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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
GT
276
Glenmede Trust
Pennsylvania
$366K +$8.78K +87 +2%
SSB
277
Sandy Spring Bank
Maryland
$365K +$908 +9 +0.2%
BS
278
Banco Santander
Spain
$362K -$170K -1,683 -32%
TCOV
279
Trust Company of Vermont
Vermont
$353K
GLA
280
Great Lakes Advisors
Illinois
$345K -$72.2K -715 -17%
CGH
281
Crossmark Global Holdings
Texas
$340K -$123K -1,218 -27%
EH
282
Equitable Holdings
New York
$332K -$19.6K -194 -6%
Thrivent Financial for Lutherans
283
Thrivent Financial for Lutherans
Minnesota
$318K +$1.72K +17 +0.5%
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$313K +$84.9K +841 +37%
Aviva
285
Aviva
United Kingdom
$311K -$2.62K -26 -0.8%
FG
286
Fiduciary Group
Georgia
$310K
Point72 Asset Management
287
Point72 Asset Management
Connecticut
$303K +$303K +3,005 New
BBA
288
BLB&B Advisors
Pennsylvania
$303K
Cerity Partners
289
Cerity Partners
New York
$301K -$37.6K -373 -11%
AWM
290
Apollon Wealth Management
South Carolina
$298K +$46.5K +461 +18%
RWM
291
Revisor Wealth Management
Ohio
$297K -$203K -2,016 -41%
SAM
292
Strategy Asset Managers
California
$285K -$6.16K -61 -2%
MWM
293
Modera Wealth Management
New Jersey
$280K -$6.96K -69 -2%
CAPTRUST Financial Advisors
294
CAPTRUST Financial Advisors
North Carolina
$279K +$15.6K +155 +6%
Mackenzie Financial
295
Mackenzie Financial
Ontario, Canada
$279K -$6.26K -62 -2%
BBVA
296
Banco Bilbao Vizcaya Argentaria
Spain
$272K -$2.32K -23 -0.8%
PAG
297
Private Advisor Group
New Jersey
$271K +$41.1K +407 +18%
MIM
298
Montgomery Investment Management
Maryland
$266K
US Bancorp
299
US Bancorp
Minnesota
$265K -$8.38K -83 -3%
Mariner
300
Mariner
Kansas
$264K -$32.4K -321 -11%

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.