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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
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$3.75M
SCM
152
Sophron Capital Management
New Jersey
$3.72M
APWM
153
Argonautica Private Wealth Management
Massachusetts
$3.71M
Franklin Resources
154
Franklin Resources
California
$3.69M
NIWA
155
New Insight Wealth Advisors
California
$3.62M
HighTower Advisors
156
HighTower Advisors
Illinois
$3.48M
UM
157
UniSuper Management
Australia
$3.39M
TAM
158
Trillium Asset Management
Massachusetts
$3.37M
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$3.26M
Jones Financial Companies
160
Jones Financial Companies
Missouri
$3.25M
VNT
161
Vanguard National Trust
Pennsylvania
$3.24M
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$3.18M
OTL
163
Oak Thistle LLC
New York
$3.15M
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$3.05M
Squarepoint
165
Squarepoint
New York
$3.04M
Toronto Dominion Bank
166
Toronto Dominion Bank
Ontario, Canada
$3.03M
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$3M
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$2.72M
XWM
169
Xcel Wealth Management
Florida
$2.65M
NIM
170
NEOS Investment Management
Connecticut
$2.65M
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$2.57M
ET
172
Entropy Technologies
New York
$2.46M
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$2.44M
ASRS
174
Arizona State Retirement System
Arizona
$2.39M
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.37M