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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
Marshall Wace
51
Marshall Wace
United Kingdom
$18.7M -$4.22M -40,640 -18%
LIP
52
Lighthouse Investment Partners
Florida
$17.8M -$831K -8,000 -4%
Mitsubishi UFJ Asset Management
53
Mitsubishi UFJ Asset Management
Japan
$17.7M +$2.31M +22,270 +14%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$16.7M +$2.72M +26,174 +18%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$16.5M -$4.9M -47,181 -22%
Allianz Asset Management
56
Allianz Asset Management
Germany
$16.4M +$1.32M +12,681 +8%
Nordea Investment Management
57
Nordea Investment Management
Sweden
$15.3M +$1.59M +15,330 +11%
Principal Financial Group
58
Principal Financial Group
Iowa
$15.2M +$95.3K +917 +0.6%
Citigroup
59
Citigroup
New York
$15M -$3.5M -33,646 -18%
Asset Management One
60
Asset Management One
Japan
$14.8M +$3.32M +31,919 +27%
Bank of Nova Scotia
61
Bank of Nova Scotia
Ontario, Canada
$14.6M -$474K -4,562 -3%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$14.6M -$2.93M -28,196 -16%
Swiss National Bank
63
Swiss National Bank
Switzerland
$14.5M
Ameriprise
64
Ameriprise
Minnesota
$14.5M +$7.32M +70,450 +71%
VLKIM
65
Van Lanschot Kempen Investment Management
Netherlands
$13.8M -$570K -5,487 -4%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.2M -$294K -2,825 -2%
Raymond James Financial
67
Raymond James Financial
Florida
$13.1M -$2M -19,244 -13%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$12.8M +$620K +5,964 +5%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$12.3M +$5.22M +50,195 +66%
MMA
70
Mizuho Markets Americas
New York
$12.2M -$4.52M -43,462 -26%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$12.2M +$911K +8,772 +8%
AQR Capital Management
72
AQR Capital Management
Connecticut
$11.8M +$1.73M +16,633 +16%
SCM
73
Sophron Capital Management
New Jersey
$11.8M +$5.96M +57,321 +91%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$11M +$469K +4,516 +4%
Renaissance Technologies
75
Renaissance Technologies
New York
$10.9M -$5.45M -52,414 -32%

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.