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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
CWM
151
CIBC World Markets
New York
$2.95M +$2.24M +20,110 +361%
ZP
152
Zimmer Partners
New York
$2.87M +$2.79M +25,000 New
Aberdeen Group
153
Aberdeen Group
United Kingdom
$2.79M -$2.51M -22,473 -48%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$2.78M +$960K +8,600 +55%
VOYA Investment Management
155
VOYA Investment Management
Georgia
$2.78M -$189K -1,697 -7%
CCIA
156
Campbell & Co Investment Adviser
Maryland
$2.68M -$279K -2,504 -10%
AG
157
AlTi Global
New York
$2.61M -$223 -2 -0%
PGFC
158
Peapack-Gladstone Financial Corp
New Jersey
$2.59M +$5.58K +50 +0.2%
MIM
159
MetLife Investment Management
New Jersey
$2.53M -$40.4K -362 -2%
EP
160
Edgestream Partners
New Jersey
$2.52M +$252K +2,256 +11%
AAS
161
Avantax Advisory Services
Texas
$2.51M +$55.8K +500 +2%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$2.51M
VA
163
Vident Advisory
Georgia
$2.5M -$114K -1,021 -4%
NRD
164
Nebula Research & Development
New York
$2.49M +$2.42M +21,651 New
ASRS
165
Arizona State Retirement System
Arizona
$2.47M +$65.6K +588 +3%
Comerica Bank
166
Comerica Bank
Texas
$2.44M -$140K -1,252 -6%
LAM
167
LECAP Asset Management
United Kingdom
$2.44M +$1.01M +9,060 +75%
PD
168
Point72 (DIFC)
United Arab Emirates
$2.41M +$1.51M +13,518 +182%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$2.39M -$134K -1,201 -5%
SOMRS
170
State of Michigan Retirement System
Michigan
$2.35M
SMDAM
171
Sumitomo Mitsui DS Asset Management
Japan
$2.27M +$153K +1,367 +7%
Focus Partners Wealth
172
Focus Partners Wealth
Massachusetts
$2.27M +$16K +143 +0.7%
CCM
173
Cinctive Capital Management
New York
$2.26M +$2.2M +19,670 New
GCM
174
Graham Capital Management
Connecticut
$2.25M +$2.18M +19,530 New
DekaBank Deutsche Girozentrale
175
DekaBank Deutsche Girozentrale
Germany
$2.22M -$711K -6,371 -25%

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.