We are live on ! Find out more
FRT icon

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
HNB
426
Hilltop National Bank
Wyoming
$34.5K
AIM
427
Anchor Investment Management
South Carolina
$31K
MRCM
428
M&R Capital Management
New Jersey
$31K
HI
429
Harbour Investments
Wisconsin
$30.1K +$335 +3 +1%
PFBT
430
Parkside Financial Bank & Trust
Missouri
$28.6K -$15.1K -135 -35%
CIBC Private Wealth Group
431
CIBC Private Wealth Group
Georgia
$28.1K +$18.2K +163 +201%
MA
432
Montag & Associates
Georgia
$27.6K
NS
433
NBC Securities
Alabama
$27K +$11.9K +107 +82%
LFG
434
Larson Financial Group
Missouri
$23.5K +$558 +5 +3%
CA
435
Clearstead Advisors
Ohio
$23K
Cohen & Steers
436
Cohen & Steers
New York
$22K -$4.02K -36 -16%
CH
437
Cromwell Holdings
Wyoming
$18.2K
Federated Hermes
438
Federated Hermes
Pennsylvania
$17.6K +$1.67K +15 +11%
AAP
439
Arax Advisory Partners
Colorado
$17.2K -$2.79K -25 -14%
ST
440
Smithfield Trust
Pennsylvania
$17K
VWM
441
Venturi Wealth Management
Texas
$15.6K
QC
442
Quent Capital
New York
$15.2K
CA
443
CoreCap Advisors
Michigan
$14.7K +$14.3K +128 New
DWS
444
Dynamic Wealth Strategies
California
$14K +$7.7K +69 +123%
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$13.9K +$3.79K +34 +39%
AssetMark Inc
446
AssetMark Inc
California
$13.8K -$2.46K -22 -15%
SIC
447
SJS Investment Consulting
Ohio
$13.1K
AP
448
Aspect Partners
Virginia
$13K -$1.23K -11 -9%
MSWM
449
Mowery & Schoenfeld Wealth Management
Illinois
$12.6K +$12.3K +110 New
HNB
450
Huntington National Bank
Ohio
$12.4K -$1.34K -12 -10%

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.