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Federal Realty Investment Trust

451 hedge funds and large institutions have $7.98B invested in Federal Realty Investment Trust in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $8.75M

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

15% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 151

0% more funds holding

Funds holding: 449451 (+2)

0.39% less ownership

Funds ownership: 95.71%95.32% (-0.39%)

2% less capital invested

Capital invested by funds: $8.12B → $7.98B (-$133M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
47
Increased
173
Reduced
151
Closed
36
Calls
$18.5M
Puts
$8.75M
Net Calls
+$9.78M
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$42.8M +$4.15M +41,133 +11%
Nomura Asset Management
27
Nomura Asset Management
Japan
$42.6M +$3.72M +36,875 +10%
SO
28
STRS Ohio
Ohio
$42.3M +$7.33M +72,600 +21%
Millennium Management
29
Millennium Management
New York
$42M +$31.6M +312,726 +304%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$41.6M -$11.2M -110,500 -21%
Goldman Sachs
31
Goldman Sachs
New York
$40.2M -$101K -1,005 -0.3%
WCP
32
Waterfront Capital Partners
New York
$36.8M -$9.72M -96,302 -21%
CIMLRA
33
CBRE Investment Management Listed Real Assets
Pennsylvania
$35.7M +$17.8M +175,986 +99%
Macquarie Group
34
Macquarie Group
Australia
$34.8M -$2.07M -20,480 -6%
Victory Capital Management
35
Victory Capital Management
Texas
$33M -$255K -2,523 -0.8%
SEI Investments
36
SEI Investments
Pennsylvania
$32.7M -$2.5M -24,820 -7%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$32M +$763K +7,559 +2%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$20.3M -$12.4M -122,706 -38%
Bank of America
39
Bank of America
North Carolina
$20.2M +$979K +9,701 +5%
Marshall Wace
40
Marshall Wace
United Kingdom
$19.7M +$5.11M +50,590 +35%
MMA
41
Mizuho Markets Americas
New York
$18.8M -$2.61M -25,873 -12%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$18.6M +$2.06M +20,425 +13%
UBS Group
43
UBS Group
Switzerland
$18.5M +$1.48M +14,640 +9%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$18.1M +$17.6M +174,406 +3,731%
Jane Street
45
Jane Street
New York
$18M +$17.7M +174,940 +4,895%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$18M -$64.9K -643 -0.4%
RAM
47
RWC Asset Management
United Kingdom
$17.7M +$72.4K +717 +0.4%
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$16.5M +$108K +1,073 +0.7%
Allianz Asset Management
49
Allianz Asset Management
Germany
$16M +$16M +158,602 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$15.6M +$203K +2,012 +1%

FRT Hedge Fund Activity: Q2 2024 in Review

451 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2024, worth a combined $7.98B — down 1.6% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FRT positions and 36 closed out — a net gain of 11 holders — while 173 added to existing stakes and 151 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $91.4M. The largest seller was UBS AM, cutting an estimated $64.5M.

  • 451 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $7.98B of Federal Realty Investment Trust stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 47 funds opened new Federal Realty Investment Trust positions in Q2 2024 and 36 closed out, a net change of +11 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2024 was Deutsche Bank, an estimated $91.4M added.
  • The largest Federal Realty Investment Trust seller in Q2 2024 was UBS AM, an estimated $64.5M sold.

Based on aggregated 13F filings for Q2 2024.