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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
CFG
526
Clayton Financial Group
Missouri
$1.49K +$418 +4 +40%
SSG
527
Summit Securities Group
New York
$1.38K -$10.9K -104 -89%
BH
528
Burk Holdings
Oklahoma
$1.38K +$1.36K +13 New
DF
529
Dunhill Financial
United Kingdom
$1.26K
AT
530
Arlington Trust
Alabama
$1.17K +$1.15K +11 New
SC
531
SouthState Corp
Florida
$1.06K -$1.99K -19 -66%
LWMI
532
Legacy Wealth Management (Idaho)
Idaho
$1.06K
IWS
533
Intentional Wealth Strategies
Colorado
$1.06K +$1.04K +10 New
RF
534
Rossby Financial
Florida
$1.06K
BW
535
Basepoint Wealth
Iowa
$1.01K +$105 +1 +11%
AW
536
Avion Wealth
Texas
$1K
GSWM
537
Golden State Wealth Management
California
$850
TFM
538
TFC Financial Management
Massachusetts
$850
SIM
539
Synergy Investment Management
Florida
$850 +$836 +8 New
SEP
540
Signature Equity Partners
Ohio
$820
CWP
541
Clark Wealth Partners
Illinois
$744 +$314 +3 +75%
AGWCA
542
Annis Gardner Whiting Capital Advisors
Florida
$744 +$418 +4 +133%
EWP
543
Elevation Wealth Partners
California
$532 +$523 +5 New
CSB
544
City State Bank
Iowa
$531
JWM
545
JPL Wealth Management
Colorado
$425 +$418 +4 New
CJ
546
Caitlin John
Michigan
$382
QWM
547
Quaker Wealth Management
New Jersey
$319
T
548
Tidemark
California
$319 +$314 +3 New
ACA
549
American Capital Advisory
Idaho
$213
CT
550
Colonial Trust
South Carolina
$212