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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
SG Americas Securities
326
SG Americas Securities
New York
$325K -$2.5M -22,393 -89%
BBVA
327
Banco Bilbao Vizcaya Argentaria
Spain
$325K +$15.2K +136 +5%
Mackenzie Financial
328
Mackenzie Financial
Ontario, Canada
$317K -$112 -1 -0%
SAM
329
Shell Asset Management
Netherlands
$310K +$301K +2,695 New
MWM
330
Modera Wealth Management
New Jersey
$303K -$14.8K -133 -5%
MIM
331
Montgomery Investment Management
Maryland
$302K
Mariner
332
Mariner
Kansas
$299K -$1.23K -11 -0.4%
TI
333
Tidal Investments
Wisconsin
$297K +$17.1K +153 +6%
BC
334
Bridgefront Capital
Texas
$295K +$286K +2,563 New
PAM
335
Panagora Asset Management
Massachusetts
$291K -$112 -1 -0%
GS
336
GTS Securities
New York
$289K +$281K +2,518 New
US Bancorp
337
US Bancorp
Minnesota
$287K -$14.6K -131 -5%
CANY
338
Caxton Associates (New York)
New York
$287K +$278K +2,492 New
KeyBank National Association
339
KeyBank National Association
Ohio
$286K +$2.34K +21 +0.9%
CGH
340
Crossmark Global Holdings
Texas
$282K -$102K -913 -27%
NMIMC
341
Northwestern Mutual Investment Management Company
Wisconsin
$274K +$781 +7 +0.3%
IC
342
IEQ Capital
California
$265K +$257K +2,306 New
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$265K +$6.14K +55 +2%
VSQM
344
V-Square Quantitative Management
Illinois
$263K +$21.1K +189 +9%
SSW
345
Smith Shellnut Wilson
Mississippi
$261K
FRM
346
Fox Run Management
Connecticut
$261K +$253K +2,267 New
KRSITF
347
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$256K -$20.2K -181 -8%
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
$256K -$59.9K -537 -19%
EC
349
EntryPoint Capital
New York
$255K +$154K +1,377 +164%
PIA
350
Powell Investment Advisors
Florida
$251K

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.