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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
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$507K +$20.5K +197 +4%
GLF
277
Groupe la Francaise
France
$493K -$35.1K -338 -6%
GWP
278
Gen-Wealth Partners
Michigan
$486K -$208 -2 -0%
KAS
279
Kestra Advisory Services
Texas
$483K -$291K -2,801 -36%
RIM
280
Rakuten Investment Management
Japan
$477K +$511K +4,920 New
VPIM
281
Vanguard Personalized Indexing Management
California
$465K -$97.9K -942 -17%
HIMCH
282
Hartford Investment Management Co (HIMCO)
Connecticut
$465K +$1.46K +14 +0.3%
AM
283
AGF Management
Ontario, Canada
$463K +$9.14K +88 +2%
SCM
284
Sterling Capital Management
North Carolina
$459K -$33.5K -322 -6%
KPWS
285
Kestra Private Wealth Services
Texas
$441K +$63.1K +607 +16%
DEA
286
DoubleLine ETF Adviser
Florida
$436K -$95.3K -917 -17%
GT
287
Glenmede Trust
Pennsylvania
$428K +$56.1K +540 +14%
EC
288
EntryPoint Capital
New York
$419K +$179K +1,727 +67%
LP
289
LMR Partners
United Kingdom
$413K +$439K +4,226 New
SFI
290
Susquehanna Fundamental Investments
Pennsylvania
$413K -$6.56M -63,158 -94%
LSERS
291
Louisiana State Employees Retirement System
Louisiana
$401K
RWM
292
Revisor Wealth Management
Ohio
$401K +$207K +1,990 +94%
OIAM
293
OFI Invest Asset Management
France
$401K -$23.8K -229 -5%
JFG
294
Jefferies Financial Group
New York
$396K -$7.62M -73,352 -95%
SI
295
Stephens Inc
Arkansas
$395K -$16.2K -156 -4%
NEI
296
Northwest & Ethical Investments
Ontario, Canada
$391K +$38.8K +373 +10%
NC
297
NovaPoint Capital
Georgia
$390K -$8.62K -83 -2%
AWM
298
Apollon Wealth Management
South Carolina
$390K +$84.8K +816 +26%
MSRPS
299
Maryland State Retirement & Pension System
Maryland
$386K -$79.3K -763 -16%
SAM
300
Securian Asset Management
Minnesota
$386K

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.