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.
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: 3 → 4 (+1)
17% more capital invested
Capital invested by funds: $7.98B → $9.34B (+$1.36B)
12% more funds holding
Funds holding: 451 → 504 (+53)
1.8% more ownership
Funds ownership: 95.32% → 97.12% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$63.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.6M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$55.4M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$44.4M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$43.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$244M |
| 2 |
RIM
Rush Island Management
New York
|
-$67.2M |
| 3 |
WCP
Waterfront Capital Partners
New York
|
-$31.3M |
| 4 |
Legal & General Group
London,
United Kingdom
|
-$24.6M |
| 5 |
Millennium Management
New York
|
-$13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HT
526
Headlands Technologies
Chicago,
Illinois
| – | -$20.3K | -201 | Closed |
|
|
NFSG
527
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$10.1K | -100 | Closed |
|
|
GIA
528
GHP Investment Advisors
Denver,
Colorado
| – | -$1.82K | -18 | Closed |
|
|
VNA
529
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -15 | Closed |
|
|
FNWA
530
Financial Network Wealth Advisors
Murray,
Utah
| – | -$808 | -8 | Closed |
|
|
DWA
531
Delos Wealth Advisors
Dallas,
Texas
| – | -$303 | -3 | Closed |
|
532
Group One Trading
Chicago,
Illinois
| – | -$112 | -1 | Closed |
|
|
HIA
533
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$101 | -1 | Closed |
|
|
RWM
534
Ruedi Wealth Management
Champaign,
Illinois
| – | -$101 | -1 | 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.