We are live on ! Find out more
FRT icon

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
TFA
376
Toth Financial Advisory
Virginia
$32.4K +$101 +1 +0.3%
SIM
377
Sentry Investment Management
Wisconsin
$32K -$6.56K -65 -17%
HNB
378
Hilltop National Bank
Wyoming
$30.3K
AIM
379
Anchor Investment Management
South Carolina
$27.3K
MRCM
380
M&R Capital Management
New Jersey
$27.3K
HI
381
Harbour Investments
Wisconsin
$26.2K +$202 +2 +0.8%
MA
382
Montag & Associates
Georgia
$24.5K
Cohen & Steers
383
Cohen & Steers
New York
$23K +$22.9K +227 New
HT
384
Headlands Technologies
Illinois
$20.3K -$52.1K -516 -72%
CA
385
Clearstead Advisors
Ohio
$20.2K +$20.2K +200 New
LFG
386
Larson Financial Group
Missouri
$20.1K -$908 -9 -4%
AAP
387
Arax Advisory Partners
Colorado
$17.6K +$9.89K +98 +129%
SAM
388
Smartleaf Asset Management
Massachusetts
$16.8K -$1.51K -15 -8%
CH
389
Cromwell Holdings
Wyoming
$16.1K +$15.9K +158 New
PA
390
Parallel Advisors
California
$15.5K -$13.3K -132 -46%
ST
391
Smithfield Trust
Pennsylvania
$15K
AssetMark Inc
392
AssetMark Inc
California
$14.3K +$8.68K +86 +154%
Federated Hermes
393
Federated Hermes
Pennsylvania
$13.9K -$807 -8 -5%
VWM
394
Venturi Wealth Management
Texas
$13.7K +$2.22K +22 +19%
QC
395
Quent Capital
New York
$13.3K
NS
396
NBC Securities
Alabama
$13K +$1.51K +15 +13%
AP
397
Aspect Partners
Virginia
$12.5K
HNB
398
Huntington National Bank
Ohio
$12.2K -$606 -6 -5%
SIC
399
SJS Investment Consulting
Ohio
$11.5K
ADL
400
Asset Dedication LLC
California
$10.8K

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.