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Federal Realty Investment Trust

509 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, 193 increasing their positions, 165 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $4.38M

42% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 52

17% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 165

4% more funds holding

Funds holding: 490509 (+19)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $7.79B → $7.7B (-$84.8M)

7.84% less ownership

Funds ownership: 96.01%88.17% (-7.8%)

Holders
509
Holders Change
+19
Holders Change %
+3.88%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
74
Increased
193
Reduced
165
Closed
52
Calls
$22.6M
Puts
$4.38M
Net Calls
+$18.2M
Net Calls Change
+$6.12M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$4.37M +$689K +7,132 +20%
First Trust Advisors
127
First Trust Advisors
Illinois
$4.37M +$2.77M +28,683 +198%
UM
128
UniSuper Management
Australia
$4.28M +$86.2K +892 +2%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$4.13M -$91K -942 -2%
CAM
130
Cresset Asset Management
Illinois
$4.07M +$76K +786 +2%
Squarepoint
131
Squarepoint
New York
$4.06M -$3.03M -31,366 -44%
National Bank of Canada
132
National Bank of Canada
Quebec, Canada
$4.05M -$556K -5,756 -13%
LM
133
Lincluden Management
Ontario, Canada
$4.01M -$3.77M -39,034 -50%
IC
134
IEQ Capital
California
$4.01M +$2.31M +23,894 +153%
Daiwa Securities Group
135
Daiwa Securities Group
Japan
$3.96M +$107K +1,105 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
136
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.92M -$2.56M -26,500 -41%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$3.89M +$109K +1,126 +3%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$3.88M -$144K -1,486 -4%
TAM
139
Trillium Asset Management
Massachusetts
$3.84M -$30.7K -318 -0.8%
PFSRSONJ
140
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.84M +$510K +5,273 +16%
VAM
141
Vert Asset Management
California
$3.75M +$270K +2,795 +8%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$3.72M +$907K +9,386 +34%
Cerity Partners
143
Cerity Partners
New York
$3.71M +$2.33M +24,156 +193%
APWM
144
Argonautica Private Wealth Management
Massachusetts
$3.71M -$6.19K -64 -0.2%
KC
145
Kinloch Capital
Virginia
$3.66M +$59.2K +613 +2%
XWM
146
Xcel Wealth Management
Florida
$3.66M -$30.9K -320 -0.9%
ECM
147
ExodusPoint Capital Management
New York
$3.63M +$629K +6,504 +22%
HighTower Advisors
148
HighTower Advisors
Illinois
$3.32M +$15.6K +161 +0.5%
American Century Companies
149
American Century Companies
Missouri
$3.23M -$340K -3,520 -10%
Creative Planning
150
Creative Planning
Kansas
$3.2M +$2.07M +21,416 +210%

FRT Hedge Fund Activity: Q3 2025 in Review

509 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2025, worth a combined $7.7B — down 1.1% from $7.79B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new FRT positions and 52 closed out — a net gain of 22 holders — while 193 added to existing stakes and 165 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $62.4M. The largest seller was JP Morgan Chase, cutting an estimated $49.5M.

  • 509 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2025, up from 490 in Q2 2025.
  • Funds reported $7.7B of Federal Realty Investment Trust stock for Q3 2025, down 1.1% quarter-over-quarter.
  • 74 funds opened new Federal Realty Investment Trust positions in Q3 2025 and 52 closed out, a net change of +22 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2025 was AQR Capital Management, an estimated $62.4M added.
  • The largest Federal Realty Investment Trust seller in Q3 2025 was JP Morgan Chase, an estimated $49.5M sold.

Based on aggregated 13F filings for Q3 2025.