We are live on ! Find out more
FRT icon

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
MRCM
376
M&R Capital Management
New Jersey
$27.6K
HI
377
Harbour Investments
Wisconsin
$26.2K -$1.11K -11 -4%
PFBT
378
Parkside Financial Bank & Trust
Missouri
$25.9K +$303 +3 +1%
MA
379
Montag & Associates
Georgia
$24.8K
BFEC
380
Benjamin F. Edwards & Company
Missouri
$23K -$12.6K -125 -36%
LFG
381
Larson Financial Group
Missouri
$21.2K -$1.31K -13 -6%
PA
382
PSI Advisors
Florida
$21K
LCM
383
Logan Capital Management
Pennsylvania
$20.6K +$202 +2 +1%
SAM
384
Smartleaf Asset Management
Massachusetts
$18.5K +$11.8K +117 +180%
ST
385
Smithfield Trust
Pennsylvania
$15K
Federated Hermes
386
Federated Hermes
Pennsylvania
$14.9K -$150K -1,487 -91%
QC
387
Quent Capital
New York
$13.5K
HNB
388
Huntington National Bank
Ohio
$12.9K +$7.08K +70 +125%
CA
389
CoreCap Advisors
Michigan
$12.8K +$12.6K +125 New
AP
390
Aspect Partners
Virginia
$12.7K
ADL
391
Asset Dedication LLC
California
$12K
SIC
392
SJS Investment Consulting
Ohio
$11.6K
VWM
393
Venturi Wealth Management
Texas
$11.6K +$3.03K +30 +36%
NS
394
NBC Securities
Alabama
$11K -$4.85K -48 -29%
BBHC
395
Brown Brothers Harriman & Co
New York
$10.2K
BAM
396
Byrne Asset Management
New Jersey
$10.2K
NFSG
397
Newbridge Financial Services Group
Florida
$10.2K
TPCW
398
TD Private Client Wealth
New York
$10.2K
PK
399
Pflug Koory
Nebraska
$10.2K +$10.1K +100 New
EC
400
Elequin Capital
New York
$10.1K +$10K +99 New

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.