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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
KBC Group
326
KBC Group
Belgium
$278K +$15.7K +151 +6%
Walleye Trading
327
Walleye Trading
New York
$277K +$294K +2,831 New
QCG
328
Quadrant Capital Group
Ohio
$267K +$193K +1,862 +214%
SSB
329
Sandy Spring Bank
Maryland
$267K -$94.2K -907 -25%
HIP
330
HUB Investment Partners
Texas
$265K +$70.3K +677 +33%
TRCT
331
Tower Research Capital (TRC)
New York
$258K -$9.87K -95 -3%
MWM
332
Modera Wealth Management
New Jersey
$258K
MIM
333
Montgomery Investment Management
Maryland
$257K
NIM
334
NEOS Investment Management
Connecticut
$254K +$272K +2,622 New
KeyBank National Association
335
KeyBank National Association
Ohio
$243K -$13.2K -127 -5%
Jones Financial Companies
336
Jones Financial Companies
Missouri
$242K +$11.4K +110 +5%
BC
337
Bridgefront Capital
Texas
$242K +$257K +2,476 New
Fifth Third Bancorp
338
Fifth Third Bancorp
Ohio
$240K +$9.97K +96 +4%
NMIMC
339
Northwestern Mutual Investment Management Company
Wisconsin
$240K +$2.6K +25 +1%
GCM
340
Graham Capital Management
Connecticut
$239K -$39.6K -381 -14%
PFC
341
Phocas Financial Corp
California
$235K +$250K +2,404 New
CGH
342
Crossmark Global Holdings
Texas
$234K -$5.09K -49 -2%
ECM
343
Everence Capital Management
Indiana
$233K
Wellington Management Group
344
Wellington Management Group
Massachusetts
$230K +$56.6K +545 +30%
VSQM
345
V-Square Quantitative Management
Illinois
$226K
IC
346
IEQ Capital
California
$226K -$117K -1,128 -33%
FL
347
FreeGulliver LLC
Louisiana
$225K +$239K +2,300 New
KFS
348
Kaizen Financial Strategies
California
$215K +$2.39K +23 +1%
PIA
349
Powell Investment Advisors
Florida
$214K
AF
350
Allworth Financial
California
$211K +$17.7K +170 +8%

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.