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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
Holders
476
Holders Change
-10
Holders Change %
-2.06%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
60
Increased
189
Reduced
157
Closed
62
Calls
$15.4M
Puts
$17.4M
Net Calls
-$2.06M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Shares
Change %
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 -$18.4K -188 -70%
BC
429
Bayforest Capital
United Kingdom
$7.92K +$7.92K +81 New
CTWM
430
Cherry Tree Wealth Management
Minnesota
$7.83K +$7.83K +80 New
UB
431
UMB Bank
Missouri
$7.63K +$4.6K +47 +152%
AssetMark Inc
432
AssetMark Inc
California
$7.34K -$7.04K -72 -49%
SWM
433
Spire Wealth Management
Virginia
$7.04K -$3.23K -33 -31%
TPCW
434
TD Private Client Wealth
New York
$6.75K -$1.66K -17 -20%
BIA
435
Bell Investment Advisors
California
$6.36K -$489 -5 -7%
FFL
436
Financial Freedom LLC
Ohio
$6.36K +$98 +1 +2%
GWM
437
Geneos Wealth Management
Colorado
$5.28K +$587 +2 +13%
MSWM
438
Mowery & Schoenfeld Wealth Management
Illinois
$5.09K -$6.95K -71 -58%
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 +$2.64K +27 +142%
CAWM
442
Capital A Wealth Management
Pennsylvania
$4.11K -$1.17K -12 -22%
MAM
443
Meeder Asset Management
Ohio
$3.91K +$3.91K +40 New
BTI
444
Blue Trust Inc
Georgia
$3.23K
ZBNA
445
Zions Bancorporation, National Association
Utah
$3.23K +$3.23K +33 New
PTC
446
Private Trust Company
Ohio
$3.13K
SO
447
Sierra Ocean
California
$3.03K
VNA
448
Valley National Advisers
Pennsylvania
$3K -$2.52K -26 -46%
AF
449
Advisornet Financial
Minnesota
$2.94K +$391 +4 +15%
CSB
450
City State Bank
Iowa
$2.84K