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Federal Realty Investment Trust

451 hedge funds and large institutions have $7.98B invested in Federal Realty Investment Trust in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $8.75M

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

15% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 151

0% more funds holding

Funds holding: 449451 (+2)

0.39% less ownership

Funds ownership: 95.71%95.32% (-0.39%)

2% less capital invested

Capital invested by funds: $8.12B → $7.98B (-$133M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
47
Increased
173
Reduced
151
Closed
36
Calls
$18.5M
Puts
$8.75M
Net Calls
+$9.78M
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
351
Harvest Fund Management
China
$90K +$89.6K +888 New
VI
352
Vestcor Inc
New Brunswick, Canada
$88K +$88.1K +873 New
S
353
SignatureFD
Georgia
$86.7K -$7.47K -74 -8%
EC
354
EntryPoint Capital
New York
$84.9K +$84.7K +839 +41,950%
PI
355
PEAK6 Investments
Illinois
$81.9K -$404K -3,999 -83%
QCG
356
Quadrant Capital Group
Ohio
$80.2K +$11.6K +115 +17%
CPBTD
357
Central Pacific Bank - Trust Division
Hawaii
$74.2K
EWP
358
Elevation Wealth Partners
California
$70.7K
Bessemer Group
359
Bessemer Group
New Jersey
$62K -$202 -2 -0.3%
FFA
360
Farther Finance Advisors
California
$61.3K +$25.6K +254 +71%
EWA
361
EverSource Wealth Advisors
Alabama
$60.9K +$303 +3 +0.6%
DAM
362
Delta Asset Management
Tennessee
$53K
BCWM
363
Bartlett & Co Wealth Management
Ohio
$51K
AT
364
Avalon Trust
New Mexico
$50.5K
LSA
365
Leonteq Securities AG
Switzerland
$50.2K +$49.1K +487 +4,870%
RFS
366
Richardson Financial Services
Massachusetts
$48.5K -$1.01K -10 -2%
SWM
367
Sugarloaf Wealth Management
Georgia
$42.7K
RIL
368
Rothschild Investment LLC
Illinois
$41.8K -$2.02K -20 -5%
CAM
369
Clarity Asset Management
Iowa
$40.7K +$202 +2 +0.5%
MIFH
370
Migdal Insurance & Financial Holdings
Israel
$40K -$3.43K -34 -8%
PFBT
371
Parkside Financial Bank & Trust
Missouri
$38.8K +$13.1K +130 +51%
DI
372
DAGCO Inc
Ohio
$35.3K
BTI
373
Blue Trust Inc
Georgia
$35.2K +$31.3K +310 +886%
SOW
374
State of Wyoming
Wyoming
$34K +$3.13K +31 +10%
TFF
375
The Family Firm
Maryland
$33K +$33K +327 New

FRT Hedge Fund Activity: Q2 2024 in Review

451 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2024, worth a combined $7.98B — down 1.6% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FRT positions and 36 closed out — a net gain of 11 holders — while 173 added to existing stakes and 151 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $91.4M. The largest seller was UBS AM, cutting an estimated $64.5M.

  • 451 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $7.98B of Federal Realty Investment Trust stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 47 funds opened new Federal Realty Investment Trust positions in Q2 2024 and 36 closed out, a net change of +11 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2024 was Deutsche Bank, an estimated $91.4M added.
  • The largest Federal Realty Investment Trust seller in Q2 2024 was UBS AM, an estimated $64.5M sold.

Based on aggregated 13F filings for Q2 2024.