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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
PAM
301
Panagora Asset Management
Massachusetts
$259K
AWM
302
Apollon Wealth Management
South Carolina
$255K -$79.4K -785 -24%
KeyBank National Association
303
KeyBank National Association
Ohio
$253K +$708 +7 +0.3%
TI
304
Tidal Investments
Wisconsin
$252K +$250K +2,468 New
KI
305
Kapitalo Investimentos
Brazil
$248K +$33.1K +327 +16%
KRSITF
306
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$248K -$19.5K -193 -7%
HIMC
307
Heritage Investors Management Corp
Maryland
$243K
NMIMC
308
Northwestern Mutual Investment Management Company
Wisconsin
$238K +$506 +5 +0.2%
PAG
309
Private Advisor Group
New Jersey
$233K -$30.2K -299 -12%
GAM
310
Gotham Asset Management
New York
$232K -$33.1K -327 -13%
SSW
311
Smith Shellnut Wilson
Mississippi
$232K
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$231K +$228K +2,258 New
IGAM
313
iA Global Asset Management
Quebec, Canada
$227K +$36.6K +362 +19%
PIA
314
Powell Investment Advisors
Florida
$225K
VSQM
315
V-Square Quantitative Management
Illinois
$223K
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$222K -$10K -99 -4%
Los Angeles Capital Management
317
Los Angeles Capital Management
California
$221K +$219K +2,167 New
LI
318
Lafayette Investments
Maryland
$220K
KFS
319
Kaizen Financial Strategies
California
$215K +$2.23K +22 +1%
Baird Financial Group
320
Baird Financial Group
Wisconsin
$213K -$36.4K -360 -15%
LNWWM
321
Laird Norton Wetherby Wealth Management
California
$213K +$211K +2,087 New
RCM
322
RB Capital Management
Nevada
$210K -$101 -1 -0%
CB
323
Cadence Bank
Mississippi
$204K
IF
324
Intrua Financial
Texas
$204K -$116K -1,148 -36%
CMBA
325
C.M. Bidwell & Associates
Hawaii
$197K +$78.4K +775 +67%

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.