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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 %
MCM
451
Manchester Capital Management
Vermont
$2.57K -$1.81K -19 -41%
AF
452
Advisornet Financial
Minnesota
$2.47K -$380 -4 -13%
VNA
453
Valley National Advisers
Pennsylvania
$2K – – –
SIS
454
Sound Income Strategies
Florida
$1.9K – – –
FCMT
455
Founders Capital Management (Texas)
Texas
$1.9K – – –
GWM
456
Geneos Wealth Management
Colorado
$1.71K – – –
AWM
457
Activest Wealth Management
Florida
$1.62K +$1.62K +17 New
KA
458
Kozak & Associates
Colorado
$1.53K – – –
HHMI
459
Howard Hughes Medical Institute
Maryland
$1.52K +$1.52K +16 New
YP
460
YANKCOM Partnership
South Dakota
$1.14K +$1.14K +12 New
C
461
Covestor
United Kingdom
$1K -$143 -1 -13%
AW
462
Avion Wealth
Texas
$1K +$455 +5 +83%
LWMI
463
Legacy Wealth Management (Idaho)
Idaho
$950 – – –
RA
464
Rise Advisors
New York
$950 +$475 +5 +100%
LIS
465
Legacy Investment Solutions
Idaho
$950 +$950 +10 New
TFM
466
TFC Financial Management
Massachusetts
$760 -$95 -1 -11%
RI
467
Ridgewood Investments
New Jersey
$760 – – –
PWA
468
Principia Wealth Advisory
Texas
$760 +$380 +4 +100%
CT
469
Clearstead Trust
Maine
$665 +$665 +7 New
TWD
470
True Wealth Design
Ohio
$665 +$665 +7 New
DF
471
Dunhill Financial
United Kingdom
$592 -$493 -5 -45%
RWM
472
Rialto Wealth Management
New York
$570 +$95 +1 +20%
KIM
473
Kestra Investment Management
Texas
$570 +$570 +6 New
SC
474
SouthState Corp
Florida
$475 – – –
TCM
475
Tradewinds Capital Management
Washington
$285 – – –
17 18
19
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