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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
OTL
351
Oak Thistle LLC
New York
$211K +$224K +2,154 New
LI
352
Lafayette Investments
Maryland
$210K
CAMG
353
CWA Asset Management Group
Florida
$205K +$6.34K +61 +3%
SSW
354
Smith Shellnut Wilson
Mississippi
$201K -$28.6K -275 -12%
GI
355
GAMMA Investing
California
$195K -$115K -1,110 -36%
FNWM
356
Financial Network Wealth Management
Utah
$195K
IGAM
357
iA Global Asset Management
Quebec, Canada
$193K +$5.82K +56 +3%
DekaBank Deutsche Girozentrale
358
DekaBank Deutsche Girozentrale
Germany
$186K -$1.82M -17,564 -90%
N
359
Natixis
France
$183K -$235K -2,261 -54%
MGP
360
M&G plc
United Kingdom
$173K +$184K +1,770 New
Group One Trading
361
Group One Trading
Illinois
$163K +$173K +1,662 New
OPTFSNA
362
Old Point Trust & Financial Services N A
Virginia
$158K
CCM
363
Coldstream Capital Management
Washington
$148K -$34.2K -329 -18%
MG
364
Mather Group
Illinois
$142K
GFM
365
GF Fund Management
China
$142K +$8.31K +80 +6%
Mitsubishi UFJ Trust & Banking
366
Mitsubishi UFJ Trust & Banking
Japan
$136K +$145K +1,394 New
MCM
367
MAI Capital Management
Ohio
$134K -$2.18K -21 -2%
MSA
368
MUFG Securities Americas
New York
$134K +$24.5K +236 +21%
JGIA
369
Jackson Grant Investment Advisers
Connecticut
$130K
TCOV
370
Trust Company of Vermont
Vermont
$127K
CI Investments Inc
371
CI Investments Inc
Ontario, Canada
$123K +$2.91K +28 +2%
HI
372
Horizon Investments
North Carolina
$108K +$8.42K +81 +8%
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$107K -$18.3K -176 -14%
WT
374
Whittier Trust
California
$97.8K
HFS
375
Hopwood Financial Services
Virginia
$88K

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.