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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
CA
401
Clearstead Advisors
Ohio
$237K +$176K +1,684 +308%
PPW
402
Parcion Private Wealth
Washington
$236K -$22.7K -217 -9%
LIM
403
Loudon Investment Management
New Hampshire
$235K
CGH
404
Crossmark Global Holdings
Texas
$234K -$4.81K -46 -2%
EC
405
EntryPoint Capital
New York
$232K
HNB
406
Huntington National Bank
Ohio
$232K +$215K +2,053 +1,532%
PIA
407
Powell Investment Advisors
Florida
$232K
CPA
408
Capital Performance Advisors
California
$231K +$227K +2,174 New
MSA
409
MUFG Securities Americas
New York
$231K +$5.96K +57 +3%
AFG
410
Atomi Financial Group
New York
$229K +$225K +2,153 New
LI
411
Lafayette Investments
Maryland
$228K
CIBC World Market
412
CIBC World Market
Ontario, Canada
$228K +$224K +2,143 New
SC
413
Savant Capital
Illinois
$227K +$223K +2,133 New
SAM
414
Securian Asset Management
Minnesota
$223K
MIM
415
Montgomery Investment Management
Maryland
$221K +$217K +2,080 New
Wealthfront Advisers
416
Wealthfront Advisers
California
$218K +$215K +2,056 New
QL
417
Quarry LP
New York
$215K +$90.5K +866 +75%
FNWM
418
Financial Network Wealth Management
Utah
$212K
PTP
419
Platform Technology Partners
New York
$211K +$208K +1,988 New
CAM
420
CenterStar Asset Management
Illinois
$210K +$206K +1,973 New
EH
421
Equitable Holdings
New York
$207K -$13.6K -130 -6%
FHA
422
Flagship Harbor Advisors
Massachusetts
$207K +$34.8K +333 +21%
VLKIM
423
Van Lanschot Kempen Investment Management
Netherlands
$207K -$3.44M -32,888 -94%
BBHC
424
Brown Brothers Harriman & Co
New York
$206K +$71.2K +681 +54%
PAM
425
Panagora Asset Management
Massachusetts
$205K +$201K +1,927 New