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.
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: 449 → 451 (+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: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$91.4M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$55.2M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$36.8M |
| 4 |
RIM
Rush Island Management
New York
|
+$31.6M |
| 5 |
Millennium Management
New York
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$64.5M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$63.1M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$59.5M |
| 4 |
AAMU
APG Asset Management US
New York
|
-$47.4M |
| 5 |
JP Morgan Chase
New York
|
-$35.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
476
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| – | -$73.9K | -734 | Closed |
|
|
NIC
477
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$51.1K | -500 | Closed |
|
|
BC
478
Brookfield Corp
Toronto,
Ontario, Canada
| – | -$47.5K | -465 | Closed |
|
|
LCM
479
Logan Capital Management
Newtown Square,
Pennsylvania
| – | -$20.6K | -202 | Closed |
|
|
CA
480
CoreCap Advisors
Southfield,
Michigan
| – | -$12.8K | -125 | Closed |
|
|
EC
481
Elequin Capital
New York
| – | -$10.1K | -99 | Closed |
|
|
TWP
482
TFO Wealth Partners
Maumee,
Ohio
| – | -$8.99K | -88 | Closed |
|
|
DSA
483
Davis Selected Advisers
Tucson,
Arizona
| – | -$4.04K | -40 | -0.1% |
|
|
JPWM
484
Jamison Private Wealth Management
Milton,
Georgia
| – | -$511 | -5 | Closed |
|
|
CTA
485
Colonial Trust Advisors
Spartanburg,
South Carolina
| – | -$204 | -2 | Closed |
|
|
JWA
486
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$103 | -1 | Closed |
|
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.