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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
VNA
451
Valley National Advisers
Pennsylvania
$3K -$2.7K -26 -46%
AF
452
Advisornet Financial
Minnesota
$2.94K +$416 +4 +15%
CSB
453
City State Bank
Iowa
$2.84K
GBT
454
Grove Bank & Trust
Florida
$2.05K
PA
455
PSI Advisors
Florida
$2.05K
SIS
456
Sound Income Strategies
Florida
$1.96K
FCMT
457
Founders Capital Management (Texas)
Texas
$1.96K +$2.08K +20 New
KA
458
Kozak & Associates
Colorado
$1.48K
SS
459
Sunbelt Securities
Texas
$1.41K -$171K -1,648 -99%
LI
460
LRI Investments
Florida
$1.17K
DF
461
Dunhill Financial
United Kingdom
$1.1K -$416 -4 -27%
C
462
Covestor
United Kingdom
$1K -$1.66K -16 -67%
HFS
463
Hantz Financial Services
Michigan
$1K +$623 +6 New
LWMI
464
Legacy Wealth Management (Idaho)
Idaho
$979
CA
465
Continuum Advisory
Idaho
$978 -$727 -7 -41%
TFM
466
TFC Financial Management
Massachusetts
$881
RI
467
Ridgewood Investments
New Jersey
$783
PWAM
468
Private Wealth Asset Management
Iowa
$783 +$831 +8 New
RWM
469
Rialto Wealth Management
New York
$490 +$520 +5 New
SC
470
SouthState Corp
Florida
$490 +$520 +5 New
SFGP
471
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$489
OCM
472
Osterweis Capital Management
California
$489 +$520 +5 New
RA
473
Rise Advisors
New York
$489 +$520 +5 New
CWP
474
Clark Wealth Partners
Illinois
$391
PWA
475
Principia Wealth Advisory
Texas
$362 +$416 +4 New

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.