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Federal Realty Investment Trust

451 hedge funds and large institutions have $7.98B invested in Federal Realty Investment Trust in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $8.75M

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

15% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 151

0% more funds holding

Funds holding: 449451 (+2)

0.39% less ownership

Funds ownership: 95.71%95.32% (-0.39%)

2% less capital invested

Capital invested by funds: $8.12B → $7.98B (-$133M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
47
Increased
173
Reduced
151
Closed
36
Calls
$18.5M
Puts
$8.75M
Net Calls
+$9.78M
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
226
Susquehanna Fundamental Investments
Pennsylvania
$699K +$49.4K +489 +8%
X
227
Xponance
Pennsylvania
$685K -$4.74K -47 -0.7%
SPS
228
Susquehanna Portfolio Strategies
Pennsylvania
$680K -$2.42M -23,940 -78%
NW
229
NewEdge Wealth
Pennsylvania
$671K +$3.73K +37 +0.6%
Creative Planning
230
Creative Planning
Kansas
$662K -$23.1K -229 -3%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$659K +$30.6K +303 +5%
OPERF
232
Oregon Public Employees Retirement Fund
Oregon
$651K +$20.2K +200 +3%
IAA
233
Independent Advisor Alliance
North Carolina
$641K -$121K -1,199 -16%
OTL
234
Oak Thistle LLC
New York
$639K +$639K +6,327 New
EI
235
Ethic Inc
New York
$633K -$1.21K -12 -0.2%
MSRPS
236
Maryland State Retirement & Pension System
Maryland
$628K
PI
237
PFG Investments
New York
$625K +$12.5K +124 +2%
NB
238
Norinchukin Bank
Japan
$606K -$5.35K -53 -0.9%
TRSOTSOK
239
Teachers Retirement System of the State of Kentucky
Kentucky
$602K
CFD
240
Creative Financial Designs
Indiana
$587K +$48.7K +483 +9%
SW
241
SlateStone Wealth
Florida
$585K +$3.53K +35 +0.6%
MSU
242
Mizuho Securities USA
New York
$581K +$581K +5,754 New
RB
243
Rodgers Brothers
Pennsylvania
$573K
TRCT
244
Tower Research Capital (TRC)
New York
$568K +$195K +1,928 +52%
KRS
245
Kentucky Retirement Systems
Kentucky
$568K +$4.74K +47 +0.8%
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$567K -$24.8K -246 -4%
CWM
247
CIBC World Markets
New York
$562K -$2.2M -21,810 -80%
PS
248
Principal Securities
Iowa
$562K +$86.9K +861 +18%
BFM
249
Boothbay Fund Management
New York
$557K +$557K +5,520 New
PAS
250
Park Avenue Securities
New York
$555K +$7.17K +71 +1%

FRT Hedge Fund Activity: Q2 2024 in Review

451 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2024, worth a combined $7.98B — down 1.6% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FRT positions and 36 closed out — a net gain of 11 holders — while 173 added to existing stakes and 151 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $91.4M. The largest seller was UBS AM, cutting an estimated $64.5M.

  • 451 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $7.98B of Federal Realty Investment Trust stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 47 funds opened new Federal Realty Investment Trust positions in Q2 2024 and 36 closed out, a net change of +11 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2024 was Deutsche Bank, an estimated $91.4M added.
  • The largest Federal Realty Investment Trust seller in Q2 2024 was UBS AM, an estimated $64.5M sold.

Based on aggregated 13F filings for Q2 2024.