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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
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$3.75M +$986K +9,432 +30%
SCM
152
Sophron Capital Management
New Jersey
$3.72M +$3.66M +35,021 New
APWM
153
Argonautica Private Wealth Management
Massachusetts
$3.71M -$36.8K -352 -1%
Franklin Resources
154
Franklin Resources
California
$3.69M -$62.2K -595 -2%
NIWA
155
New Insight Wealth Advisors
California
$3.62M +$349K +3,344 +11%
HighTower Advisors
156
HighTower Advisors
Illinois
$3.48M +$32.4K +310 +1%
UM
157
UniSuper Management
Australia
$3.39M -$205K -1,957 -6%
TAM
158
Trillium Asset Management
Massachusetts
$3.37M -$249K -2,387 -8%
Mirae Asset Global Investments
159
Mirae Asset Global Investments
South Korea
$3.26M +$524K +5,018 +20%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$3.25M +$1.38M +13,250 +72%
VNT
161
Vanguard National Trust
Pennsylvania
$3.24M +$3.19M +30,530 New
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$3.18M +$445K +4,254 +17%
OTL
163
Oak Thistle LLC
New York
$3.15M +$619K +5,926 +25%
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$3.05M +$798K +7,636 +36%
Squarepoint
165
Squarepoint
New York
$3.04M +$245K +2,347 +9%
Toronto Dominion Bank
166
Toronto Dominion Bank
Ontario, Canada
$3.03M -$1.01M -9,631 -25%
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$3M -$7K -67 -0.2%
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$2.72M
XWM
169
Xcel Wealth Management
Florida
$2.65M -$690K -6,604 -21%
NIM
170
NEOS Investment Management
Connecticut
$2.65M +$1.36M +13,046 +107%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$2.57M +$2.24M +21,428 +772%
ET
172
Entropy Technologies
New York
$2.46M +$1.98M +18,916 +449%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$2.44M +$31.4K +300 +1%
ASRS
174
Arizona State Retirement System
Arizona
$2.39M -$25.5K -244 -1%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.37M +$240K +2,298 +11%