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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
BTI
501
Blue Trust Inc
Georgia
$5.95K
WTC
502
WhitTier Trust Company
Nevada
$5.87K +$2.93K +28 +104%
S
503
Sachetta
Massachusetts
$5.74K +$3.24K +31 +135%
BIA
504
Bell Investment Advisors
California
$4.99K
TC
505
Truvestments Capital
Florida
$4.78K +$4.7K +45 New
CFO
506
CVA Family Office
Colorado
$4.25K
AFC
507
Ares Financial Consulting
California
$3.5K
GBT
508
Grove Bank & Trust
Florida
$3.29K
SL
509
Salomon & Ludwin
Virginia
$3.2K
MCM
510
Manchester Capital Management
Vermont
$3.08K
MCM
511
MV Capital Management
Maryland
$3.08K
SWM
512
Spire Wealth Management
Virginia
$3.08K -$14.9K -143 -83%
HI
513
Harbour Investments
Wisconsin
$3.08K +$836 +8 +38%
VNA
514
Valley National Advisers
Pennsylvania
$3K
C
515
Covestor
United Kingdom
$3K +$2.61K +25 +417%
AF
516
Advisornet Financial
Minnesota
$2.76K
KFAS
517
Keating Financial Advisory Services
Kansas
$2.76K +$1.99K +19 +271%
GSEP
518
Golden State Equity Partners
California
$2.44K +$2.4K +23 New
PWA
519
Physician Wealth Advisors
Utah
$2.23K
FC
520
Financial Consulate
Maryland
$2.13K
SIS
521
Sound Income Strategies
Florida
$2.12K
EC
522
Elequin Capital
New York
$1.91K -$2.09K -20 -53%
MB
523
MidFirst Bank
Oklahoma
$1.91K +$1.88K +18 New
KA
524
Kozak & Associates
Colorado
$1.82K
RWM
525
Rialto Wealth Management
New York
$1.59K +$1.04K +10 +200%