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Federal Realty Investment Trust

449 hedge funds and large institutions have $8.12B invested in Federal Realty Investment Trust in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 159 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $7.02M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 159

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

0% less capital invested

Capital invested by funds: $8.12B → $8.12B (-$7.4M)

0% less funds holding

Funds holding: 451449 (-2)

0.79% less ownership

Funds ownership: 96.51%95.71% (-0.79%)

Holders
449
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
44
Increased
171
Reduced
159
Closed
44
Calls
$17.1M
Puts
$7.02M
Net Calls
+$10.1M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
226
Norinchukin Bank
Japan
$619K -$7.58K -75 -1%
TRSOTSOK
227
Teachers Retirement System of the State of Kentucky
Kentucky
$609K -$33.8K -334 -5%
ET
228
Entropy Technologies
New York
$602K +$597K +5,899 New
MSRPS
229
Maryland State Retirement & Pension System
Maryland
$602K
A
230
AlphaQuest
New York
$602K -$536K -5,302 -47%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$599K -$71.7K -709 -11%
B
232
Bailard
California
$594K -$9.71K -96 -2%
SW
233
SlateStone Wealth
Florida
$588K +$582K +5,760 New
RB
234
Rodgers Brothers
Pennsylvania
$580K -$20.2K -200 -3%
DEA
235
DoubleLine ETF Adviser
Florida
$572K +$53.5K +529 +10%
KRS
236
Kentucky Retirement Systems
Kentucky
$570K -$30.2K -299 -5%
PAS
237
Park Avenue Securities
New York
$554K +$49.9K +493 +10%
CFD
238
Creative Financial Designs
Indiana
$544K +$333K +3,293 +162%
CAG
239
Csenge Advisory Group
Florida
$539K -$708 -7 -0.1%
BS
240
Banco Santander
Spain
$538K +$533K +5,267 New
MLICM
241
Metropolitan Life Insurance Company (MetLife)
New York
$534K -$809 -8 -0.2%
VPIM
242
Vanguard Personalized Indexing Management
California
$527K +$64K +633 +14%
VU
243
Vanderbilt University
Tennessee
$523K +$518K +5,123 New
RWM
244
Revisor Wealth Management
Ohio
$508K +$261K +2,577 +108%
Pacer Advisors
245
Pacer Advisors
Pennsylvania
$508K +$13.6K +134 +3%
PI
246
PEAK6 Investments
Illinois
$491K -$104K -1,029 -18%
HIMCH
247
Hartford Investment Management Co (HIMCO)
Connecticut
$481K -$23.3K -230 -5%
PS
248
Principal Securities
Iowa
$480K +$45.9K +454 +11%
CA
249
Cetera Advisors
Colorado
$478K +$173K +1,713 +58%
WAAG
250
Wealth Alliance Advisory Group
Kansas
$478K +$9.91K +98 +2%

FRT Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2024, worth a combined $8.12B — down 0.09% from $8.12B a quarter earlier.

Fund positioning in FRT was balanced in Q1 2024: 44 funds opened new positions, 44 closed out, 171 added to existing stakes and 159 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $95.7M. The largest seller was Citadel Advisors, cutting an estimated $113M.

  • 449 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2024, down from 451 in Q4 2023.
  • Funds reported $8.12B of Federal Realty Investment Trust stock for Q1 2024, down 0.09% quarter-over-quarter.
  • 44 funds opened new Federal Realty Investment Trust positions in Q1 2024 and 44 closed out, a net change of 0 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $95.7M added.
  • The largest Federal Realty Investment Trust seller in Q1 2024 was Citadel Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2024.