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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
Jane Street
276
Jane Street
New York
$365K -$1.54M -15,230 -81%
GT
277
Glenmede Trust
Pennsylvania
$361K -$13.8K -136 -4%
TCOV
278
Trust Company of Vermont
Vermont
$357K +$48.8K +483 +16%
EH
279
Equitable Holdings
New York
$356K -$55.4K -548 -14%
Corient Private Wealth
280
Corient Private Wealth
Florida
$355K +$102K +1,006 +41%
MC
281
Machina Capital
France
$344K +$47.6K +471 +16%
Cerity Partners
282
Cerity Partners
New York
$343K +$339K +3,354 New
MIM
283
Morningstar Investment Management
Illinois
$333K
CAMG
284
CWA Asset Management Group
Florida
$329K +$68K +672 +26%
Thrivent Financial for Lutherans
285
Thrivent Financial for Lutherans
Minnesota
$320K -$5.97K -59 -2%
Aviva
286
Aviva
United Kingdom
$317K -$708 -7 -0.2%
IA
287
IFP Advisors
Florida
$315K -$54K -534 -15%
FG
288
Fiduciary Group
Georgia
$314K
SPIS
289
Steward Partners Investment Solutions
Oregon
$308K +$305K +3,012 New
SAM
290
Strategy Asset Managers
California
$306K +$16.6K +164 +6%
BBA
291
BLB&B Advisors
Pennsylvania
$306K -$94.8K -937 -24%
Mariner
292
Mariner
Kansas
$300K -$226K -2,236 -43%
KIA
293
KCM Investment Advisors
California
$294K -$2.02K -20 -0.7%
MWM
294
Modera Wealth Management
New Jersey
$290K +$12.6K +125 +5%
Mackenzie Financial
295
Mackenzie Financial
Ontario, Canada
$288K -$77.6K -767 -21%
BBVA
296
Banco Bilbao Vizcaya Argentaria
Spain
$277K +$25.4K +251 +10%
US Bancorp
297
US Bancorp
Minnesota
$277K -$98.9K -978 -27%
MIM
298
Montgomery Investment Management
Maryland
$269K -$268K -2,650 -50%
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$266K -$38.3K -379 -13%
CC
300
Cipher Capital
New York
$264K +$60.3K +596 +30%

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.