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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
BBHC
401
Brown Brothers Harriman & Co
New York
$10.1K
NFSG
402
Newbridge Financial Services Group
Florida
$10.1K
BAM
403
Byrne Asset Management
New Jersey
$10K
SWM
404
Spire Wealth Management
Virginia
$9.39K -$103K -1,017 -92%
GKIM
405
GW&K Investment Management
Massachusetts
$9K +$1.01K +10 +12%
MCM
406
MV Capital Management
Maryland
$8.99K
PA
407
PSI Advisors
Florida
$8.79K -$12K -119 -58%
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$8.78K
CIBC Private Wealth Group
409
CIBC Private Wealth Group
Georgia
$8.15K +$404 +4 +5%
BIA
410
Bell Investment Advisors
California
$7.98K +$2.12K +21 +36%
VCM
411
Versant Capital Management
Arizona
$7.47K +$6.16K +61 +469%
TPCW
412
TD Private Client Wealth
New York
$6.87K -$3.23K -32 -32%
FFL
413
Financial Freedom LLC
Ohio
$6.37K +$101 +1 +2%
DWS
414
Dynamic Wealth Strategies
California
$6K
MAM
415
Meeder Asset Management
Ohio
$5.86K -$39.1K -387 -87%
LC
416
Lindbrook Capital
California
$5.05K -$1.01K -10 -17%
AWM
417
Atticus Wealth Management
Florida
$5.05K
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$4.95K
CA
419
Crewe Advisors
Utah
$4.14K
ZB
420
Zions Bancorporation
Utah
$3.33K
PTC
421
Private Trust Company
Ohio
$3.23K
CSB
422
City State Bank
Iowa
$2.93K
AF
423
Advisornet Financial
Minnesota
$2.83K
National Bank of Canada
424
National Bank of Canada
Quebec, Canada
$2.5K
WTC
425
WhitTier Trust Company
Nevada
$2.42K -$202 -2 -8%

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.