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Federal Realty Investment Trust

490 hedge funds and large institutions have $9.53B invested in Federal Realty Investment Trust in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 207 increasing their positions, 144 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $18M | Put options by funds: $5.03M

44% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 144

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3.08% more ownership

Funds ownership: 97.12%100.19% (+3.1%)

2% more capital invested

Capital invested by funds: $9.34B → $9.53B (+$186M)

10% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 72

3% less funds holding

Funds holding: 504490 (-14)

Holders
490
Holders Change
-14
Holders Change %
-2.78%
% of All Funds
6.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
65
Increased
207
Reduced
144
Closed
72
Calls
$18M
Puts
$5.03M
Net Calls
+$13M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$7.39M -$31.2K -276 -0.4%
SCM
102
Sophron Capital Management
New Jersey
$7.03M +$7.1M +62,806 New
DSA
103
Davis Selected Advisers
Arizona
$6.72M -$50.9K -450 -0.7%
Retirement Systems of Alabama
104
Retirement Systems of Alabama
Alabama
$6.72M +$76K +672 +1%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$6.54M -$45.9K -406 -0.7%
LM
106
Lincluden Management
Ontario, Canada
$6.53M -$157K -1,388 -2%
Pictet Asset Management
107
Pictet Asset Management
Switzerland
$6.46M -$77.2K -683 -1%
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$6.45M -$2.52M -22,259 -28%
Prudential Financial
109
Prudential Financial
New Jersey
$6.37M -$2.53M -22,371 -28%
Fisher Asset Management
110
Fisher Asset Management
Washington
$6.28M +$2.49K +22 +0%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$5.53M +$154K +1,365 +3%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.51M +$82.5K +730 +2%
NFT
113
Nan Fung Trinity
Hong Kong
$5.45M -$113K -1,000 -2%
CCM
114
Cinctive Capital Management
New York
$5.09M +$2.92M +25,813 +131%
IIM
115
Intact Investment Management
Quebec, Canada
$5.02M -$71.2K -630 -1%
RAM
116
Resona Asset Management
Japan
$5.01M +$464K +4,105 +10%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.89M +$1.46M +12,927 +42%
Macquarie Group
118
Macquarie Group
Australia
$4.88M -$23.8M -210,624 -82%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$4.69M +$1.19M +10,498 +33%
APG Asset Management
120
APG Asset Management
Netherlands
$4.62M +$4.83M +42,700 New
TAM
121
Trillium Asset Management
Massachusetts
$4.6M -$189K -1,676 -4%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$4.58M -$25.3K -224 -0.5%
Aberdeen Group
123
Aberdeen Group
United Kingdom
$4.3M +$1.61M +14,273 +59%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$4.3M -$201K -1,774 -4%
Franklin Resources
125
Franklin Resources
California
$4.26M +$2.89M +25,551 +204%

FRT Hedge Fund Activity: Q4 2024 in Review

490 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2024, worth a combined $9.53B — up 2% from $9.34B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of FRT and 65 opened new positions — a net loss of 7 holders — while 144 trimmed existing stakes and 207 added.

The largest buyer was Centersquare Investment Management, adding an estimated $106M. The largest seller was JP Morgan Chase, cutting an estimated $31.7M.

  • 490 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2024, down from 504 in Q3 2024.
  • Funds reported $9.53B of Federal Realty Investment Trust stock for Q4 2024, up 2% quarter-over-quarter.
  • 65 funds opened new Federal Realty Investment Trust positions in Q4 2024 and 72 closed out, a net change of -7 holders.
  • The largest Federal Realty Investment Trust buyer in Q4 2024 was Centersquare Investment Management, an estimated $106M added.
  • The largest Federal Realty Investment Trust seller in Q4 2024 was JP Morgan Chase, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2024.