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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
OPERF
251
Oregon Public Employees Retirement Fund
Oregon
$741K
GCP
252
GSA Capital Partners
United Kingdom
$740K -$752K -6,739 -51%
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$731K +$82.4K +738 +13%
I
254
InceptionR
California
$727K +$712K +6,382 New
CFD
255
Creative Financial Designs
Indiana
$717K +$47.5K +426 +7%
PI
256
PFG Investments
New York
$717K +$5.69K +51 +0.8%
IAA
257
Independent Advisor Alliance
North Carolina
$707K -$22K -197 -3%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$682K -$65.5K -587 -9%
SW
259
SlateStone Wealth
Florida
$666K
VPIM
260
Vanguard Personalized Indexing Management
California
$650K +$39.6K +355 +7%
JCM
261
Janney Capital Management
Pennsylvania
$650K -$1.93M -17,310 -75%
EI
262
Ethic Inc
New York
$641K +$1.34K +12 +0.2%
QT
263
Quantbot Technologies
New York
$638K +$620K +5,552 New
TRSOTSOK
264
Teachers Retirement System of the State of Kentucky
Kentucky
$637K -$46.8K -419 -7%
Pacer Advisors
265
Pacer Advisors
Pennsylvania
$633K +$31.8K +285 +5%
Lazard Asset Management
266
Lazard Asset Management
New York
$622K +$323K +2,890 +115%
DEA
267
DoubleLine ETF Adviser
Florida
$616K +$598K +5,357 New
MIM
268
Morningstar Investment Management
Illinois
$606K +$196K +1,758 +48%
KRS
269
Kentucky Retirement Systems
Kentucky
$603K -$43K -385 -7%
MC
270
Machina Capital
France
$595K +$577K +5,174 New
PS
271
Principal Securities
Iowa
$588K -$50.6K -453 -8%
BFM
272
Boothbay Fund Management
New York
$587K -$46.1K -413 -7%
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$570K +$225K +2,015 +65%
MSU
274
Mizuho Securities USA
New York
$561K -$97.8K -876 -15%
GWP
275
Gen-Wealth Partners
Michigan
$545K -$4.8K -43 -0.9%

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.