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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$65.9M +$55.6M +498,146 +667%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$53.3M +$4.39M +39,351 +9%
VF
28
Vest Financial
Virginia
$52.2M +$2.71M +24,276 +6%
Goldman Sachs
29
Goldman Sachs
New York
$50.3M +$4.42M +39,572 +10%
Nomura Asset Management
30
Nomura Asset Management
Japan
$49M +$446K +3,995 +0.9%
N
31
Nuveen
North Carolina
$48.3M -$12.6M -112,599 -21%
SEI Investments
32
SEI Investments
Pennsylvania
$46M +$8.58M +76,919 +24%
SO
33
STRS Ohio
Ohio
$44.9M -$3.19M -28,600 -7%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$44.6M +$43.3M +388,151 New
Adage Capital Partners
35
Adage Capital Partners
Massachusetts
$36.9M -$10.1M -90,700 -22%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$36.2M -$206K -1,843 -0.6%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$35.5M +$12M +107,666 +53%
UBS Group
38
UBS Group
Switzerland
$34.6M +$13.1M +117,457 +64%
Millennium Management
39
Millennium Management
New York
$34.4M -$13M -116,616 -28%
Victory Capital Management
40
Victory Capital Management
Texas
$33.9M -$3.47M -31,133 -10%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$33.8M +$19.5M +174,665 +146%
Renaissance Technologies
42
Renaissance Technologies
New York
$31.9M +$19.3M +173,000 +166%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$31.2M +$30.3M +271,163 New
Macquarie Group
44
Macquarie Group
Australia
$29.6M -$9.81M -87,866 -25%
Citigroup
45
Citigroup
New York
$27.6M +$10.6M +95,185 +66%
Bank of America
46
Bank of America
North Carolina
$27.5M +$4.33M +38,822 +19%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$26.5M +$25.8M +230,910 New
Neuberger Berman Group
48
Neuberger Berman Group
New York
$26.1M +$5.6M +50,162 +28%
RAM
49
RWC Asset Management
United Kingdom
$24.1M +$3.87M +34,699 +20%
MMA
50
Mizuho Markets Americas
New York
$22.6M +$1.19M +10,690 +6%

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.