undamentalytics Newsletter

Federal Realty Investment Trust: which funds bought and sold

Institutions that bought and sold Federal Realty Investment Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 350 institutions that filed 13F reports for both quarters added to or opened positions in Federal Realty Investment Trust, and 211 cut or closed them. Together they added a net 1.3M shares, +1.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 990K shares (+9.6%); index fund managers were net buyers of 1.3M shares (+3.8%). 107 opened a new position and 48 sold out entirely.

Bought, Q2 2026 350 institutions, 107 of them new holders Sold, Q2 2026 211 institutions, 48 of them sold out
Net change, all compared +1.3M shares (+1.7%)
Net change, active managers +990K shares (+9.6%), 32 bought, 20 sold

Buyers versus sellers

institutions compared, 651
Active managers and hedge funds 32 bought · 20 sold · +990K
Index fund managers 6 bought · 6 sold · +1.3M
Other institutions 312 bought · 185 sold · −978K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +1.5M +17.5% 10.2M $1.3B
Price T Rowe Associates Inc Active manager +980K +120.7% 1.8M $221M
Arrowstreet Capital, Limited Partnership Hedge fund +565K New position 565K $69.7M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC +554K +12615.2% 559K $69M
Wellington Management Group LLP Active manager +485K New position 485K $59.8M
Jpmorgan Chase & Co +473K +45.1% 1.5M $191M
AQR Capital Management LLC Hedge fund +403K +19.0% 2.5M $312M
Citadel Advisors LLC Hedge fund +288K +1324.2% 310K $38.3M
Mackenzie Financial Corp +236K +7415.3% 239K $29.6M
D. E. Shaw & Co., Inc. Hedge fund +226K New position 226K $27.9M
Adelante Capital Management LLC +223K New position 223K $27.5M
Quantinno Capital Management LP +204K +58.5% 552K $68.1M
Cbre Investment Management Listed Real Assets LLC +177K +101.2% 352K $43.4M
Two Sigma Investments, LP Hedge fund +147K +63.0% 380K $46.9M
SG Americas Securities, LLC +138K New position 138K $17.1M
Unisuper Management Pty Ltd +130K +406.6% 162K $19.9M
Russell Investments Group, Ltd. +127K +117.4% 235K $29.1M
Raymond James Financial Inc +106K +72.1% 252K $31.1M
Renaissance Technologies LLC Hedge fund +99K +694.4% 114K $14M
Acadian Asset Management LLC Active manager +95K New position 95K $11.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
PGGM Investments −736K −90.6% 76K $9.4M
Grs Advisors, LLC −671K −97.7% 15K $1.9M
Rush Island Management, LP Hedge fund −639K Sold out 0 —
Millennium Management LLC Hedge fund −598K Sold out 0 —
FMR LLC Active manager −568K −44.3% 715K $88.3M
Resolution Capital Ltd −477K −13.1% 3.2M $391M
Nuveen, LLC −347K −34.2% 667K $82.3M
Lasalle Investment Management Securities LLC −338K −95.6% 15K $1.9M
Sumitomo Mitsui Trust Group, Inc. −308K −70.2% 131K $16.1M
Centersquare Investment Management LLC −240K −69.2% 106K $13.1M
Marshall Wace, LLP Hedge fund −235K −59.5% 160K $19.7M
Morgan Stanley −182K −17.1% 886K $109M
Proshare Advisors LLC Index funds −165K −10.1% 1.5M $181M
Invesco Ltd. −151K −5.6% 2.5M $313M
Schonfeld Strategic Advisors LLC Hedge fund −147K −97.9% 3,089 $381,305
Boothbay Fund Management, LLC Hedge fund −140K −93.9% 9,129 $1.1M
Woodline Partners LP Hedge fund −119K −30.2% 275K $33.9M
Vanguard Portfolio Management LLC Index funds −109K −1.5% 7.2M $886M
UBS Group AG −106K −26.0% 302K $37.3M
Adage Capital Partners Gp, L.L.C. Hedge fund −106K −23.2% 349K $43.1M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Arrowstreet Capital, Limited PartnershipHedge fund 565K $69.7M
Wellington Management Group LLPActive manager 485K $59.8M
D. E. Shaw & Co., Inc.Hedge fund 226K $27.9M
Adelante Capital Management LLC 223K $27.5M
SG Americas Securities, LLC 138K $17.1M
Acadian Asset Management LLCActive manager 95K $11.7M
Frontier Capital Management Co LLCActive manager 91K $11.2M
Chilton Capital Management LLC 80K $9.8M
Jane Street Group, LLC 74K $9.2M
Bi Asset Management Fondsmaeglerselskab A/S 59K $7.2M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Rush Island Management, LPHedge fund 639K $67.8M
Millennium Management LLCHedge fund 598K $63.5M
Nan Fung Trinity (HK) Ltd 64K $6.8M
Sophron Capital Management L.P. 35K $3.7M
Holocene Advisors, LPHedge fund 21K $2.3M
LMR Partners LLPHedge fund 19K $2M
Portfolio Design Labs, LLC 9,562 $1M
Ascent Group, LLC 8,022 $851,964
Catalyst Funds Management Pty Ltd 8,000 $849,680
Prospera Financial Services Inc 7,750 $823,026

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
616
Ten largest holders
55.0%
of 13F-reported shares
Index fund managers
42.9%
of 13F-reported shares
Active managers and hedge funds
13.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 32 20 14 6 +990K +9.6%
Index fund managers 6 6 0 0 +1.3M +3.8%
Other institutions 312 185 93 42 −978K −3.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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