We are live on ! Find out more
FRT icon

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.

New
Increased
Maintained
Reduced
Closed

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: 449451 (+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: 43 (-1)

Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
47
Increased
173
Reduced
151
Closed
36
Calls
$18.5M
Puts
$8.75M
Net Calls
+$9.78M
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$8.69M -$4.28M -42,384 -33%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$8.68M -$60.9K -603 -0.7%
Principal Financial Group
78
Principal Financial Group
Iowa
$8.66M -$56K -555 -0.6%
Verition Fund Management
79
Verition Fund Management
Connecticut
$8.62M +$8.23M +81,561 +2,158%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$7.79M +$672K +6,654 +9%
YCM
81
Yousif Capital Management
Michigan
$7.73M -$186K -1,839 -2%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$7.54M -$24M -238,245 -76%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$7.51M -$80.3K -796 -1%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$7.47M +$202K +2,001 +3%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$7.36M -$798K -7,910 -10%
MCM
86
Mattern Capital Management
Colorado
$7.33M -$13.4K -133 -0.2%
LPL Financial
87
LPL Financial
California
$7.22M +$391K +3,870 +6%
BNP Paribas Asset Management
88
BNP Paribas Asset Management
France
$7.22M -$90.4K -896 -1%
Squarepoint
89
Squarepoint
New York
$6.81M +$3.38M +33,502 +99%
Stifel Financial
90
Stifel Financial
Missouri
$6.59M -$131K -1,294 -2%
VLKIM
91
Van Lanschot Kempen Investment Management
Netherlands
$6.3M -$5.78M -57,231 -48%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$6.17M -$3.14M -31,132 -34%
LM
93
Lincluden Management
Ontario, Canada
$6.04M -$308K -3,050 -5%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$5.97M -$157K -1,557 -3%
GIA
95
Gateway Investment Advisers
Ohio
$5.86M +$5.86M +58,084 New
Fisher Asset Management
96
Fisher Asset Management
Washington
$5.67M +$3.53K +35 +0.1%
MCM
97
Masterton Capital Management
New York
$4.86M -$13.3M -131,600 -73%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$4.84M +$148K +1,467 +3%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$4.73M +$883K +8,749 +23%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$4.72M -$811K -8,035 -15%

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.