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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
MCM
401
MV Capital Management
Maryland
$9.09K
TWP
402
TFO Wealth Partners
Ohio
$8.99K
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$8.88K +$303 +3 +4%
GKIM
404
GW&K Investment Management
Massachusetts
$8K
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$7.76K +$7.79K +77 New
AAP
406
Arax Advisory Partners
Colorado
$7.72K +$1.11K +11 +17%
Jones Financial Companies
407
Jones Financial Companies
Missouri
$7.15K +$7.08K +70 New
FFL
408
Financial Freedom LLC
Ohio
$6.37K
LC
409
Lindbrook Capital
California
$6.13K
DWS
410
Dynamic Wealth Strategies
California
$6K -$2.23K -22 -28%
BIA
411
Bell Investment Advisors
California
$5.92K
AssetMark Inc
412
AssetMark Inc
California
$5.72K -$114K -1,128 -95%
AWM
413
Atticus Wealth Management
Florida
$5.11K
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$5K
CA
415
Crewe Advisors
Utah
$4.19K +$4.15K +41 New
BTI
416
Blue Trust Inc
Georgia
$3.57K -$5.97K -59 -63%
ZB
417
Zions Bancorporation
Utah
$3.37K
PTC
418
Private Trust Company
Ohio
$3.27K -$708 -7 -18%
CSB
419
City State Bank
Iowa
$3K
AF
420
Advisornet Financial
Minnesota
$2.86K -$14.1K -139 -83%
WTC
421
WhitTier Trust Company
Nevada
$2.65K +$1.42K +14 +117%
National Bank of Canada
422
National Bank of Canada
Quebec, Canada
$2.54K
SIS
423
Sound Income Strategies
Florida
$2.04K
MCM
424
Manchester Capital Management
Vermont
$1.94K +$1.82K +18 +1,800%
IHWM
425
Iron Horse Wealth Management
Iowa
$1.94K

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.