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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
BIG
401
Brooklyn Investment Group
New York
$26.6K +$520 +5 +2%
AIM
402
Anchor Investment Management
South Carolina
$26.4K
HI
403
Harbour Investments
Wisconsin
$26.1K -$312 -3 -1%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$24.2K -$831 -8 -3%
MA
405
Montag & Associates
Georgia
$23.5K
SIM
406
Sentry Investment Management
Wisconsin
$23K -$1.46K -14 -5%
PA
407
Parallel Advisors
California
$21.5K -$8.83K -85 -28%
LFG
408
Larson Financial Group
Missouri
$20.1K -$2.49K -24 -10%
CA
409
Clearstead Advisors
Ohio
$20K +$416 +4 +2%
Cohen & Steers
410
Cohen & Steers
New York
$19K +$520 +5 +3%
HNB
411
Huntington National Bank
Ohio
$18.8K +$5.92K +57 +42%
BBHC
412
Brown Brothers Harriman & Co
New York
$18.8K -$52K -500 -72%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$18.8K +$5.4K +52 +37%
CH
414
Cromwell Holdings
Wyoming
$15.5K
WSFS
415
Wilmington Savings Fund Society
Delaware
$15.4K -$520 -5 -3%
ST
416
Smithfield Trust
Pennsylvania
$15K
QC
417
Quent Capital
New York
$14.6K
CIBC Private Wealth Group
418
CIBC Private Wealth Group
Georgia
$14.3K -$5.3K -51 -23%
BFPW
419
BOK Financial Private Wealth
Colorado
$14.3K +$14.7K +141 +2,820%
T
420
TOBAM
France
$14K -$7.17K -69 -32%
CA
421
CoreCap Advisors
Michigan
$12.6K
CIAM
422
Caitong International Asset Management
Hong Kong
$12.5K +$7.69K +74 +137%
PK
423
Pflug Koory
Nebraska
$11.3K +$1.66K +16 +16%
AP
424
Aspect Partners
Virginia
$11.1K
BAM
425
Byrne Asset Management
New Jersey
$9.78K

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.