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Federal Realty Investment Trust

504 hedge funds and large institutions have $9.34B invested in Federal Realty Investment Trust in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 196 increasing their positions, 144 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more call options, than puts

Call options by funds: $21.1M | Put options by funds: $6.14M

181% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 31

36% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 144

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

17% more capital invested

Capital invested by funds: $7.98B → $9.34B (+$1.36B)

12% more funds holding

Funds holding: 451504 (+53)

1.8% more ownership

Funds ownership: 95.32%97.12% (+1.8%)

Holders
504
Holders Change
+53
Holders Change %
+11.75%
% of All Funds
7.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
196
Reduced
144
Closed
31
Calls
$21.1M
Puts
$6.14M
Net Calls
+$14.9M
Net Calls Change
+$5.15M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
226
M&T Bank
New York
$1.12M +$16.6K +149 +2%
LIG
227
Lokken Investment Group
Delaware
$1.12M +$95.5K +856 +10%
SOAMC
228
Spirit of America Management Corp
New York
$1.12M
MM
229
MQS Management
New York
$1.09M +$139K +1,245 +15%
BCM
230
Bluefin Capital Management
New York
$1.07M +$1.04M +9,300 New
MOACM
231
Mutual of America Capital Management
New York
$1.06M -$16.9K -151 -2%
MGP
232
Metis Global Partners
California
$1.06M +$207K +1,856 +25%
Credit Agricole
233
Credit Agricole
France
$1M +$164K +1,473 +20%
Pathstone Holdings
234
Pathstone Holdings
New Jersey
$982K +$36.5K +327 +4%
IMRF
235
Illinois Municipal Retirement Fund
Illinois
$978K +$949K +8,503 New
TSMHT
236
Thurston Springer Miller Herd & Titak
Indiana
$972K +$111K +992 +13%
AIP
237
Ameritas Investment Partners
Nebraska
$910K
JIC
238
Joel Isaacson & Co
New York
$907K
Creative Planning
239
Creative Planning
Kansas
$895K +$137K +1,230 +19%
FPCP
240
Fort Point Capital Partners
California
$892K +$8.37K +75 +1%
FNFDCM
241
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$890K -$13.3K -119 -2%
Lido Advisors
242
Lido Advisors
California
$878K -$263K -2,357 -24%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$846K
BHBT
244
Burke & Herbert Bank & Trust
Virginia
$843K
PA
245
Promethium Advisors
Maryland
$841K +$817K +7,317 New
JWM
246
Jeppson Wealth Management
California
$812K
X
247
Xponance
Pennsylvania
$811K +$30.9K +277 +4%
NW
248
NewEdge Wealth
Pennsylvania
$766K +$2.23K +20 +0.3%
BEI
249
Benjamin Edwards Inc
Missouri
$747K +$725K +6,498 New
NB
250
Norinchukin Bank
Japan
$746K +$54.1K +485 +8%

FRT Hedge Fund Activity: Q3 2024 in Review

504 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2024, worth a combined $9.34B — up 17% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new FRT positions and 31 closed out — a net gain of 56 holders — while 196 added to existing stakes and 144 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $63.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $244M sold.

  • 504 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2024, up from 451 in Q2 2024.
  • Funds reported $9.34B of Federal Realty Investment Trust stock for Q3 2024, up 17% quarter-over-quarter.
  • 87 funds opened new Federal Realty Investment Trust positions in Q3 2024 and 31 closed out, a net change of +56 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2024 was Janus Henderson Group, an estimated $63.8M added.
  • The largest Federal Realty Investment Trust seller in Q3 2024 was Capital Research Global Investors, an estimated $244M sold.

Based on aggregated 13F filings for Q3 2024.