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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
DekaBank Deutsche Girozentrale
326
DekaBank Deutsche Girozentrale
Germany
$196K +$195K +1,927 New
OPTFSNA
327
Old Point Trust & Financial Services N A
Virginia
$191K +$25.3K +250 +15%
GI
328
GAMMA Investing
California
$188K +$13.1K +130 +8%
HI
329
Handelsinvest Investeringsforvaltning
Denmark
$172K -$88.2K -872 -34%
SS
330
Sunbelt Securities
Texas
$168K +$1.11K +11 +0.7%
KBC Group
331
KBC Group
Belgium
$154K +$18.9K +187 +14%
MG
332
Mather Group
Illinois
$151K +$148K +1,462 New
Capstone Investment Advisors
333
Capstone Investment Advisors
New York
$147K +$506 +5 +0.3%
HI
334
Horizon Investments
North Carolina
$139K +$1.21K +12 +0.9%
RIM
335
Rakuten Investment Management
Japan
$137K +$122K +1,211 +939%
AF
336
Allworth Financial
California
$124K
JGIA
337
Jackson Grant Investment Advisers
Connecticut
$122K
ETC
338
Exchange Traded Concepts
Oklahoma
$121K +$12.6K +125 +12%
GRP
339
Global Retirement Partners
California
$116K -$1.11K -11 -1%
SWM
340
Spire Wealth Management
Virginia
$113K +$105K +1,042 +1,532%
CHA
341
Carmichael Hill & Associates
Maryland
$108K
CI Investments Inc
342
CI Investments Inc
Ontario, Canada
$106K +$19.5K +193 +23%
WT
343
Whittier Trust
California
$102K
Lazard Asset Management
344
Lazard Asset Management
New York
$100K -$2.43K -24 -2%
S
345
SignatureFD
Georgia
$95.3K +$9.4K +93 +11%
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$94K -$17.8K -176 -16%
CFM
347
Catalyst Funds Management
Australia
$91.9K +$91K +900 New
HCM
348
Highlander Capital Management
New Jersey
$85K +$58.9K +582 +233%
CPBTD
349
Central Pacific Bank - Trust Division
Hawaii
$74K +$74.3K +735 New
Mitsubishi UFJ Trust & Banking
350
Mitsubishi UFJ Trust & Banking
Japan
$73.9K -$15.1K -149 -17%

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.