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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$65.9M +$9.56M +92,048 +16%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$60.4M -$1.73M -16,625 -3%
Goldman Sachs
28
Goldman Sachs
New York
$59.9M +$19.2M +184,557 +43%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$54.6M -$3.43M -33,036 -6%
N
30
Nuveen
North Carolina
$52M -$15.7M -151,347 -22%
VF
31
Vest Financial
Virginia
$49.8M +$1.18M +11,311 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$46.3M +$1.38M +13,323 +3%
Deutsche Bank
33
Deutsche Bank
Germany
$45.6M -$91.5M -880,642 -65%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$45.3M +$13.4M +128,665 +38%
Nomura Asset Management
35
Nomura Asset Management
Japan
$45.1M +$1.45M +13,913 +3%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$41.1M +$10.3M +98,900 +31%
AAMU
37
APG Asset Management US
New York
$37.1M +$20.9M +201,390 +111%
Victory Capital Management
38
Victory Capital Management
Texas
$35.3M +$3.45M +33,239 +10%
SEI Investments
39
SEI Investments
Pennsylvania
$34.9M -$6.5M -62,603 -15%
Barclays
40
Barclays
United Kingdom
$34.7M +$9.78M +94,144 +36%
UBS Group
41
UBS Group
Switzerland
$34.1M -$2.11M -20,299 -6%
SO
42
STRS Ohio
Ohio
$32.2M -$4.66M -44,820 -12%
Bank of America
43
Bank of America
North Carolina
$31.5M +$12.2M +117,771 +58%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$30M -$23.1M -222,396 -42%
Amundi
45
Amundi
France
$24.5M +$4.38M +42,168 +19%
Millennium Management
46
Millennium Management
New York
$22.1M +$8.76M +84,308 +59%
CRC
47
Curi RMB Capital
Illinois
$21.2M +$8.09M +77,905 +56%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$21M +$6.83M +65,712 +44%
RAM
49
RWC Asset Management
United Kingdom
$20.4M -$983K -9,456 -4%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$19.2M -$2.01M -19,346 -9%

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.