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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
PA
451
PSI Advisors
Florida
$2.05K
GBT
452
Grove Bank & Trust
Florida
$2.05K
SIS
453
Sound Income Strategies
Florida
$1.96K
FCMT
454
Founders Capital Management (Texas)
Texas
$1.96K
KA
455
Kozak & Associates
Colorado
$1.48K
SS
456
Sunbelt Securities
Texas
$1.41K
LI
457
LRI Investments
Florida
$1.17K
DF
458
Dunhill Financial
United Kingdom
$1.1K
C
459
Covestor
United Kingdom
$1K
HFS
460
Hantz Financial Services
Michigan
$1K
LWMI
461
Legacy Wealth Management (Idaho)
Idaho
$979
CA
462
Continuum Advisory
Idaho
$978
TFM
463
TFC Financial Management
Massachusetts
$881
RI
464
Ridgewood Investments
New Jersey
$783
PWAM
465
Private Wealth Asset Management
Iowa
$783
RWM
466
Rialto Wealth Management
New York
$490
SC
467
SouthState Corp
Florida
$490
SFG
468
Stonebridge Financial Group
Pennsylvania
$489
RA
469
Rise Advisors
New York
$489
OCM
470
Osterweis Capital Management
California
$489
PWA
471
Principia Wealth Advisory
Texas
$362
TCM
472
Tradewinds Capital Management
Washington
$294
CT
473
Colonial Trust
South Carolina
$194
LB
474
Legacy Bridge
Iowa
$155
Norges Bank
475
Norges Bank
Norway