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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
VA
101
Vident Advisory
Georgia
$4.75M +$2.44M +24,134 +108%
SOADOR
102
State of Alaska Department of Revenue
Alaska
$4.75M +$24.7K +244 +0.5%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.71M -$401K -3,969 -8%
Osaic Holdings
104
Osaic Holdings
Arizona
$4.66M -$4.81M -47,597 -51%
SG Americas Securities
105
SG Americas Securities
New York
$4.6M +$2.6M +25,730 +133%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$4.43M +$16K +158 +0.4%
Royal London Asset Management
107
Royal London Asset Management
United Kingdom
$4.29M -$194K -1,915 -4%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$4.24M -$51.9K -513 -1%
XWM
109
Xcel Wealth Management
Florida
$4.1M -$58.1K -575 -1%
TAM
110
Trillium Asset Management
Massachusetts
$4.09M +$2.02M +20,008 +100%
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$4.03M
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$3.89M -$220K -2,176 -5%
HighTower Advisors
113
HighTower Advisors
Illinois
$3.73M -$72.3K -715 -2%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$3.69M +$24.3K +240 +0.7%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$3.52M -$366K -3,618 -10%
Squarepoint
116
Squarepoint
New York
$3.46M -$2.87M -28,390 -46%
KC
117
Kinloch Capital
Virginia
$3.46M +$648K +6,410 +23%
VanEck Associates
118
VanEck Associates
New York
$3.28M +$120K +1,184 +4%
UM
119
UniSuper Management
Australia
$3.25M +$805K +7,960 +33%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$3.23M +$77.9K +770 +2%
Pictet Asset Management
121
Pictet Asset Management
Switzerland
$3.2M +$142K +1,406 +5%
VAM
122
Vert Asset Management
California
$3.15M +$213K +2,109 +7%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$3.14M +$1.71M +16,945 +123%
SPS
124
Susquehanna Portfolio Strategies
Pennsylvania
$3.13M
Citadel Advisors
125
Citadel Advisors
Florida
$3.13M -$113M -1,119,619 -97%

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.