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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
MMG
301
Monetary Management Group
Missouri
$367K
SAM
302
Strategy Asset Managers
California
$363K +$31.3K +301 +9%
FC
303
Farringdon Capital
United Kingdom
$358K +$380K +3,658 New
RA
304
RFG Advisory
Alabama
$356K +$378K +3,640 New
GAM
305
Gotham Asset Management
New York
$349K +$152K +1,459 +69%
NMERB
306
New Mexico Educational Retirement Board
New Mexico
$347K
KIA
307
KCM Investment Advisors
California
$342K -$79.5K -765 -18%
HRES
308
Heitman Real Estate Securities
Illinois
$333K +$33.6K +323 +10%
MPM
309
MBB Public Markets
Illinois
$318K +$338K +3,252 New
EH
310
Equitable Holdings
New York
$318K +$6.55K +63 +2%
PCM
311
Passive Capital Management
Maryland
$312K +$332K +3,193 New
PAM
312
Panagora Asset Management
Massachusetts
$311K -$287K -2,764 -47%
EF
313
Empowered Funds
Pennsylvania
$310K +$36.9K +355 +12%
Mariner
314
Mariner
Kansas
$309K +$60.1K +578 +22%
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
$306K +$3.22K +31 +1%
PAG
316
Private Advisor Group
New Jersey
$296K +$38.2K +368 +14%
FG
317
Fiduciary Group
Georgia
$296K
SAM
318
Shell Asset Management
Netherlands
$288K +$26.1K +251 +9%
WANY
319
Wealthspire Advisors (New York)
New York
$287K -$104 -1 -0%
US Bancorp
320
US Bancorp
Minnesota
$287K +$40.4K +389 +15%
GCP
321
GSA Capital Partners
United Kingdom
$285K +$303K +2,917 New
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$280K +$6.65K +64 +2%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$280K +$46.2K +445 +18%
TI
324
Tidal Investments
Wisconsin
$278K +$50.6K +487 +20%
Wealth Enhancement Advisory Services
325
Wealth Enhancement Advisory Services
Minnesota
$278K -$43.7K -421 -13%

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.