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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
TCM
501
Tradewinds Capital Management
Washington
$345
FPFS
502
First Personal Financial Services
North Carolina
$115 +$112 +1 New
WA
503
WestEnd Advisors
North Carolina
$115 +$112 +1 New
Capital Research Global Investors
504
Capital Research Global Investors
California
-$244M -2,413,197 Closed
GIA
505
Gateway Investment Advisers
Ohio
-$5.86M -58,084 Closed
Royal London Asset Management
506
Royal London Asset Management
United Kingdom
-$4.35M -43,101 Closed
MG
507
Marex Group
-$1.8M -17,800 Closed
Walleye Trading
508
Walleye Trading
New York
-$1.59M -14,248 Closed
MFS
509
Mirabella Financial Services
United Kingdom
-$1.33M -13,214 Closed
KAS
510
Kestra Advisory Services
Texas
-$897K -8,788 Closed
FNT
511
First National Trust
Pennsylvania
-$750K -7,424 Closed
SPS
512
Susquehanna Portfolio Strategies
Pennsylvania
-$680K -6,737 Closed
RB
513
Rodgers Brothers
Pennsylvania
-$573K -5,675 Closed
JFG
514
Jefferies Financial Group
New York
-$516K -5,112 Closed
WAAG
515
Wealth Alliance Advisory Group
Kansas
-$461K -4,568 Closed
BCM
516
Bayesian Capital Management
New York
-$388K -3,847 Closed
Aviva
517
Aviva
United Kingdom
-$311K -3,080 Closed
DM
518
Deerfield Management
New York
-$255K -2,521 Closed
LMIM
519
Lockheed Martin Investment Management
Maryland
-$235K -2,330 Closed
TSS
520
Two Sigma Securities
New York
-$223K -2,212 Closed
WAM
521
Weiss Asset Management
Massachusetts
-$212K -2,100 Closed
ATPW
522
Ashton Thomas Private Wealth
Arizona
-$96.1K -952 Closed
PI
523
PEAK6 Investments
Illinois
-$81.9K -811 Closed
MIFH
524
Migdal Insurance & Financial Holdings
Israel
-$40K -402 Closed
TFF
525
The Family Firm
Maryland
-$33K -327 Closed

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.