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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 %
IAA
276
Independent Advisor Alliance
North Carolina
$586K +$25K +263 +4%
Corient Private Wealth
277
Corient Private Wealth
Florida
$586K +$66.7K +702 +13%
JF
278
Jump Financial
Illinois
$575K +$575K +6,051 New
TRSOTSOK
279
Teachers Retirement System of the State of Kentucky
Kentucky
$570K +$9.79K +103 +2%
SW
280
SlateStone Wealth
Florida
$569K – – –
MIM
281
Morningstar Investment Management
Illinois
$568K +$568K +5,977 New
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$567K +$463K +4,878 +448%
FRM
283
Fox Run Management
Connecticut
$565K -$600K -6,314 -52%
VI
284
Vestcor Inc
New Brunswick, Canada
$556K +$556K +5,854 New
Wealth Enhancement Advisory Services
285
Wealth Enhancement Advisory Services
Minnesota
$553K +$280K +2,928 +103%
SCM
286
Sterling Capital Management
North Carolina
$544K +$98.3K +1,035 +22%
JCM
287
Janney Capital Management
Pennsylvania
$537K – – –
RWM
288
Revisor Wealth Management
Ohio
$534K +$141K +1,477 +36%
GLF
289
Groupe la Francaise
France
$534K +$50.6K +533 +10%
HIP
290
HUB Investment Partners
Texas
$531K +$273K +2,872 +106%
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$512K +$20K +211 +4%
Jones Financial Companies
292
Jones Financial Companies
Missouri
$511K +$274K +2,900 +116%
MSU
293
Mizuho Securities USA
New York
$509K -$77.2K -813 -13%
GWP
294
Gen-Wealth Partners
Michigan
$493K +$20.4K +215 +4%
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$491K -$20.4K -215 -4%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$474K +$202K +2,131 +75%
NA
297
NewEdge Advisors
Louisiana
$472K -$34.1K -359 -7%
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$467K +$467K +4,921 New
KAS
299
Kestra Advisory Services
Texas
$452K -$17.7K -186 -4%
ACM
300
Aster Capital Management
United Arab Emirates
$451K +$451K +4,745 New
10 11
12
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