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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 %
MAM
426
Meeder Asset Management
Ohio
$10.4K +$6.65K +70 +175%
TPCW
427
TD Private Client Wealth
New York
$9.69K +$3.14K +33 +48%
BAM
428
Byrne Asset Management
New Jersey
$9.5K – – –
ATC
429
Adirondack Trust Company
New York
$8.26K – – –
WSFS
430
Wilmington Savings Fund Society
Delaware
$8.17K -$6.74K -71 -45%
LFG
431
Larson Financial Group
Missouri
$8.1K -$11.4K -120 -59%
PSFG
432
Park Square Financial Group
Georgia
$7.69K – – –
AssetMark Inc
433
AssetMark Inc
California
$7.31K +$190 +2 +3%
DWM
434
Dogwood Wealth Management
Kansas
$7.06K +$7.06K +75 New
FFL
435
Financial Freedom LLC
Ohio
$6.25K +$95 +1 +2%
BIA
436
Bell Investment Advisors
California
$6.18K – – –
TPWA
437
Twin Peaks Wealth Advisors
California
$5.66K +$5.66K +61 New
BTI
438
Blue Trust Inc
Georgia
$5.61K +$2.47K +26 +79%
GEA
439
Glen Eagle Advisors
New Jersey
$5.41K +$5.41K +57 New
SSG
440
Summit Securities Group
New York
$5.03K +$5.03K +53 New
AWM
441
Atticus Wealth Management
Florida
$4.75K – – –
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$4.66K – – –
SC
443
Swan Capital
Florida
$3.99K +$3.99K +42 New
NSIM
444
North Star Investment Management
Illinois
$3.8K +$3.8K +40 New
NC
445
NewSquare Capital
Pennsylvania
$3.52K +$3.52K +37 New
PTC
446
Private Trust Company
Ohio
$3.04K – – –
HFS
447
Hantz Financial Services
Michigan
$3K +$2.46K +27 +450%
GBT
448
Grove Bank & Trust
Florida
$2.95K +$950 +10 +48%
MCM
449
MV Capital Management
Maryland
$2.76K -$5.7K -60 -67%
CSB
450
City State Bank
Iowa
$2.76K – – –
16 17
18
19 20