We are live on ! Find out more
FRT icon

Federal Realty Investment Trust

556 hedge funds and large institutions have $8.33B invested in Federal Realty Investment Trust in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 221 increasing their positions, 156 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 39

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

42% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 156

6% more funds holding

Funds holding: 526556 (+30)

2% less capital invested

Capital invested by funds: $8.47B → $8.33B (-$145M)

6.56% less ownership

Funds ownership: 97.48%90.92% (-6.6%)

26% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $20.5M

Holders
556
Holders Change
+30
Holders Change %
+5.7%
% of All Funds
6.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
82
Increased
221
Reduced
156
Closed
39
Calls
$15.1M
Puts
$20.5M
Net Calls
-$5.37M
Net Calls Change
-$9.88M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
226
Summit Financial
New Jersey
$1.18M +$63.8K +610 +6%
P
227
&Partners
Tennessee
$1.17M +$164K +1,566 +17%
PA
228
PFW Advisors
Georgia
$1.16M +$1.15M +10,958 New
Cambridge Investment Research Advisors
229
Cambridge Investment Research Advisors
Iowa
$1.16M -$84.6K -809 -7%
KPWS
230
Kestra Private Wealth Services
Texas
$1.12M +$698K +6,674 +173%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$1.1M +$256K +2,448 +31%
CW
232
CreativeOne Wealth
Kansas
$1.1M +$1.08M +10,359 New
Allspring Global Investments
233
Allspring Global Investments
North Carolina
$1.1M +$98.2K +940 +10%
HIP
234
HUB Investment Partners
Texas
$1.08M +$218K +2,084 +26%
SIP
235
Stoneridge Investment Partners
Pennsylvania
$1.08M -$160K -1,529 -13%
KOCAA
236
Knights of Columbus Asset Advisors
Connecticut
$1.08M +$424K +4,059 +67%
IG
237
ING Group
Netherlands
$1.08M -$2.09K -20 -0.2%
SOAMC
238
Spirit of America Management Corp
New York
$1.03M
PDL
239
Portfolio Design Labs
California
$1.02M -$529K -5,059 -35%
EFMC
240
Empire Financial Management Company
New York
$1.01M +$996K +9,529 New
NP
241
NorthRock Partners
Minnesota
$1.01M +$995K +9,516 New
NPT
242
National Philanthropic Trust
Pennsylvania
$1.01M
MFG
243
Merit Financial Group
Georgia
$994K +$119K +1,141 +14%
IWC
244
Integrated Wealth Concepts
Massachusetts
$988K +$419K +4,006 +76%
M&T Bank
245
M&T Bank
New York
$986K -$12K -115 -1%
FPAS
246
Focus Partners Advisor Solutions
Missouri
$984K +$969K +9,268 New
AIP
247
Ameritas Investment Partners
Nebraska
$973K
OPERF
248
Oregon Public Employees Retirement Fund
Oregon
$954K
CPIG
249
Chicago Partners Investment Group
Illinois
$948K +$369K +3,534 +70%
VPIM
250
Vanguard Personalized Indexing Management
California
$948K +$179K +1,709 +24%