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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
CPBTD
401
Central Pacific Bank - Trust Division
Hawaii
$84.5K
EWP
402
Elevation Wealth Partners
California
$80.5K
Bessemer Group
403
Bessemer Group
New Jersey
$78K +$6.58K +59 +10%
HFM
404
Harvest Fund Management
China
$74K -$27.7K -248 -28%
WTC
405
WhitTier Trust Company
Nevada
$71.1K +$66.3K +594 +2,475%
DB
406
Danske Bank
Denmark
$69K -$1.73M -15,499 -96%
FFA
407
Farther Finance Advisors
California
$66.2K -$3.79K -34 -6%
Optiver Holding
408
Optiver Holding
Netherlands
$64.2K +$62.3K +558 New
EWA
409
EverSource Wealth Advisors
Alabama
$62.7K
DAM
410
Delta Asset Management
Tennessee
$60.4K
AT
411
Avalon Trust
New Mexico
$57.5K
BCWM
412
Bartlett & Co Wealth Management
Ohio
$57.5K
JFGIW
413
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.9K +$55.2K +495 New
EB
414
Eastern Bank
Massachusetts
$51.7K +$50.2K +450 New
SAM
415
Smartleaf Asset Management
Massachusetts
$50.8K +$30.9K +277 +166%
IA
416
IFP Advisors
Florida
$48.8K -$123K -1,106 -72%
SWM
417
Sugarloaf Wealth Management
Georgia
$48.6K
RFS
418
Richardson Financial Services
Massachusetts
$48.5K
RIL
419
Rothschild Investment LLC
Illinois
$47.6K
CAM
420
Clarity Asset Management
Iowa
$46.6K +$223 +2 +0.5%
DI
421
DAGCO Inc
Ohio
$40.2K
PA
422
Parallel Advisors
California
$39.5K +$21.2K +190 +123%
TFA
423
Toth Financial Advisory
Virginia
$37.5K +$558 +5 +2%
SIM
424
Sentry Investment Management
Wisconsin
$37K
BIG
425
Brooklyn Investment Group
New York
$35.5K +$34.5K +309 New

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.