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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
BFM
76
Boothbay Fund Management
New York
$15.9M +$7.61M +72,834 +95%
Caisse de Depot et Placement du Quebec (CDPQ)
77
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$15.6M +$11.3M +107,732 +278%
Raymond James Financial
78
Raymond James Financial
Florida
$15.5M -$906K -8,668 -6%
CIBC Asset Management
79
CIBC Asset Management
Ontario, Canada
$14.8M +$12.7M +121,293 +688%
Nordea Investment Management
80
Nordea Investment Management
Sweden
$14.2M -$704K -6,734 -5%
LIP
81
Lighthouse Investment Partners
Florida
$14.1M +$13.9M +132,793 New
MMA
82
Mizuho Markets Americas
New York
$14M +$2.43M +23,216 +21%
Bank of Nova Scotia
83
Bank of Nova Scotia
Ontario, Canada
$13.7M -$232K -2,221 -2%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.4M -$1.32M -12,663 -9%
Truist Financial
85
Truist Financial
North Carolina
$13.2M +$497K +4,756 +4%
Principal Financial Group
86
Principal Financial Group
Iowa
$13.2M -$3.4M -32,523 -21%
IC
87
IEQ Capital
California
$13.2M +$1.49M +14,299 +13%
BNP Paribas Asset Management
88
BNP Paribas Asset Management
France
$12.9M +$1.12M +10,673 +10%
Asset Management One
89
Asset Management One
Japan
$12.9M -$320K -3,060 -2%
SPS
90
Susquehanna Portfolio Strategies
Pennsylvania
$12.7M +$1.04M +9,967 +9%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$12.6M +$1.71M +16,343 +16%
AllianceBernstein
92
AllianceBernstein
Tennessee
$11.7M -$256K -2,452 -2%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$11.5M +$420K +4,020 +4%
SO
94
STRS Ohio
Ohio
$11.3M -$4.95M -47,403 -31%
MYAM
95
Meiji Yasuda Asset Management
Japan
$11.1M +$834K +7,984 +8%
Cerity Partners
96
Cerity Partners
New York
$10.7M +$1.75M +16,777 +20%
Mariner
97
Mariner
Kansas
$10.2M +$3.3M +31,590 +49%
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$10.2M +$1.8M +17,260 +22%
Creative Planning
99
Creative Planning
Kansas
$10.1M +$2.08M +19,890 +26%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$10M +$2M +19,182 +26%