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Federal Realty Investment Trust

490 hedge funds and large institutions have $7.79B invested in Federal Realty Investment Trust in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 223 increasing their positions, 134 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $6.19M

66% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 134

29% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 56

2% more funds holding

Funds holding: 480490 (+10)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.45% less ownership

Funds ownership: 96.46%96.01% (-0.45%)

4% less capital invested

Capital invested by funds: $8.08B → $7.79B (-$295M)

Holders
490
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
72
Increased
223
Reduced
134
Closed
56
Calls
$18.3M
Puts
$6.19M
Net Calls
+$12.1M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.26B +$23.1M +244,854 +2%
BlackRock
2
BlackRock
New York
$762M -$66.9M -708,101 -8%
Norges Bank
3
Norges Bank
Norway
$691M +$2.63M +27,870 +0.4%
State Street
4
State Street
Massachusetts
$625M +$16.7M +176,613 +3%
RC
5
Resolution Capital
Australia
$310M +$32.5M +344,189 +12%
Invesco
6
Invesco
Georgia
$258M +$7.78M +82,312 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$206M +$4.18M +44,245 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$171M -$53.7M -568,219 -24%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$164M -$7.25M -76,705 -4%
ProShare Advisors
10
ProShare Advisors
Maryland
$162M +$7.57M +80,131 +5%
RIM
11
Rush Island Management
New York
$153M +$17.8M +188,116 +13%
Charles Schwab
12
Charles Schwab
California
$127M +$3.24M +34,283 +3%
Northern Trust
13
Northern Trust
Illinois
$120M -$2.02M -21,424 -2%
PI
14
PGGM Investments
Netherlands
$118M +$22.6M +238,679 +24%
CIM
15
Centersquare Investment Management
Pennsylvania
$118M +$3.07M +32,507 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$112M +$1.28M +13,580 +1%
Morgan Stanley
17
Morgan Stanley
New York
$94.2M +$6.31M +66,764 +7%
Wells Fargo
18
Wells Fargo
California
$89.3M +$2.27M +23,969 +3%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$76.9M +$10.5M +111,438 +16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$72.5M +$13.8M +145,853 +24%
Legal & General Group
21
Legal & General Group
United Kingdom
$72.2M +$2.22M +23,490 +3%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$67.4M +$3.45M +36,495 +5%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$61.4M -$9.1M -96,264 -13%
Goldman Sachs
24
Goldman Sachs
New York
$60.4M +$2.15M +22,759 +4%
VF
25
Vest Financial
Virginia
$53.6M +$5.16M +54,649 +11%

FRT Hedge Fund Activity: Q2 2025 in Review

490 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2025, worth a combined $7.79B — down 3.6% from $8.08B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new FRT positions and 56 closed out — a net gain of 16 holders — while 223 added to existing stakes and 134 trimmed.

The largest buyer was Woodline Partners, opening a new position worth an estimated $49.1M. The largest seller was Westwood Holdings Group, cutting an estimated $72.6M.

  • 490 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2025, up from 480 in Q1 2025.
  • Funds reported $7.79B of Federal Realty Investment Trust stock for Q2 2025, down 3.6% quarter-over-quarter.
  • 72 funds opened new Federal Realty Investment Trust positions in Q2 2025 and 56 closed out, a net change of +16 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2025 was Woodline Partners, an estimated $49.1M added.
  • The largest Federal Realty Investment Trust seller in Q2 2025 was Westwood Holdings Group, an estimated $72.6M sold.

Based on aggregated 13F filings for Q2 2025.