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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
Holocene Advisors
126
Holocene Advisors
New York
$4.49M +$4.36M +39,026 New
TC
127
TwinBeech Capital
New York
$4.39M +$3.85M +34,476 +927%
Brown Advisory
128
Brown Advisory
Maryland
$4.36M +$2.51M +22,476 +146%
Osaic Holdings
129
Osaic Holdings
Arizona
$4.35M -$583K -5,228 -12%
EGM
130
Engineers Gate Manager
New York
$4.32M +$3.17M +28,449 +311%
XWM
131
Xcel Wealth Management
Florida
$4.28M -$319K -2,860 -7%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$4.14M +$16.7K +150 +0.4%
Fidelity International
133
Fidelity International
Bermuda
$4.08M +$92.7K +831 +2%
VanEck Associates
134
VanEck Associates
New York
$4.05M +$446K +3,992 +13%
UM
135
UniSuper Management
Australia
$4M +$95K +851 +3%
HighTower Advisors
136
HighTower Advisors
Illinois
$3.98M +$496K +4,441 +15%
LMGAM
137
Liberty Mutual Group Asset Management
Massachusetts
$3.86M +$565K +5,066 +18%
KC
138
Kinloch Capital
Virginia
$3.79M -$109K -978 -3%
Daiwa Securities Group
139
Daiwa Securities Group
Japan
$3.75M +$277K +2,481 +8%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$3.61M +$186K +1,664 +6%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$3.61M -$114K -1,025 -3%
YIH
142
Y-Intercept (HK)
Hong Kong
$3.6M +$2.34M +20,924 +202%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.54M -$21.3K -191 -0.6%
QCM
144
Quantinno Capital Management
New York
$3.43M +$622K +5,575 +23%
VAM
145
Vert Asset Management
California
$3.38M +$31.2K +280 +1%
Los Angeles Capital Management
146
Los Angeles Capital Management
California
$3.35M +$3.01M +26,970 +1,245%
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$3.18M -$172K -1,544 -5%
American Century Companies
148
American Century Companies
Missouri
$3.16M -$81.1K -727 -3%
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
$3.03M -$7.6M -68,070 -72%
Point72 Asset Management
150
Point72 Asset Management
Connecticut
$3.01M +$2.59M +23,195 +772%

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.