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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
GIA
326
Gateway Investment Advisers
Ohio
$423K +$416K +3,978 New
EI
327
Ethic Inc
New York
$422K -$29.3K -280 -7%
PMAM
328
Picton Mahoney Asset Management
Ontario, Canada
$420K +$414K +3,958 New
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$419K
SFA
330
Sequoia Financial Advisors
Ohio
$414K -$30.5K -292 -7%
SC
331
Syon Capital
California
$410K +$36.4K +348 +10%
RIL
332
Rothschild Investment LLC
Illinois
$407K +$122K +1,163 +44%
GT
333
Glenmede Trust
Pennsylvania
$403K -$6.9K -66 -2%
Walleye Trading
334
Walleye Trading
New York
$403K +$396K +3,790 New
AC
335
AlphaCore Capital
California
$395K +$64.6K +618 +20%
KCP
336
Kera Capital Partners
California
$391K +$79.8K +764 +26%
GFA
337
Gallagher Fiduciary Advisors
Illinois
$391K -$43.9K -420 -10%
DCM
338
DGS Capital Management
New Jersey
$390K -$82.5K -789 -18%
NWMG
339
National Wealth Management Group
Ohio
$390K +$383K +3,668 New
NMERB
340
New Mexico Educational Retirement Board
New Mexico
$388K
PCA
341
Pallas Capital Advisors
Massachusetts
$384K -$44K -421 -10%
Ensign Peak Advisors
342
Ensign Peak Advisors
Utah
$381K
EWM
343
Empirical Wealth Management
Washington
$377K +$371K +3,547 New
TRCT
344
Tower Research Capital (TRC)
New York
$369K -$103K -988 -22%
WA
345
Waverly Advisors
Alabama
$358K +$64.1K +613 +22%
SAM
346
Strategy Asset Managers
California
$353K +$29.4K +281 +9%
US Bancorp
347
US Bancorp
Minnesota
$350K +$64K +612 +23%
Calamos Advisors
348
Calamos Advisors
Illinois
$350K +$344K +3,293 New
CWM
349
Calamos Wealth Management
Illinois
$350K +$344K +3,293 New
CIA
350
Caerus Investment Advisors
Texas
$349K -$215K -2,059 -39%