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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 %
BL
376
BFSG LLC
California
$77.3K +$77.3K +814 New
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$76.9K +$60.7K +639 +374%
NS
378
NBC Securities
Alabama
$76K +$9.29K +99 +14%
IA
379
IFP Advisors
Florida
$72.9K +$30.9K +325 +73%
EWP
380
Elevation Wealth Partners
California
$66.5K – – –
EWA
381
EverSource Wealth Advisors
Alabama
$65.5K +$10.4K +109 +19%
ZP
382
Zimmer Partners
New York
$62.3K -$2.31M -24,344 -97%
Bessemer Group
383
Bessemer Group
New Jersey
$56K -$8.37K -87 -13%
FFA
384
Farther Finance Advisors
California
$54K +$4.18K +44 +8%
DAM
385
Delta Asset Management
Tennessee
$49.9K – – –
SAM
386
Smartleaf Asset Management
Massachusetts
$48.5K -$6.06K -64 -11%
FFA
387
Frazier Financial Advisors
Ohio
$48.1K +$48.1K +506 New
BCWM
388
Bartlett & Co Wealth Management
Ohio
$47.6K +$95 +1 +0.2%
AT
389
Avalon Trust
New Mexico
$47.5K – – –
EB
390
Eastern Bank
Massachusetts
$42.7K – – –
BIG
391
Brooklyn Investment Group
New York
$42.4K +$16.5K +174 +64%
Loomis, Sayles & Company
392
Loomis, Sayles & Company
Massachusetts
$41.1K +$41.1K +433 New
RIL
393
Rothschild Investment LLC
Illinois
$40.8K +$950 +10 +2%
HNB
394
Huntington National Bank
Ohio
$36.1K +$17.9K +188 +98%
QL
395
Quarry LP
New York
$35.4K -$36.5K -384 -51%
CA
396
Clearstead Advisors
Ohio
$33.4K +$14.1K +148 +73%
DI
397
DAGCO Inc
Ohio
$33.2K – – –
GRP
398
Global Retirement Partners
California
$32.7K +$32.7K +345 New
Federated Hermes
399
Federated Hermes
Pennsylvania
$32.1K -$95 -1 -0.3%
SWM
400
Spire Wealth Management
Virginia
$31.8K +$25K +263 +365%
14 15
16
17 18