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Federal Realty Investment Trust

553 hedge funds and large institutions have $8.32B invested in Federal Realty Investment Trust in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 220 increasing their positions, 154 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $8.47B → $8.32B (-$146M)

6.57% less ownership

Funds ownership: 97.48%90.91% (-6.6%)

26% less call options, than puts

Call options by funds: $15.1M | Put options by funds: $20.5M

Holders
553
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.1M
Puts
$20.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DF
526
Dunhill Financial
United Kingdom
$1.26K
AT
527
Arlington Trust
Alabama
$1.17K
SC
528
SouthState Corp
Florida
$1.06K
LWMI
529
Legacy Wealth Management (Idaho)
Idaho
$1.06K
IWS
530
Intentional Wealth Strategies
Colorado
$1.06K
RF
531
Rossby Financial
Florida
$1.06K
BW
532
Basepoint Wealth
Iowa
$1.01K
AW
533
Avion Wealth
Texas
$1K
GSWM
534
Golden State Wealth Management
California
$850
TFM
535
TFC Financial Management
Massachusetts
$850
SIM
536
Synergy Investment Management
Florida
$850
SEP
537
Signature Equity Partners
Ohio
$820
CWP
538
Clark Wealth Partners
Illinois
$744
AGWCA
539
Annis Gardner Whiting Capital Advisors
Florida
$744
EWP
540
Elevation Wealth Partners
California
$532
CSB
541
City State Bank
Iowa
$531
JWM
542
JPL Wealth Management
Colorado
$425
CJ
543
Caitlin John
Michigan
$382
QWM
544
Quaker Wealth Management
New Jersey
$319
T
545
Tidemark
California
$319
ACA
546
American Capital Advisory
Idaho
$213
CT
547
Colonial Trust
South Carolina
$212
PWMG
548
Private Wealth Management Group
New Jersey
$107
TFA
549
Transamerica Financial Advisors
Florida
$106
NF
550
Napier Financial
Massachusetts
$106