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Federal Realty Investment Trust

507 hedge funds and large institutions have $7.7B invested in Federal Realty Investment Trust in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 165 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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
$22.6M
Puts
$4.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
476
Founders Capital Management (Texas)
Texas
$2.03K
SIS
477
Sound Income Strategies
Florida
$1.94K
HHMI
478
Howard Hughes Medical Institute
Maryland
$1.62K
PWA
479
Physician Wealth Advisors
Utah
$1.62K
KA
480
Kozak & Associates
Colorado
$1.59K
WWA
481
Wealth Watch Advisors
Colorado
$1.42K
TPBG
482
Turning Point Benefit Group
Maryland
$1.29K
LWMI
483
Legacy Wealth Management (Idaho)
Idaho
$1.01K
SC
484
SouthState Corp
Florida
$1.01K
PAM
485
Palisade Asset Management
Minnesota
$1.01K
C
486
Covestor
United Kingdom
$1K
AW
487
Avion Wealth
Texas
$1K
TFM
488
TFC Financial Management
Massachusetts
$811
PWA
489
Principia Wealth Advisory
Texas
$810
CT
490
Clearstead Trust
Maine
$710
DF
491
Dunhill Financial
United Kingdom
$599
RA
492
Rise Advisors
New York
$507
CWP
493
Clark Wealth Partners
Illinois
$403
CJ
494
Caitlin John
Michigan
$356
SFCL
495
Strengthening Families & Communities LLC
Massachusetts
$307
TCM
496
Tradewinds Capital Management
Washington
$304
QWM
497
Quaker Wealth Management
New Jersey
$304
TIM
498
Tortoise Investment Management
New York
$304
HI
499
Harbour Investments
Wisconsin
$203
ACA
500
American Capital Advisory
Idaho
$203