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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
TCM
476
Tradewinds Capital Management
Washington
$294
CT
477
Colonial Trust
South Carolina
$194 -$4.16K -40 -95%
LB
478
Legacy Bridge
Iowa
$155 +$208 +2 New
CCMG
479
Clark Capital Management Group
Pennsylvania
-$70.8M -632,589 Closed
Alyeska Investment Group
480
Alyeska Investment Group
Illinois
-$40.6M -363,026 Closed
GC
481
Gillson Capital
Illinois
-$30.9M -276,397 Closed
Los Angeles Capital Management
482
Los Angeles Capital Management
California
-$3.15M -28,170 Closed
I
483
InceptionR
California
-$2.39M -21,317 Closed
Capital Fund Management (CFM)
484
Capital Fund Management (CFM)
France
-$1.86M -16,590 Closed
O
485
Ossiam
France
-$1.72M -15,371 Closed
JF
486
Jump Financial
Illinois
-$1.43M -12,800 Closed
MWM
487
Meridian Wealth Management
Kentucky
-$1.29M -11,500 Closed
FCM
488
Fieldview Capital Management
Michigan
-$813K -7,260 Closed
MIM
489
Morningstar Investment Management
Illinois
-$662K -5,910 Closed
KRS
490
Kentucky Retirement Systems
Kentucky
-$579K -5,170 Closed
PI
491
PFG Investments
New York
-$565K -5,043 Closed
PAS
492
Park Avenue Securities
New York
-$533K -4,758 Closed
AIA
493
AssuredPartners Investment Advisors
Florida
-$511K -4,563 Closed
CW
494
Code Waechter
Florida
-$509K -4,549 Closed
CIM
495
Contravisory Investment Management
Massachusetts
-$488K -4,359 Closed
SICM
496
Sustainable Insight Capital Management
New York
-$451K -4,026 Closed
ICA
497
Infrastructure Capital Advisors
New York
-$410K -3,697 Closed
TSS
498
Two Sigma Securities
New York
-$397K -3,543 Closed
CAG
499
Csenge Advisory Group
Florida
-$395K -3,527 Closed
GLA
500
Great Lakes Advisors
Illinois
-$348K -3,113 Closed

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.