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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
SWM
451
Spire Wealth Management
Virginia
$12.1K +$1.34K +12 +13%
BBHC
452
Brown Brothers Harriman & Co
New York
$11.5K
BAM
453
Byrne Asset Management
New Jersey
$11.5K
PK
454
Pflug Koory
Nebraska
$11.5K +$11.2K +100 New
GKIM
455
GW&K Investment Management
Massachusetts
$11K
ADL
456
Asset Dedication LLC
California
$10.6K -$1.67K -15 -14%
MCM
457
MV Capital Management
Maryland
$10.2K
TPCW
458
TD Private Client Wealth
New York
$10.1K +$2.23K +20 +29%
PA
459
PSI Advisors
Florida
$10K
BWP
460
Baldwin Wealth Partners
Massachusetts
$8.97K +$8.71K +78 New
BIA
461
Bell Investment Advisors
California
$8.51K -$558 -5 -6%
VCM
462
Versant Capital Management
Arizona
$7.93K -$558 -5 -7%
MAM
463
Meeder Asset Management
Ohio
$7.59K +$893 +8 +14%
FFL
464
Financial Freedom LLC
Ohio
$7.32K +$112 +1 +2%
JFA
465
JNBA Financial Advisors
Minnesota
$6.78K +$6.58K +59 New
EC
466
Elequin Capital
New York
$6.78K +$6.58K +59 New
WSFS
467
Wilmington Savings Fund Society
Delaware
$6.32K +$6.14K +55 New
AWM
468
Atticus Wealth Management
Florida
$5.75K
LC
469
Lindbrook Capital
California
$5.75K
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$5.63K
ATS
471
Ashton Thomas Securities
New York
$5.29K +$5.13K +46 New
CA
472
Crewe Advisors
Utah
$4.83K +$112 +1 +2%
CPA
473
Capital Performance Advisors
California
$4.48K +$4.35K +39 New
ZB
474
Zions Bancorporation
Utah
$3.79K
PTC
475
Private Trust Company
Ohio
$3.68K

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.