communities. As of September 30, 2025, Federal Realty's 103 properties include approximately 3,600 tenants in 27.9 million commercial square feet, and approximately 3,000 residential units.

Federal Realty has increased its quarterly dividends to its shareholders for 58 consecutive years, the longest record in the REIT industry. The company is an S&P 500 index member and its shares are traded on the NYSE under the symbol FRT. For additional information about Federal Realty and its properties, visit www.federalrealty.com.


 Investor Inquiries:                       
 Media Inquiries:


 Jill Sawyer                               
 Brenda Pomar


 Senior Vice President, Investor Relations   Senior Director, Corporate
                                               Communications


 301.998.8265                              
 301.998.8316


 
            jsawyer@federalrealty.com                   bpomar@federalrealty.com

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SOURCE Federal Realty Investment Trust

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