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Federal Realty Investment Trust

476 hedge funds and large institutions have $7.38B invested in Federal Realty Investment Trust in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 189 increasing their positions, 157 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

12.18% less ownership

Funds ownership: 100.18%88% (-12%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less capital invested

Capital invested by funds: $9.52B → $7.38B (-$2.15B)

Holders
476
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.4M
Puts
$17.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
426
MV Capital Management
Maryland
$8.71K
ATC
427
Adirondack Trust Company
New York
$8.51K
PSFG
428
Park Square Financial Group
Georgia
$7.92K
BC
429
Bayforest Capital
United Kingdom
$7.92K
CTWM
430
Cherry Tree Wealth Management
Minnesota
$7.83K
UB
431
UMB Bank
Missouri
$7.63K
AssetMark Inc
432
AssetMark Inc
California
$7.34K
SWM
433
Spire Wealth Management
Virginia
$7.04K
TPCW
434
TD Private Client Wealth
New York
$6.75K
BIA
435
Bell Investment Advisors
California
$6.36K
FFL
436
Financial Freedom LLC
Ohio
$6.36K
GWM
437
Geneos Wealth Management
Colorado
$5.28K
MSWM
438
Mowery & Schoenfeld Wealth Management
Illinois
$5.09K
AWM
439
Atticus Wealth Management
Florida
$4.89K
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$4.79K
MCM
441
Manchester Capital Management
Vermont
$4.5K
CAWM
442
Capital A Wealth Management
Pennsylvania
$4.11K
MAM
443
Meeder Asset Management
Ohio
$3.91K
BTI
444
Blue Trust Inc
Georgia
$3.23K
ZBNA
445
Zions Bancorporation, National Association
Utah
$3.23K
PTC
446
Private Trust Company
Ohio
$3.13K
SO
447
Sierra Ocean
California
$3.03K
VNA
448
Valley National Advisers
Pennsylvania
$3K
AF
449
Advisornet Financial
Minnesota
$2.94K
CSB
450
City State Bank
Iowa
$2.84K