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
LAM
426
Lewis Asset Management
California
$204K +$201K +1,925 New
VCM
427
Versant Capital Management
Arizona
$203K +$148K +1,418 +286%
BL
428
BFSG LLC
California
$199K
CPCPP
429
Canada Post Corporation Pension Plan
Canada
$187K
PA
430
Parallel Advisors
California
$175K +$53.6K +513 +45%
CI
431
CX Institutional
Indiana
$166K -$10.8K -103 -6%
IA
432
IFP Advisors
Florida
$162K +$1.15K +11 +0.7%
MG
433
Mather Group
Illinois
$144K +$141K +1,353 New
Bessemer Group
434
Bessemer Group
New Jersey
$141K +$52.3K +500 +60%
SAM
435
Smartleaf Asset Management
Massachusetts
$138K +$16.6K +159 +14%
ACM
436
Aster Capital Management
United Arab Emirates
$136K +$146K +1,394 New
CCWM
437
Cassaday & Co Wealth Management
Virginia
$133K +$131K +1,251 New
GFM
438
GF Fund Management
China
$132K -$12.3K -118 -9%
NS
439
NBC Securities
Alabama
$123K -$105 -1 -0.1%
TWC
440
TD Waterhouse Canada
Ontario, Canada
$112K +$43.9K +420 +66%
WT
441
Whittier Trust
California
$107K
Mitsubishi UFJ Trust & Banking
442
Mitsubishi UFJ Trust & Banking
Japan
$94.5K +$93K +890 New
CIM
443
Contravisory Investment Management
Massachusetts
$80.8K +$79.5K +761 New
SGK
444
Steigerwald Gordon & Koch
Virginia
$77.8K
QC
445
Quent Capital
New York
$77.4K -$1.88K -18 -2%
S
446
SignatureFD
Georgia
$69.9K -$26.8K -256 -28%
HFS
447
Hantz Financial Services
Michigan
$69K +$24.5K +234 +56%
TE
448
Tema ETFs
New York
$63.4K
BCWM
449
Bartlett & Co Wealth Management
Ohio
$60.3K +$105 +1 +0.2%
LFG
450
Larson Financial Group
Missouri
$57.5K -$7.53K -72 -12%