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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
JWM
276
Jeppson Wealth Management
California
$712K -$2.72K -26 -0.4%
FAM
277
Fairtree Asset Management
South Africa
$712K
MCA
278
MSH Capital Advisors
Arizona
$705K
NW
279
NewEdge Wealth
Pennsylvania
$702K -$34.6K -331 -5%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$699K +$48.8K +467 +8%
Ninety One (UK)
281
Ninety One (UK)
United Kingdom
$697K +$686K +6,565 New
CCIA
282
Campbell & Co Investment Adviser
Maryland
$690K +$679K +6,499 New
KF
283
Krilogy Financial
Missouri
$689K -$9.09K -87 -1%
Public Employees Retirement Association of Colorado
284
Public Employees Retirement Association of Colorado
Colorado
$681K
SW
285
SlateStone Wealth
Florida
$680K +$42.9K +410 +7%
DS
286
DRW Securities
Illinois
$665K +$408K +3,905 +165%
FNFDCM
287
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$655K -$30.8K -295 -5%
PI
288
PineBridge Investments
New York
$653K +$643K +6,152 New
RWM
289
Revisor Wealth Management
Ohio
$641K -$3.97K -38 -0.6%
TRSOTSOK
290
Teachers Retirement System of the State of Kentucky
Kentucky
$637K
NA
291
NewEdge Advisors
Louisiana
$628K -$11.7K -112 -2%
AI
292
Atria Investments
North Carolina
$625K -$62.1K -594 -9%
GXJ
293
Global X Japan
Japan
$623K +$15.8K +151 +3%
MM
294
MQS Management
New York
$609K +$599K +5,734 New
Kayne Anderson Rudnick Investment Management
295
Kayne Anderson Rudnick Investment Management
California
$601K -$899K -8,603 -60%
HWM
296
HB Wealth Management
Georgia
$590K +$111K +1,064 +24%
NAM
297
NorthCrest Asset Manangement
Minnesota
$585K -$26.7K -255 -4%
SLAM
298
Swiss Life Asset Management
$561K +$112K +1,072 +25%
JTWM
299
Jackson Thornton Wealth Management
Alabama
$530K +$1.78K +17 +0.4%
AF
300
Allworth Financial
California
$517K +$118K +1,125 +30%