We are live on ! Find out more
FRT icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B -$1.33M -12,807 -0.1%
BlackRock
2
BlackRock
New York
$854M -$6.82M -65,632 -0.7%
Norges Bank
3
Norges Bank
Norway
$708M +$121K +1,160 +0%
State Street
4
State Street
Massachusetts
$626M +$11.6M +111,802 +2%
RC
5
Resolution Capital
Australia
$286M -$62.6M -602,691 -17%
Invesco
6
Invesco
Georgia
$257M -$43.9M -422,843 -14%
JP Morgan Chase
7
JP Morgan Chase
New York
$232M -$233M -2,237,903 -49%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$207M +$9.29M +89,408 +4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$176M -$15.4M -148,398 -8%
ProShare Advisors
10
ProShare Advisors
Maryland
$159M -$5.42M -52,192 -3%
RIM
11
Rush Island Management
New York
$139M +$23.8M +228,886 +19%
Charles Schwab
12
Charles Schwab
California
$127M +$1.83M +17,634 +1%
Northern Trust
13
Northern Trust
Illinois
$125M +$4.67M +44,935 +4%
CIM
14
Centersquare Investment Management
Pennsylvania
$118M +$17.6M +169,025 +16%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$114M +$355K +3,419 +0.3%
PI
16
PGGM Investments
Netherlands
$98.5M +$103M +995,102 +8,607%
WHG
17
Westwood Holdings Group
Texas
$97.3M +$7.86M +75,612 +8%
Morgan Stanley
18
Morgan Stanley
New York
$90.5M +$8.18M +78,696 +9%
Wells Fargo
19
Wells Fargo
California
$89.6M +$1.07M +10,284 +1%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$72.6M +$42.9M +412,843 +124%
Legal & General Group
21
Legal & General Group
United Kingdom
$72.1M +$4.86M +46,745 +7%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$71.9M +$31.7M +305,567 +71%
UBS AM
23
UBS AM
Illinois
$68.5M +$2.72M +26,200 +4%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$68.3M +$29.1M +280,050 +67%
CIMLRA
25
CBRE Investment Management Listed Real Assets
Pennsylvania
$67.9M -$12.3M -118,252 -15%

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.