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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
MSRPS
276
Maryland State Retirement & Pension System
Maryland
$541K -$169K -1,515 -24%
HIMCH
277
Hartford Investment Management Co (HIMCO)
Connecticut
$541K -$6.14K -55 -1%
SICM
278
Sustainable Insight Capital Management
New York
$540K +$234K +2,100 +81%
CW
279
Code Waechter
Florida
$534K +$518K +4,645 New
PAS
280
Park Avenue Securities
New York
$533K -$95.9K -859 -16%
PAS
281
Point72 Asia (Singapore)
Singapore
$522K +$507K +4,541 New
KIA
282
KCM Investment Advisors
California
$513K +$223K +1,997 +81%
ECM
283
Everence Capital Management
Indiana
$512K
Cerity Partners
284
Cerity Partners
New York
$504K +$156K +1,401 +47%
CIM
285
Contravisory Investment Management
Massachusetts
$501K +$486K +4,359 New
Corient Private Wealth
286
Corient Private Wealth
Florida
$497K +$68K +609 +16%
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$492K +$11.2K +100 +2%
LSERS
288
Louisiana State Employees Retirement System
Louisiana
$483K
PFS
289
Prospera Financial Services
Texas
$473K +$8.71K +78 +2%
SI
290
Stephens Inc
Arkansas
$466K +$8.48K +76 +2%
SAM
291
Securian Asset Management
Minnesota
$465K -$11.2K -100 -2%
SSB
292
Sandy Spring Bank
Maryland
$464K +$47.1K +422 +12%
GXJ
293
Global X Japan
Japan
$452K -$21.2K -190 -5%
NC
294
NovaPoint Capital
Georgia
$451K +$6.14K +55 +1%
NEI
295
Northwest & Ethical Investments
Ontario, Canada
$437K
NA
296
NewEdge Advisors
Louisiana
$433K -$5.69K -51 -1%
MMG
297
Monetary Management Group
Missouri
$431K
DFCM
298
Dark Forest Capital Management
Puerto Rico
$430K +$417K +3,739 New
GT
299
Glenmede Trust
Pennsylvania
$425K +$8.26K +74 +2%
CAG
300
Csenge Advisory Group
Florida
$424K -$132K -1,187 -24%

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.