We are live on ! Find out more
FRT icon

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
CRC
76
Curi RMB Capital
Illinois
$9.47M +$868K +8,583 +10%
State of New Jersey Common Pension Fund D
77
State of New Jersey Common Pension Fund D
New Jersey
$9.42M
Principal Financial Group
78
Principal Financial Group
Iowa
$8.82M +$151K +1,495 +2%
Amundi
79
Amundi
France
$8.59M +$1.21M +11,959 +16%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$8.55M -$1.59M -15,707 -15%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$8.26M -$50.3K -497 -0.6%
YCM
82
Yousif Capital Management
Michigan
$8M +$303K +2,994 +4%
AQR Capital Management
83
AQR Capital Management
Connecticut
$7.97M -$51.3K -507 -0.6%
Ameriprise
84
Ameriprise
Minnesota
$7.68M +$201K +1,986 +3%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$7.68M -$454K -4,493 -6%
MCM
86
Mattern Capital Management
Colorado
$7.42M +$619K +6,125 +9%
BNP Paribas Asset Management
87
BNP Paribas Asset Management
France
$7.39M -$683K -6,759 -9%
CCM
88
Cinctive Capital Management
New York
$7.36M +$5.52M +54,560 +311%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$7.35M -$726K -7,181 -9%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$7.2M +$454K +4,489 +7%
LPL Financial
91
LPL Financial
California
$6.91M +$1.39M +13,786 +26%
Stifel Financial
92
Stifel Financial
Missouri
$6.8M +$592K +5,859 +10%
Voloridge Investment Management
93
Voloridge Investment Management
Florida
$6.49M +$5.17M +51,141 +411%
LM
94
Lincluden Management
Ontario, Canada
$6.42M -$149K -1,478 -2%
DSA
95
Davis Selected Advisers
Arizona
$6.27M -$93K -920 -1%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$6.2M +$2.23K +22 +0%
LPC
97
Long Pond Capital
New York
$6.13M +$6.07M +60,000 New
Fisher Asset Management
98
Fisher Asset Management
Washington
$5.73M -$17.9K -177 -0.3%
Aberdeen Group
99
Aberdeen Group
United Kingdom
$5.6M +$687K +6,793 +14%
ERSOT
100
Employees Retirement System of Texas
Texas
$5.31M -$1.72M -17,000 -25%

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.