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Federal Realty Investment Trust

476 hedge funds and large institutions have $7.38B invested in Federal Realty Investment Trust in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 189 increasing their positions, 157 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-10
Holders Change %
-2.06%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
189
Reduced
157
Closed
62
Calls
$15.4M
Puts
$17.4M
Net Calls
-$2.06M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
226
Lazard Asset Management
New York
$932K +$171K +1,752 +23%
DFCM
227
Dark Forest Capital Management
Puerto Rico
$889K +$889K +9,090 New
MOACM
228
Mutual of America Capital Management
New York
$877K -$19K -194 -2%
M&T Bank
229
M&T Bank
New York
$860K -$89.2K -912 -9%
WHCI
230
W.H. Cornerstone Investments
Massachusetts
$859K +$324K +3,309 +60%
LIM
231
Loudon Investment Management
New Hampshire
$849K -$234K -2,395 -22%
Rafferty Asset Management
232
Rafferty Asset Management
New York
$822K -$161K -1,648 -16%
MM
233
MQS Management
New York
$821K +$821K +8,397 New
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$816K -$16K -164 -2%
Lido Advisors
235
Lido Advisors
California
$800K +$59K +603 +8%
TPSF
236
Texas Permanent School Fund
Texas
$796K +$796K +8,469 New
AIP
237
Ameritas Investment Partners
Nebraska
$774K
Creative Planning
238
Creative Planning
Kansas
$772K -$288K -2,942 -27%
JIC
239
Joel Isaacson & Co
New York
$771K
NAAA
240
New Age Alpha Advisors
New York
$766K -$85.6K -875 -10%
FPCP
241
Fort Point Capital Partners
California
$761K -$6.65K -68 -0.9%
FNFDCM
242
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$745K -$6.55K -67 -0.9%
NB
243
Norinchukin Bank
Japan
$744K +$74.1K +757 +11%
BHBT
244
Burke & Herbert Bank & Trust
Virginia
$718K
PCM
245
Penserra Capital Management
California
$717K +$698K +7,145 +3,664%
Mirae Asset Global ETFs Holdings
246
Mirae Asset Global ETFs Holdings
Hong Kong
$712K -$712K -7,279 -50%
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$697K +$65.9K +674 +10%
JWM
248
Jeppson Wealth Management
California
$691K +$783 +8 +0.1%
AAM
249
AR Asset Management
California
$685K +$685K +7,000 New
SFSG
250
Sound Financial Strategies Group
Mississippi
$683K -$92.6K -947 -12%