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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
X
251
Xponance
Pennsylvania
$678K
FC
252
FORA Capital
Florida
$664K
BEI
253
Benjamin Edwards Inc
Missouri
$658K
Commonwealth Equity Services
254
Commonwealth Equity Services
Massachusetts
$657K
WIA
255
World Investment Advisors
California
$652K
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$651K
PCM
257
Polymer Capital Management
New York
$643K
CFD
258
Creative Financial Designs
Indiana
$636K
EI
259
Ethic Inc
New York
$630K
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$627K
NW
261
NewEdge Wealth
Pennsylvania
$624K
PS
262
Principal Securities
Iowa
$617K
Cerity Partners
263
Cerity Partners
New York
$604K
MSU
264
Mizuho Securities USA
New York
$604K
P
265
&Partners
Tennessee
$594K
SW
266
SlateStone Wealth
Florida
$586K
IAA
267
Independent Advisor Alliance
North Carolina
$578K
PFS
268
Prospera Financial Services
Texas
$578K
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
$576K
GXJ
270
Global X Japan
Japan
$556K
JCM
271
Janney Capital Management
Pennsylvania
$553K
Corient Private Wealth
272
Corient Private Wealth
Florida
$535K
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$527K
NA
274
NewEdge Advisors
Louisiana
$521K
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$507K