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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
ETC
376
Exchange Traded Concepts
Oklahoma
$82.7K +$13.5K +130 +18%
DB
377
Danske Bank
Denmark
$78.3K
S
378
SignatureFD
Georgia
$75.7K -$14.8K -142 -16%
QL
379
Quarry LP
New York
$74K +$78.7K +757 New
NS
380
NBC Securities
Alabama
$69K +$73.9K +711 New
EWP
381
Elevation Wealth Partners
California
$68.5K
Bessemer Group
382
Bessemer Group
New Jersey
$66K -$2.29K -22 -3%
LC
383
Lindbrook Capital
California
$61.8K +$58.2K +560 +778%
WTC
384
WhitTier Trust Company
Nevada
$60.5K
EWA
385
EverSource Wealth Advisors
Alabama
$56.8K +$7.38K +71 +14%
SAM
386
Smartleaf Asset Management
Massachusetts
$55.8K +$2.18K +21 +4%
DAM
387
Delta Asset Management
Tennessee
$51.4K
FFA
388
Farther Finance Advisors
California
$50.9K -$1.14K -11 -2%
AT
389
Avalon Trust
New Mexico
$48.9K
BCWM
390
Bartlett & Co Wealth Management
Ohio
$48.9K
EB
391
Eastern Bank
Massachusetts
$44K
CI
392
CX Institutional
Indiana
$44K +$47K +452 New
IA
393
IFP Advisors
Florida
$43.4K +$1.46K +14 +3%
RIL
394
Rothschild Investment LLC
Illinois
$41K +$520 +5 +1%
DI
395
DAGCO Inc
Ohio
$34.2K +$36.4K +350 New
Federated Hermes
396
Federated Hermes
Pennsylvania
$33.2K +$20.8K +200 +144%
TFA
397
Toth Financial Advisory
Virginia
$32K
DWS
398
Dynamic Wealth Strategies
California
$29.6K +$31.5K +303 New
CAM
399
Clarity Asset Management
Iowa
$28.4K -$11.3K -109 -27%
VCM
400
Versant Capital Management
Arizona
$28.2K +$13.5K +130 +82%

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.