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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

12.18% less ownership

Funds ownership: 100.18%88% (-12%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less capital invested

Capital invested by funds: $9.52B → $7.38B (-$2.15B)

Holders
476
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.4M
Puts
$17.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
226
Lazard Asset Management
New York
$932K
DFCM
227
Dark Forest Capital Management
Puerto Rico
$889K
MOACM
228
Mutual of America Capital Management
New York
$877K
M&T Bank
229
M&T Bank
New York
$860K
WHCI
230
W.H. Cornerstone Investments
Massachusetts
$859K
LIM
231
Loudon Investment Management
New Hampshire
$849K
Rafferty Asset Management
232
Rafferty Asset Management
New York
$822K
MM
233
MQS Management
New York
$821K
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$816K
Lido Advisors
235
Lido Advisors
California
$800K
TPSF
236
Texas Permanent School Fund
Texas
$796K
AIP
237
Ameritas Investment Partners
Nebraska
$774K
Creative Planning
238
Creative Planning
Kansas
$772K
JIC
239
Joel Isaacson & Co
New York
$771K
NAAA
240
New Age Alpha Advisors
New York
$766K
FPCP
241
Fort Point Capital Partners
California
$761K
FNFDCM
242
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$745K
NB
243
Norinchukin Bank
Japan
$744K
BHBT
244
Burke & Herbert Bank & Trust
Virginia
$718K
PCM
245
Penserra Capital Management
California
$717K
Mirae Asset Global ETFs Holdings
246
Mirae Asset Global ETFs Holdings
Hong Kong
$712K
Cambridge Investment Research Advisors
247
Cambridge Investment Research Advisors
Iowa
$697K
JWM
248
Jeppson Wealth Management
California
$691K
AAM
249
AR Asset Management
California
$685K
SFSG
250
Sound Financial Strategies Group
Mississippi
$683K