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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
WCP
26
Waterfront Capital Partners
New York
$47M +$46.6M +460,464 New
Goldman Sachs
27
Goldman Sachs
New York
$40.8M -$861K -8,512 -2%
Nomura Asset Management
28
Nomura Asset Management
Japan
$39.4M +$1.61M +15,890 +4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$39.1M +$16M +158,239 +70%
Macquarie Group
30
Macquarie Group
Australia
$37M -$620K -6,130 -2%
VF
31
Vest Financial
Virginia
$36.9M +$5.57M +55,068 +18%
SEI Investments
32
SEI Investments
Pennsylvania
$35.6M +$3.47M +34,281 +11%
SO
33
STRS Ohio
Ohio
$35.4M +$21.2M +209,800 +153%
Victory Capital Management
34
Victory Capital Management
Texas
$33.6M +$4.89M +48,387 +17%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$33.1M -$6.37M -63,008 -16%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$32M -$7.54M -74,609 -19%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$31.6M +$1.97M +19,453 +7%
ECM
38
ExodusPoint Capital Management
New York
$29.6M +$29.4M +290,262 New
Citigroup
39
Citigroup
New York
$28.8M +$16.4M +162,616 +137%
Deutsche Bank
40
Deutsche Bank
Germany
$26.5M +$11M +108,473 +72%
MMA
41
Mizuho Markets Americas
New York
$21.7M +$16.2M +160,519 +311%
Renaissance Technologies
42
Renaissance Technologies
New York
$21.1M +$16.3M +161,200 +354%
Bank of America
43
Bank of America
North Carolina
$19.5M +$1.91M +18,915 +11%
MCM
44
Masterton Capital Management
New York
$18.4M
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$18.2M -$476K -4,709 -3%
CIMLRA
46
CBRE Investment Management Listed Real Assets
Pennsylvania
$18.2M +$184K +1,818 +1%
RAM
47
RWC Asset Management
United Kingdom
$17.8M -$1.07M -10,613 -6%
CIM
48
Centersquare Investment Management
Pennsylvania
$17.7M +$5.09M +50,300 +42%
UBS Group
49
UBS Group
Switzerland
$17.2M -$1.69M -16,689 -9%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$16.7M +$11M +108,992 +202%

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.