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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
AG
151
Algert Global
California
$1.89M +$231K +2,280 +14%
DB
152
Danske Bank
Denmark
$1.86M +$1.84M +18,199 New
NYLIM
153
New York Life Investment Management
New York
$1.84M -$57.9K -573 -3%
Franklin Resources
154
Franklin Resources
California
$1.83M +$61.9K +612 +4%
SMDAM
155
Sumitomo Mitsui DS Asset Management
Japan
$1.78M +$469K +4,641 +36%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$1.77M -$1.13M -11,153 -39%
MIM
157
MetLife Investment Management
New Jersey
$1.77M -$64K -633 -4%
1832 Asset Management
158
1832 Asset Management
Ontario, Canada
$1.77M -$243K -2,400 -12%
BCP
159
Blackhawk Capital Partners
Wisconsin
$1.76M -$394K -3,900 -18%
MML Investors Services
160
MML Investors Services
Massachusetts
$1.7M +$55.2K +546 +3%
KNW
161
Kesler Norman & Wride
Utah
$1.65M -$159K -1,572 -9%
O
162
Ossiam
France
$1.61M +$773K +7,644 +94%
SPIA
163
Steward Partners Investment Advisory
New York
$1.6M -$15.6K -154 -1%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$1.6M -$787K -7,782 -33%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$1.59M
AB
166
Amalgamated Bank
New York
$1.59M -$722K -7,140 -31%
LIMS
167
Lasalle Investment Management Securities
Maryland
$1.58M
Kayne Anderson Rudnick Investment Management
168
Kayne Anderson Rudnick Investment Management
California
$1.56M +$91.7K +907 +6%
TPSF
169
Texas Permanent School Fund
Texas
$1.55M +$63.4K +627 +4%
SCI
170
Stableford Capital II
Arizona
$1.53M +$526K +5,203 +53%
Truist Financial
171
Truist Financial
North Carolina
$1.47M +$682K +6,747 +88%
Brown Advisory
172
Brown Advisory
Maryland
$1.47M +$257K +2,546 +22%
QC
173
Quadrature Capital
United Kingdom
$1.44M -$633K -6,262 -31%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
174
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.43M -$4.68M -46,270 -77%
URS
175
Utah Retirement Systems
Utah
$1.43M

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.