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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
CWC
426
Carolinas Wealth Consulting
North Carolina
$1.65K
MA
427
MCF Advisors
Kentucky
$1.63K
KA
428
Kozak & Associates
Colorado
$1.58K +$101 +1 +7%
CJ
429
Caitlin John
Michigan
$1.57K
VCM
430
Versant Capital Management
Arizona
$1.33K -$607 -6 -32%
LI
431
LRI Investments
Florida
$1.23K +$1.21K +12 New
UB
432
UMB Bank
Missouri
$1.12K +$303 +3 +38%
LSA
433
Leonteq Securities AG
Switzerland
$1.02K -$26.3K -260 -96%
VNA
434
Valley National Advisers
Pennsylvania
$1K -$10.1K -100 -87%
C
435
Covestor
United Kingdom
$1K -$303 -3 -20%
AW
436
Avion Wealth
Texas
$1K
TFM
437
TFC Financial Management
Massachusetts
$817
AWM
438
Avior Wealth Management
Nebraska
$816 +$809 +8 New
CA
439
Continuum Advisory
Idaho
$718 +$708 +7 New
DF
440
Dunhill Financial
United Kingdom
$610 +$101 +1 +20%
JPWM
441
Jamison Private Wealth Management
Georgia
$511 +$506 +5 New
RCM
442
Raleigh Capital Management
North Carolina
$511 +$506 +5 New
ECM
443
Everence Capital Management
Indiana
$454
TCM
444
Tradewinds Capital Management
Washington
$307
DWA
445
Delos Wealth Advisors
Texas
$307 +$303 +3 New
CTA
446
Colonial Trust Advisors
South Carolina
$204
EC
447
EntryPoint Capital
New York
$204
JWA
448
JFS Wealth Advisors
Pennsylvania
$103 -$404 -4 -80%
Group One Trading
449
Group One Trading
Illinois
$102 -$10K -99 -99%
Alyeska Investment Group
450
Alyeska Investment Group
Illinois
-$41.7M -404,877 Closed

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.