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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
SFSG
251
Sound Financial Strategies Group
Mississippi
$683K -$98.4K -947 -12%
X
252
Xponance
Pennsylvania
$678K +$18.8K +181 +3%
FC
253
FORA Capital
Florida
$664K +$705K +6,789 New
BEI
254
Benjamin Edwards Inc
Missouri
$658K +$4.47K +43 +0.6%
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$657K +$54.7K +526 +8%
WIA
256
World Investment Advisors
California
$652K -$116K -1,116 -14%
OPERF
257
Oregon Public Employees Retirement Fund
Oregon
$651K +$10.4K +100 +2%
PCM
258
Polymer Capital Management
New York
$643K +$683K +6,573 New
CFD
259
Creative Financial Designs
Indiana
$636K +$52.2K +502 +8%
EI
260
Ethic Inc
New York
$630K +$6.96K +67 +1%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$627K
NW
262
NewEdge Wealth
Pennsylvania
$624K +$1.14K +11 +0.2%
PS
263
Principal Securities
Iowa
$617K
Cerity Partners
264
Cerity Partners
New York
$604K -$60.9K -586 -9%
MSU
265
Mizuho Securities USA
New York
$604K -$111K -1,073 -15%
P
266
&Partners
Tennessee
$594K +$407K +3,916 +183%
SW
267
SlateStone Wealth
Florida
$586K
IAA
268
Independent Advisor Alliance
North Carolina
$578K -$70.1K -675 -10%
PFS
269
Prospera Financial Services
Texas
$578K +$180K +1,728 +41%
TRSOTSOK
270
Teachers Retirement System of the State of Kentucky
Kentucky
$576K +$36.9K +355 +6%
GXJ
271
Global X Japan
Japan
$556K +$116K +1,117 +24%
JCM
272
Janney Capital Management
Pennsylvania
$553K
Corient Private Wealth
273
Corient Private Wealth
Florida
$535K +$63.6K +612 +13%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$527K +$25.4K +244 +5%
NA
275
NewEdge Advisors
Louisiana
$521K -$140K -1,350 -20%

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.