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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
HT
351
Headlands Technologies
Illinois
$73.2K +$72.5K +717 New
EWP
352
Elevation Wealth Partners
California
$71.5K
QCG
353
Quadrant Capital Group
Ohio
$69.3K -$809 -8 -1%
Bessemer Group
354
Bessemer Group
New Jersey
$63K -$1.62K -16 -3%
EWA
355
EverSource Wealth Advisors
Alabama
$56.5K +$25.5K +252 +87%
DAM
356
Delta Asset Management
Tennessee
$53.6K
BCWM
357
Bartlett & Co Wealth Management
Ohio
$51.6K -$15.2K -150 -23%
AT
358
Avalon Trust
New Mexico
$51.1K
NIC
359
Northwest Investment Counselors
Oregon
$51.1K +$50.6K +500 New
RFS
360
Richardson Financial Services
Massachusetts
$50K -$202 -2 -0.4%
BC
361
Brookfield Corp
Ontario, Canada
$47.5K -$20.2K -200 -30%
MAM
362
Meeder Asset Management
Ohio
$45.4K -$140K -1,389 -76%
MIFH
363
Migdal Insurance & Financial Holdings
Israel
$45K -$14K -138 -24%
RIL
364
Rothschild Investment LLC
Illinois
$44.3K +$1.52K +15 +4%
SWM
365
Sugarloaf Wealth Management
Georgia
$43.2K +$404 +4 +1%
QL
366
Quarry LP
New York
$41.4K -$8.09K -80 -16%
CAM
367
Clarity Asset Management
Iowa
$40.9K +$404 +4 +1%
SIM
368
Sentry Investment Management
Wisconsin
$39K
FFA
369
Farther Finance Advisors
California
$35.9K -$4.35K -43 -11%
DI
370
DAGCO Inc
Ohio
$35.7K +$27.5K +272 +349%
TFA
371
Toth Financial Advisory
Virginia
$32.7K
SOW
372
State of Wyoming
Wyoming
$31.2K +$506 +5 +2%
HNB
373
Hilltop National Bank
Wyoming
$30.6K +$30.3K +300 New
PA
374
Parallel Advisors
California
$29.2K +$6.88K +68 +31%
AIM
375
Anchor Investment Management
South Carolina
$27.6K

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.