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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
BlackRock
1
BlackRock
New York
$918M -$3.52M -33,674 -0.4%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$774M +$761M +7,283,403 New
State Street
3
State Street
Massachusetts
$677M -$19.4M -185,861 -3%
VCM
4
Vanguard Capital Management
Pennsylvania
$571M +$562M +5,380,784 New
RC
5
Resolution Capital
Australia
$387M +$35.6M +340,524 +10%
Invesco
6
Invesco
Georgia
$286M -$4.65M -44,487 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$243M +$9.84M +94,194 +4%
AQR Capital Management
8
AQR Capital Management
Connecticut
$222M +$31.9M +304,968 +17%
Northern Trust
9
Northern Trust
Illinois
$174M +$42.1M +403,144 +33%
ProShare Advisors
10
ProShare Advisors
Maryland
$173M +$2.87M +27,479 +2%
Charles Schwab
11
Charles Schwab
California
$158M +$6.67M +63,804 +4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$136M +$5.55M +53,109 +4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$136M +$20.7M +198,489 +18%
Morgan Stanley
14
Morgan Stanley
New York
$113M +$23.7M +226,654 +27%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$113M -$9.5M -90,903 -8%
JP Morgan Chase
16
JP Morgan Chase
New York
$109M -$7.91M -75,714 -7%
N
17
Nuveen
North Carolina
$108M +$86.6M +828,202 +447%
Wells Fargo
18
Wells Fargo
California
$91.8M -$641K -6,137 -0.7%
PI
19
PGGM Investments
Netherlands
$86.3M -$22.4M -214,034 -21%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$86.2M -$9.42M -90,166 -10%
Legal & General Group
21
Legal & General Group
United Kingdom
$75M -$9.6M -91,847 -12%
GA
22
GRS Advisors
Illinois
$72.9M +$35.7M +341,784 +99%
Goldman Sachs
23
Goldman Sachs
New York
$72.1M +$7.08M +67,708 +11%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$70.1M -$2.44M -23,328 -3%
RIM
25
Rush Island Management
New York
$67.8M -$67.6M -646,557 -50%