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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$12.7M -$382K -3,419 -3%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$12.5M +$2.54M +22,737 +26%
Squarepoint
78
Squarepoint
New York
$11.6M +$3.74M +33,520 +50%
CIM
79
Centersquare Investment Management
Pennsylvania
$11.6M
PHAM
80
Pacific Heights Asset Management
California
$11.5M
AQR Capital Management
81
AQR Capital Management
Connecticut
$11.4M +$1.18M +10,549 +12%
GC
82
Guggenheim Capital
Illinois
$11.4M +$1.07M +9,589 +11%
CRC
83
Curi RMB Capital
Illinois
$11.2M +$227K +2,038 +2%
Principal Financial Group
84
Principal Financial Group
Iowa
$10.7M +$837K +7,501 +9%
ECM
85
ExodusPoint Capital Management
New York
$10M -$1.68M -15,066 -15%
CSS
86
Cubist Systematic Strategies
Connecticut
$9.97M +$5.3M +47,460 +121%
WCP
87
Waterfront Capital Partners
New York
$9.6M -$31.3M -280,641 -77%
Marshall Wace
88
Marshall Wace
United Kingdom
$9.48M -$12.6M -112,532 -58%
BNP Paribas Asset Management
89
BNP Paribas Asset Management
France
$9.37M +$1.17M +10,456 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
90
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.27M +$7.72M +69,144 +601%
Ameriprise
91
Ameriprise
Minnesota
$9.2M +$3.8M +34,008 +74%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$9.19M +$777K +6,962 +10%
Prudential Financial
93
Prudential Financial
New Jersey
$9.11M -$1.57M -14,093 -15%
YCM
94
Yousif Capital Management
Michigan
$8.69M -$104K -936 -1%
Verition Fund Management
95
Verition Fund Management
Connecticut
$8.63M -$1.15M -10,317 -12%
MCM
96
Mattern Capital Management
Colorado
$8.34M -$8.04K -72 -0.1%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$8.2M -$1.63M -14,570 -17%
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$8.19M -$355K -3,181 -4%
LPL Financial
99
LPL Financial
California
$8.15M -$68.7K -616 -0.9%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$7.65M -$1.18M -10,607 -14%

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.