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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
ACM
301
Aster Capital Management
United Arab Emirates
$422K +$410K +3,674 New
NMERB
302
New Mexico Educational Retirement Board
New Mexico
$420K -$11.2K -100 -3%
LP
303
LMR Partners
United Kingdom
$416K +$404K +3,619 New
BS
304
Banco Santander
Spain
$412K
PHK
305
Point72 Hong Kong
Hong Kong
$404K +$392K +3,510 New
GLA
306
Great Lakes Advisors
Illinois
$390K -$2.12K -19 -0.6%
PAG
307
Private Advisor Group
New Jersey
$390K +$78.8K +706 +26%
SAM
308
Strategy Asset Managers
California
$384K +$44.3K +397 +14%
TCOV
309
Trust Company of Vermont
Vermont
$379K -$22.3K -200 -6%
EH
310
Equitable Holdings
New York
$377K -$1K -9 -0.3%
SA
311
Sanctuary Advisors
Indiana
$373K +$113K +1,012 +45%
AM
312
AGF Management
Ontario, Canada
$362K +$352K +3,150 New
SCM
313
Sterling Capital Management
North Carolina
$361K +$351K +3,143 New
AWM
314
Apollon Wealth Management
South Carolina
$359K +$18.6K +167 +6%
Capstone Investment Advisors
315
Capstone Investment Advisors
New York
$358K +$174K +1,556 +100%
Thrivent Financial for Lutherans
316
Thrivent Financial for Lutherans
Minnesota
$355K -$6.7K -60 -2%
FG
317
Fiduciary Group
Georgia
$354K
BBA
318
BLB&B Advisors
Pennsylvania
$345K
CM
319
Capula Management
Cayman Islands
$339K +$329K +2,950 New
SPA
320
Sherbrooke Park Advisers
New York
$338K -$172K -1,544 -34%
WANY
321
Wealthspire Advisors (New York)
New York
$337K +$327K +2,933 New
MPM
322
MBB Public Markets
Illinois
$331K +$321K +2,880 New
RIM
323
Rakuten Investment Management
Japan
$330K +$82K +735 +34%
RWM
324
Revisor Wealth Management
Ohio
$328K -$9.49K -85 -3%
GI
325
GAMMA Investing
California
$327K +$38.5K +345 +14%

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.