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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
PMA
376
Prudent Man Advisors
Illinois
$211K +$205K +1,833 New
HIP
377
HUB Investment Partners
Texas
$207K +$201K +1,802 New
TW
378
Trajan Wealth
Arizona
$207K +$201K +1,799 New
BWM
379
Blossom Wealth Management
California
$206K +$200K +1,795 New
William Blair & Company
380
William Blair & Company
Illinois
$206K +$200K +1,792 New
CCM
381
Coldstream Capital Management
Washington
$202K +$196K +1,757 New
National Bank of Canada
382
National Bank of Canada
Quebec, Canada
$195K +$187K +1,675 +6,700%
SS
383
Sunbelt Securities
Texas
$190K +$781 +7 +0.4%
CAS
384
Coppell Advisory Solutions
Texas
$186K -$10.9K -98 -6%
OPTFSNA
385
Old Point Trust & Financial Services N A
Virginia
$186K
MG
386
Mather Group
Illinois
$167K -$1K -9 -0.6%
GRP
387
Global Retirement Partners
California
$149K +$22.2K +199 +18%
AF
388
Allworth Financial
California
$141K +$223 +2 +0.2%
CFM
389
Catalyst Funds Management
Australia
$138K +$134K +1,200 New
JGIA
390
Jackson Grant Investment Advisers
Connecticut
$137K
CI Investments Inc
391
CI Investments Inc
Ontario, Canada
$132K +$11.6K +104 +10%
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$129K +$12.3K +110 +11%
BTI
393
Blue Trust Inc
Georgia
$122K +$96K +860 +249%
HI
394
Horizon Investments
North Carolina
$117K -$40.2K -360 -26%
WT
395
Whittier Trust
California
$115K
YDMI
396
Y.D. More Investments
Israel
$113K +$3.57K +32 +3%
S
397
SignatureFD
Georgia
$101K +$2.12K +19 +2%
VI
398
Vestcor Inc
New Brunswick, Canada
$100K
CHA
399
Carmichael Hill & Associates
Maryland
$97.4K -$23.9K -214 -20%
QCG
400
Quadrant Capital Group
Ohio
$89.7K -$1.56K -14 -2%

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.