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
6.84%
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
ARC
351
Advisor Resource Council
Texas
$345K +$13.8K +132 +4%
MSE
352
MUFG Securities EMEA
United Kingdom
$342K
PCM
353
Passive Capital Management
Maryland
$339K
Mackenzie Financial
354
Mackenzie Financial
Ontario, Canada
$338K +$4.91K +47 +1%
GWP
355
Gen-Wealth Partners
Michigan
$338K +$5.12K +49 +2%
QCG
356
Quadrant Capital Group
Ohio
$329K -$3.24K -31 -1%
C
357
Certuity
Florida
$325K +$319K +3,055 New
NAMI
358
Nomura Asset Management International
Pennsylvania
$324K -$1.25K -12 -0.4%
SL
359
Sentinus LLC
Illinois
$324K +$48.9K +468 +18%
TSMHT
360
Thurston Springer Miller Herd & Titak
Indiana
$320K -$92.9K -889 -23%
William Blair & Company
361
William Blair & Company
Illinois
$318K +$24.9K +238 +9%
FFA
362
Farther Finance Advisors
California
$316K +$29.1K +278 +10%
VSQM
363
V-Square Quantitative Management
Illinois
$315K +$12.2K +117 +4%
KAS
364
Kestra Advisory Services
Texas
$311K -$281K -2,689 -48%
BAAM
365
Baker Avenue Asset Management
California
$309K +$304K +2,908 New
RA
366
RFG Advisory
Alabama
$309K -$83.2K -796 -21%
AFM
367
Armstrong Fleming & Moore
District of Columbia
$307K +$302K +2,890 New
XF
368
XML Financial
Maryland
$303K +$28.2K +270 +10%
SCM
369
Sterling Capital Management
North Carolina
$303K -$229K -2,189 -43%
FG
370
Fiduciary Group
Georgia
$303K
WANY
371
Wealthspire Advisors (New York)
New York
$303K +$33K +316 +12%
WWC
372
Waypoint Wealth Counsel
Georgia
$302K -$45.9K -439 -13%
EP
373
Essential Partners
California
$300K +$1.15K +11 +0.4%
CL
374
CSS LLC
Illinois
$298K -$1.04K -10 -0.4%
EWA
375
EverSource Wealth Advisors
Alabama
$293K +$45.6K +436 +19%