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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
6.47%
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 %
TFA
401
Toth Financial Advisory
Virginia
$31.5K +$475 +5 +2%
HNB
402
Hilltop National Bank
Wyoming
$28.5K +$28.5K +300 New
VCM
403
Versant Capital Management
Arizona
$28.4K +$1.05K +11 +4%
CAM
404
Clarity Asset Management
Iowa
$27.9K +$285 +3 +1%
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$27.5K +$9.31K +98 +51%
HI
406
Harbour Investments
Wisconsin
$25.7K +$285 +3 +1%
AIM
407
Anchor Investment Management
South Carolina
$25.6K – – –
BBHC
408
Brown Brothers Harriman & Co
New York
$24.9K +$6.65K +70 +36%
PFBT
409
Parkside Financial Bank & Trust
Missouri
$24.1K +$665 +7 +3%
SIM
410
Sentry Investment Management
Wisconsin
$24K – – –
MA
411
Montag & Associates
Georgia
$22.8K – – –
AAP
412
Arax Advisory Partners
Colorado
$22.6K +$13.4K +141 +145%
MSE
413
MUFG Securities EMEA
United Kingdom
$21.6K +$21.6K +227 New
PS
414
Principal Securities
Iowa
$20.6K -$503K -5,294 -96%
Cohen & Steers
415
Cohen & Steers
New York
$19K – – –
OL
416
OneFund LLC
Florida
$18K +$18K +194 New
CH
417
Cromwell Holdings
Wyoming
$17.7K +$2.66K +28 +18%
DWS
418
Dynamic Wealth Strategies
California
$14.8K -$14K -147 -49%
UB
419
UMB Bank
Missouri
$14.3K +$6.93K +73 +94%
ST
420
Smithfield Trust
Pennsylvania
$14K – – –
ZBNA
421
Zions Bancorporation, National Association
Utah
$12.5K +$9.4K +99 +300%
CA
422
CoreCap Advisors
Michigan
$12.3K – – –
PK
423
Pflug Koory
Nebraska
$12.1K +$1.05K +11 +9%
CIAM
424
Caitong International Asset Management
Hong Kong
$12K -$190 -2 -2%
GKIM
425
GW&K Investment Management
Massachusetts
$11K +$2.73K +29 +33%
15 16
17
18 19