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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
KFG
451
Kingdom Financial Group
Arizona
$55K -$4.7K -45 -8%
LAS
452
Lloyd Advisory Services
Georgia
$55K +$54.1K +518 New
TWD
453
True Wealth Design
Ohio
$49.8K +$21K +201 +75%
EB
454
Eastern Bank
Massachusetts
$47.8K
PFBT
455
Parkside Financial Bank & Trust
Missouri
$40K +$4.7K +45 +14%
SIC
456
SJS Investment Consulting
Ohio
$38.4K +$15.9K +152 +72%
ASN
457
Advisory Services Network
Georgia
$38.3K +$37.6K +360 New
DI
458
DAGCO Inc
Ohio
$37.2K
DAM
459
Delta Asset Management
Tennessee
$37.2K
TFA
460
Toth Financial Advisory
Virginia
$35.3K
Federated Hermes
461
Federated Hermes
Pennsylvania
$34.9K -$627 -6 -2%
PTC
462
Private Trust Company
Ohio
$34.2K -$1.04K -10 -3%
Loomis, Sayles & Company
463
Loomis, Sayles & Company
Massachusetts
$32.5K -$12.4K -119 -28%
HNB
464
Hilltop National Bank
Wyoming
$31.9K
CAM
465
Clarity Asset Management
Iowa
$30.8K -$1.04K -10 -3%
PWPS
466
Pinnacle Wealth Planning Services
Ohio
$30.6K +$1.04K +10 +4%
AIM
467
Anchor Investment Management
South Carolina
$28.7K
NAAA
468
New Age Alpha Advisors
New York
$27.4K +$7.53K +72 +39%
CH
469
Cromwell Holdings
Wyoming
$25.5K
MA
470
Montag & Associates
Georgia
$25.5K
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$23.9K -$6.79K -65 -22%
RFP
472
Root Financial Partners
California
$22.9K +$22.1K +211 +4,220%
OL
473
OneFund LLC
Florida
$22.7K -$105 -1 -0.5%
Cohen & Steers
474
Cohen & Steers
New York
$22K
AWM
475
Activest Wealth Management
Florida
$21.2K +$105 +1 +0.5%