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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
Neuberger Berman Group
251
Neuberger Berman Group
New York
$477K +$77.3K +764 +20%
Schroder Investment Management Group
252
Schroder Investment Management Group
United Kingdom
$476K -$25.5M -252,557 -98%
CM
253
Capula Management
Cayman Islands
$472K +$467K +4,623 New
CGH
254
Crossmark Global Holdings
Texas
$469K +$11.6K +115 +3%
OIAM
255
OFI Invest Asset Management
France
$464K -$60.7K -600 -11%
GWP
256
Gen-Wealth Partners
Michigan
$441K +$437K +4,318 New
Credit Agricole
257
Credit Agricole
France
$440K +$241K +2,385 +115%
LSERS
258
Louisiana State Employees Retirement System
Louisiana
$439K -$10.1K -100 -2%
NEI
259
Northwest & Ethical Investments
Ontario, Canada
$430K -$7.18K -71 -2%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$423K +$43K +425 +11%
SAM
261
Securian Asset Management
Minnesota
$423K -$49.9K -493 -11%
GLA
262
Great Lakes Advisors
Illinois
$422K -$365K -3,614 -47%
Two Sigma Investments
263
Two Sigma Investments
New York
$420K -$1.02M -10,098 -71%
PFS
264
Prospera Financial Services
Texas
$408K -$104K -1,026 -20%
NC
265
NovaPoint Capital
Georgia
$405K -$77.8K -769 -16%
GXJ
266
Global X Japan
Japan
$403K
EGM
267
Engineers Gate Manager
New York
$398K -$560K -5,536 -59%
SI
268
Stephens Inc
Arkansas
$394K +$390K +3,861 New
LMIM
269
Lockheed Martin Investment Management
Maryland
$393K -$101K -1,000 -21%
NA
270
NewEdge Advisors
Louisiana
$387K -$48.5K -480 -11%
Verition Fund Management
271
Verition Fund Management
Connecticut
$386K +$76.1K +753 +25%
NMERB
272
New Mexico Educational Retirement Board
New Mexico
$383K -$10.1K -100 -3%
MMG
273
Monetary Management Group
Missouri
$383K
TRCT
274
Tower Research Capital (TRC)
New York
$378K -$1.08M -10,691 -74%
SSB
275
Sandy Spring Bank
Maryland
$369K -$26.4K -261 -7%

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.