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Federal Realty Investment Trust
FRT

Overview Fund Activity

483 hedge funds and large institutions have $7.78B invested in Federal Realty Investment Trust in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 221 increasing their positions, 132 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+7
Holders Change %
+1.47%
% of All Funds
6.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
69
Increased
221
Reduced
132
Closed
54
Calls
$18.3M
Puts
$6.19M
Net Calls
+$12.1M
Net Calls Change
+$14.1M

Top Buyers

1
WP
Woodline Partners
California
+$49.4M
2
GA
GRS Advisors
Illinois
+$47.5M
3
RC
Resolution Capital
Australia
+$32.7M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$26.7M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$25.7M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$73M
2
BlackRock
BlackRock
New York
-$67.3M
3
UBS AM
UBS AM
Illinois
-$56.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$737K +$99K +1,043 +16%
P
252
&Partners
Tennessee
$731K +$156K +1,637 +27%
GFA
253
Gallagher Fiduciary Advisors
Illinois
$731K +$731K +7,692 New
BEI
254
Benjamin Edwards Inc
Missouri
$730K +$91.4K +962 +14%
FPCP
255
Fort Point Capital Partners
California
$726K -$12.6K -133 -2%
Millennium Management
256
Millennium Management
New York
$716K -$20.8M -218,824 -97%
FNFDCM
257
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$714K -$9.5K -100 -1%
BHBT
258
Burke & Herbert Bank & Trust
Virginia
$697K – – –
ETC
259
Exchange Traded Concepts
Oklahoma
$690K +$610K +6,419 +760%
SFSG
260
Sound Financial Strategies Group
Mississippi
$686K +$22.5K +237 +3%
Mirae Asset Global ETFs Holdings
261
Mirae Asset Global ETFs Holdings
Hong Kong
$674K -$17.1K -180 -2%
AAM
262
AR Asset Management
California
$665K – – –
GCP
263
GSA Capital Partners
United Kingdom
$641K +$364K +3,834 +131%
JWM
264
Jeppson Wealth Management
California
$640K -$31.8K -335 -5%
FAM
265
Fairtree Asset Management
South Africa
$637K +$637K +6,708 New
OPERF
266
Oregon Public Employees Retirement Fund
Oregon
$632K – – –
MCA
267
MSH Capital Advisors
Arizona
$632K +$632K +6,650 New
Public Employees Retirement Association of Colorado
268
Public Employees Retirement Association of Colorado
Colorado
$609K – – –
VA
269
Vident Advisory
Georgia
$609K -$345K -3,633 -36%
CFD
270
Creative Financial Designs
Indiana
$608K -$10.4K -110 -2%
VPIM
271
Vanguard Personalized Indexing Management
California
$600K +$148K +1,553 +33%
GXJ
272
Global X Japan
Japan
$592K +$52.3K +551 +10%
LIM
273
Loudon Investment Management
New Hampshire
$591K -$233K -2,450 -28%
NW
274
NewEdge Wealth
Pennsylvania
$591K +$1.76K +19 +0.3%
MML Investors Services
275
MML Investors Services
Massachusetts
$591K -$332K -3,494 -36%
9 10
11
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