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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
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.11M -$33.6K -332 -1%
Daiwa Securities Group
127
Daiwa Securities Group
Japan
$3.02M +$298K +2,949 +11%
Fidelity International
128
Fidelity International
Bermuda
$3M
RAM
129
Resona Asset Management
Japan
$2.97M +$2.94M +29,093 New
LMGAM
130
Liberty Mutual Group Asset Management
Massachusetts
$2.92M
CWM
131
CIBC World Markets
New York
$2.8M -$462K -4,567 -14%
American Century Companies
132
American Century Companies
Missouri
$2.7M +$352K +3,482 +15%
CCIA
133
Campbell & Co Investment Adviser
Maryland
$2.53M +$461K +4,555 +23%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$2.48M -$90.4K -894 -4%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$2.45M -$744K -7,355 -23%
IIM
136
Intact Investment Management
Quebec, Canada
$2.39M
Mirae Asset Global Investments
137
Mirae Asset Global Investments
South Korea
$2.39M +$204K +2,022 +9%
Comerica Bank
138
Comerica Bank
Texas
$2.37M -$29.4K -291 -1%
JCM
139
Janney Capital Management
Pennsylvania
$2.35M -$4.61M -45,604 -67%
AG
140
AlTi Global
New York
$2.34M +$14.8K +146 +0.6%
PGFC
141
Peapack-Gladstone Financial Corp
New Jersey
$2.26M +$19.7K +195 +0.9%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$2.23M -$111K -1,099 -5%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$2.22M +$1.61M +15,914 +275%
QCM
144
Quantinno Capital Management
New York
$2.22M +$278K +2,752 +15%
PRC
145
Pearl River Capital
Michigan
$2.17M +$1.63M +16,073 +311%
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
$2.09M -$31.7K -313 -2%
ASRS
147
Arizona State Retirement System
Arizona
$2.06M -$32.6K -322 -2%
SOMRS
148
State of Michigan Retirement System
Michigan
$2.06M
AAS
149
Avantax Advisory Services
Texas
$2.03M +$125K +1,235 +7%
AIG
150
American International Group
New York
$1.97M -$5.36K -53 -0.3%

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.