We are live on ! Find out more
FRT icon

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
VPIM
251
Vanguard Personalized Indexing Management
California
$535K +$14.4K +143 +3%
Pacer Advisors
252
Pacer Advisors
Pennsylvania
$527K +$24.6K +244 +5%
BFEC
253
Benjamin F. Edwards & Company
Missouri
$520K +$497K +4,928 +2,190%
JFG
254
Jefferies Financial Group
New York
$516K -$827K -8,197 -62%
CAG
255
Csenge Advisory Group
Florida
$504K -$28.7K -284 -5%
GWP
256
Gen-Wealth Partners
Michigan
$486K +$50.2K +497 +12%
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$481K +$5.25K +52 +1%
OIAM
258
OFI Invest Asset Management
France
$463K
WAAG
259
Wealth Alliance Advisory Group
Kansas
$461K -$11.2K -111 -2%
SPA
260
Sherbrooke Park Advisers
New York
$453K +$453K +4,486 New
LSERS
261
Louisiana State Employees Retirement System
Louisiana
$424K -$10.1K -100 -2%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$422K +$3.43K +34 +0.8%
SAM
263
Securian Asset Management
Minnesota
$418K
GXJ
264
Global X Japan
Japan
$416K +$30.1K +298 +8%
PFS
265
Prospera Financial Services
Texas
$407K +$4.34K +43 +1%
SI
266
Stephens Inc
Arkansas
$401K +$11.6K +115 +3%
NC
267
NovaPoint Capital
Georgia
$390K -$9.79K -97 -2%
BCM
268
Bayesian Capital Management
New York
$388K +$388K +3,847 New
NA
269
NewEdge Advisors
Louisiana
$386K +$2.83K +28 +0.7%
NEI
270
Northwest & Ethical Investments
Ontario, Canada
$384K -$40.9K -405 -10%
NMERB
271
New Mexico Educational Retirement Board
New Mexico
$379K
MMG
272
Monetary Management Group
Missouri
$379K
TC
273
TwinBeech Capital
New York
$376K +$375K +3,720 New
Corient Private Wealth
274
Corient Private Wealth
Florida
$375K +$23.9K +237 +7%
MIM
275
Morningstar Investment Management
Illinois
$371K +$41.6K +412 +13%

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.