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Federal Realty Investment Trust

480 hedge funds and large institutions have $8.08B invested in Federal Realty Investment Trust in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 191 increasing their positions, 159 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 159

6% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 62

2% less funds holding

Funds holding: 490480 (-10)

3.74% less ownership

Funds ownership: 100.19%96.46% (-3.7%)

12% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $17.4M

15% less capital invested

Capital invested by funds: $9.53B → $8.08B (-$1.44B)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
480
Holders Change
-10
Holders Change %
-2.04%
% of All Funds
6.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
58
Increased
191
Reduced
159
Closed
62
Calls
$15.4M
Puts
$17.4M
Net Calls
-$2.06M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
MF
226
Magnetar Financial
Illinois
$941K +$1,000K +9,624 New
Lazard Asset Management
227
Lazard Asset Management
New York
$932K +$182K +1,752 +23%
DFCM
228
Dark Forest Capital Management
Puerto Rico
$889K +$944K +9,090 New
MOACM
229
Mutual of America Capital Management
New York
$877K -$20.2K -194 -2%
SAM
230
Storebrand Asset Management
Norway
$876K -$316K -3,037 -25%
M&T Bank
231
M&T Bank
New York
$860K -$94.8K -912 -9%
WHCI
232
W.H. Cornerstone Investments
Massachusetts
$859K +$344K +3,309 +60%
LIM
233
Loudon Investment Management
New Hampshire
$849K -$249K -2,395 -22%
Rafferty Asset Management
234
Rafferty Asset Management
New York
$822K -$171K -1,648 -16%
MM
235
MQS Management
New York
$821K +$872K +8,397 New
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$816K -$17K -164 -2%
Lido Advisors
237
Lido Advisors
California
$800K +$62.7K +603 +8%
AIP
238
Ameritas Investment Partners
Nebraska
$774K
Creative Planning
239
Creative Planning
Kansas
$772K -$306K -2,942 -27%
JIC
240
Joel Isaacson & Co
New York
$771K
NAAA
241
New Age Alpha Advisors
New York
$766K -$90.9K -875 -10%
FPCP
242
Fort Point Capital Partners
California
$761K -$7.07K -68 -0.9%
FNFDCM
243
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$745K -$6.96K -67 -0.9%
NB
244
Norinchukin Bank
Japan
$744K +$78.7K +757 +11%
BHBT
245
Burke & Herbert Bank & Trust
Virginia
$718K
PCM
246
Penserra Capital Management
California
$717K +$742K +7,145 +3,664%
Mirae Asset Global ETFs Holdings
247
Mirae Asset Global ETFs Holdings
Hong Kong
$712K -$756K -7,279 -50%
Cambridge Investment Research Advisors
248
Cambridge Investment Research Advisors
Iowa
$697K +$70K +674 +10%
JWM
249
Jeppson Wealth Management
California
$691K +$831 +8 +0.1%
AAM
250
AR Asset Management
California
$685K +$727K +7,000 New

FRT Hedge Fund Activity: Q1 2025 in Review

480 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2025, worth a combined $8.08B — down 15% from $9.53B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of FRT and 58 opened new positions — a net loss of 4 holders — while 159 trimmed existing stakes and 191 added.

The largest buyer was PGGM Investments, adding an estimated $103M. The largest seller was JP Morgan Chase, cutting an estimated $233M.

  • 480 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2025, down from 490 in Q4 2024.
  • Funds reported $8.08B of Federal Realty Investment Trust stock for Q1 2025, down 15% quarter-over-quarter.
  • 58 funds opened new Federal Realty Investment Trust positions in Q1 2025 and 62 closed out, a net change of -4 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2025 was PGGM Investments, an estimated $103M added.
  • The largest Federal Realty Investment Trust seller in Q1 2025 was JP Morgan Chase, an estimated $233M sold.

Based on aggregated 13F filings for Q1 2025.