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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
AAP
426
Arax Advisory Partners
Colorado
$9.58K -$5.51K -53 -35%
GKIM
427
GW&K Investment Management
Massachusetts
$9K -$520 -5 -5%
MCM
428
MV Capital Management
Maryland
$8.71K
LSA
429
Leonteq Securities AG
Switzerland
$8.51K +$3.64K +35 +67%
ATC
430
Adirondack Trust Company
New York
$8.51K
PSFG
431
Park Square Financial Group
Georgia
$7.92K -$19.5K -188 -70%
BC
432
Bayforest Capital
United Kingdom
$7.92K +$8.42K +81 New
CTWM
433
Cherry Tree Wealth Management
Minnesota
$7.83K +$8.31K +80 New
UB
434
UMB Bank
Missouri
$7.63K +$4.88K +47 +152%
AssetMark Inc
435
AssetMark Inc
California
$7.34K -$7.48K -72 -49%
SWM
436
Spire Wealth Management
Virginia
$7.04K -$3.43K -33 -31%
TPCW
437
TD Private Client Wealth
New York
$6.75K -$1.77K -17 -20%
BIA
438
Bell Investment Advisors
California
$6.36K -$520 -5 -7%
FFL
439
Financial Freedom LLC
Ohio
$6.36K +$104 +1 +2%
GWM
440
Geneos Wealth Management
Colorado
$5.28K +$208 +2 +13%
MSWM
441
Mowery & Schoenfeld Wealth Management
Illinois
$5.09K -$7.38K -71 -58%
AWM
442
Atticus Wealth Management
Florida
$4.89K
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$4.79K
MCM
444
Manchester Capital Management
Vermont
$4.5K +$2.81K +27 +142%
CAWM
445
Capital A Wealth Management
Pennsylvania
$4.11K -$1.25K -12 -22%
MAM
446
Meeder Asset Management
Ohio
$3.91K +$4.16K +40 New
BTI
447
Blue Trust Inc
Georgia
$3.23K
ZBNA
448
Zions Bancorporation, National Association
Utah
$3.23K +$3.43K +33 New
PTC
449
Private Trust Company
Ohio
$3.13K
SO
450
Sierra Ocean
California
$3.03K

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.