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Federal Realty Investment Trust

449 hedge funds and large institutions have $8.12B invested in Federal Realty Investment Trust in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 159 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $7.02M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 159

0% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 44

0% less capital invested

Capital invested by funds: $8.12B → $8.12B (-$7.4M)

0% less funds holding

Funds holding: 451449 (-2)

0.79% less ownership

Funds ownership: 96.51%95.71% (-0.79%)

Holders
449
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
44
Increased
171
Reduced
159
Closed
44
Calls
$17.1M
Puts
$7.02M
Net Calls
+$10.1M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
51
Mitsubishi UFJ Asset Management
Japan
$16.5M +$1.44M +14,238 +10%
Robeco Institutional Asset Management
52
Robeco Institutional Asset Management
Netherlands
$15.6M +$3.61M +35,747 +31%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$15.6M -$861K -8,517 -5%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$15.1M +$2.02M +19,971 +16%
Swiss National Bank
55
Swiss National Bank
Switzerland
$14.8M +$40.4K +400 +0.3%
Marshall Wace
56
Marshall Wace
United Kingdom
$14.8M -$14.1M -139,428 -49%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$14.6M -$1.11M -10,935 -7%
CS
58
Credit Suisse
Switzerland
$14.5M -$758K -7,497 -5%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$14M -$354K -3,499 -2%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$13.1M -$2.73M -27,037 -17%
Axa
61
Axa
France
$12.8M +$649K +6,421 +5%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$12.5M +$751K +7,424 +6%
VLKIM
63
Van Lanschot Kempen Investment Management
Netherlands
$12.2M +$2.75M +27,227 +29%
Bank of Nova Scotia
64
Bank of Nova Scotia
Ontario, Canada
$12.2M +$11.5M +113,491 +1,949%
MYAM
65
Meiji Yasuda Asset Management
Japan
$12.1M -$551K -5,451 -4%
Barclays
66
Barclays
United Kingdom
$12.1M -$1.93M -19,055 -14%
RJA
67
Raymond James & Associates
Florida
$12M -$1.18M -11,637 -9%
AllianceBernstein
68
AllianceBernstein
Tennessee
$11.7M -$820K -8,109 -7%
Asset Management One
69
Asset Management One
Japan
$11.4M -$291K -2,875 -3%
Prudential Financial
70
Prudential Financial
New Jersey
$10.9M +$481K +4,752 +5%
Millennium Management
71
Millennium Management
New York
$10.5M -$22.9M -226,001 -69%
PHAM
72
Pacific Heights Asset Management
California
$10.2M
SSA
73
Schonfeld Strategic Advisors
New York
$10.2M -$4.22M -41,687 -30%
WHG
74
Westwood Holdings Group
Texas
$9.78M +$1.56M +15,389 +19%
GC
75
Guggenheim Capital
Illinois
$9.74M +$554K +5,476 +6%

FRT Hedge Fund Activity: Q1 2024 in Review

449 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2024, worth a combined $8.12B — down 0.09% from $8.12B a quarter earlier.

Fund positioning in FRT was balanced in Q1 2024: 44 funds opened new positions, 44 closed out, 171 added to existing stakes and 159 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $95.7M. The largest seller was Citadel Advisors, cutting an estimated $113M.

  • 449 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2024, down from 451 in Q4 2023.
  • Funds reported $8.12B of Federal Realty Investment Trust stock for Q1 2024, down 0.09% quarter-over-quarter.
  • 44 funds opened new Federal Realty Investment Trust positions in Q1 2024 and 44 closed out, a net change of 0 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2024 was JP Morgan Chase, an estimated $95.7M added.
  • The largest Federal Realty Investment Trust seller in Q1 2024 was Citadel Advisors, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2024.