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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
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$1.26M -$1.15M -11,099 -46%
SPC
202
Sigma Planning Corp
Michigan
$1.25M +$46.2K +445 +4%
KNW
203
Kesler Norman & Wride
Utah
$1.25M +$75.6K +728 +6%
PCM
204
Prelude Capital Management
New York
$1.22M -$276K -2,652 -18%
FRM
205
Fox Run Management
Connecticut
$1.2M +$1.27M +12,257 New
LIG
206
Lokken Investment Group
Delaware
$1.18M +$193K +1,855 +18%
EGM
207
Engineers Gate Manager
New York
$1.17M +$1.25M +12,005 New
IMRF
208
Illinois Municipal Retirement Fund
Illinois
$1.16M
MGP
209
Metis Global Partners
California
$1.12M +$143K +1,375 +14%
Teacher Retirement System of Texas
210
Teacher Retirement System of Texas
Texas
$1.12M -$774K -7,449 -39%
AC
211
Allstate Corporation
Illinois
$1.1M +$1.16M +11,202 New
NAM
212
Nissay Asset Management
Japan
$1.08M +$27.4K +264 +2%
VU
213
Vanderbilt University
Tennessee
$1.08M +$685K +6,588 +149%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$1.07M -$19K -183 -2%
CCIA
215
Campbell & Co Investment Adviser
Maryland
$1.07M -$812K -7,812 -42%
SG Americas Securities
216
SG Americas Securities
New York
$1.06M +$847K +8,156 +302%
Wolverine Trading
217
Wolverine Trading
Illinois
$1.06M +$1.14M +10,931 New
NRD
218
Nebula Research & Development
New York
$1.05M +$1.12M +10,771 New
Allspring Global Investments
219
Allspring Global Investments
North Carolina
$1.02M +$3.95K +38 +0.4%
FFP
220
FourThought Financial Partners
Florida
$1.02M -$44.2K -425 -4%
VA
221
Vident Advisory
Georgia
$982K -$483K -4,652 -32%
SF
222
Summit Financial
New Jersey
$978K -$6.65K -64 -0.6%
CC
223
Centiva Capital
New York
$971K -$293K -2,820 -22%
MML Investors Services
224
MML Investors Services
Massachusetts
$950K -$766K -7,376 -43%
SOAMC
225
Spirit of America Management Corp
New York
$949K

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.