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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
KWA
501
Kingswood Wealth Advisors
California
-$338K -3,022 Closed
Baird Financial Group
502
Baird Financial Group
Wisconsin
-$307K -2,743 Closed
MC
503
Machina Capital
France
-$304K -2,718 Closed
William Blair & Company
504
William Blair & Company
Illinois
-$300K -2,683 Closed
AWS
505
Atria Wealth Solutions
New York
-$294K -2,623 Closed
GS
506
GWN Securities
Florida
-$248K -2,325 Closed
SA
507
Sanctuary Advisors
Indiana
-$220K -2,027 Closed
CB
508
Cadence Bank
Mississippi
-$224K -2,000 Closed
DC
509
Diametric Capital
Massachusetts
-$223K -1,994 Closed
RCM
510
RB Capital Management
Nevada
-$219K -1,958 Closed
BBVA
511
Banco Bilbao Vizcaya Argentaria
Spain
-$216K -1,924 Closed
SSA
512
Schonfeld Strategic Advisors
New York
-$213K -1,902 Closed
AFM
513
Armstrong Fleming & Moore
District of Columbia
-$212K -1,890 Closed
TW
514
Trajan Wealth
Arizona
-$210K -1,873 Closed
CB
515
Commerce Bank
Missouri
-$208K -1,859 Closed
AWM
516
Avior Wealth Management
Nebraska
-$207K -1,851 Closed
BWM
517
Blossom Wealth Management
California
-$201K -1,795 Closed
HFM
518
Harvest Fund Management
China
-$191K -1,705 Closed
Capstone Investment Advisors
519
Capstone Investment Advisors
New York
-$187K -1,670 Closed
CAS
520
Coppell Advisory Solutions
Texas
-$170K -1,537 Closed
CPCPP
521
Canada Post Corporation Pension Plan
Canada
-$150K -1,338 Closed
YDMI
522
Y.D. More Investments
Israel
-$120K -1,071 Closed
HT
523
Headlands Technologies
Illinois
-$90.8K -811 Closed
VWM
524
Venturi Wealth Management
Texas
-$52.5K -469 Closed
RFS
525
Richardson Financial Services
Massachusetts
-$50.9K -459 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.