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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
KAS
201
Kestra Advisory Services
Texas
$868K +$851K +8,411 New
JF
202
Jump Financial
Illinois
$832K -$1.6M -15,789 -66%
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$822K +$120K +1,188 +17%
AIP
204
Ameritas Investment Partners
Nebraska
$808K
FNFDCM
205
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$806K -$8.6K -85 -1%
JIC
206
Joel Isaacson & Co
New York
$805K
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$797K -$15.1K -149 -2%
ICA
208
Infrastructure Capital Advisors
New York
$786K +$580K +5,732 +291%
FPCP
209
Fort Point Capital Partners
California
$785K
IAA
210
Independent Advisor Alliance
North Carolina
$770K -$43.6K -431 -5%
FNT
211
First National Trust
Pennsylvania
$758K
AI
212
AXS Investments
New York
$756K +$749K +7,406 New
BHBT
213
Burke & Herbert Bank & Trust
Virginia
$749K
JWM
214
Jeppson Wealth Management
California
$722K +$2.53K +25 +0.4%
X
215
Xponance
Pennsylvania
$697K -$264K -2,615 -28%
NW
216
NewEdge Wealth
Pennsylvania
$693K +$20.1K +199 +3%
Creative Planning
217
Creative Planning
Kansas
$693K +$1.52K +15 +0.2%
MGP
218
Metis Global Partners
California
$663K +$28K +277 +4%
SFI
219
Susquehanna Fundamental Investments
Pennsylvania
$657K +$651K +6,437 New
SLAM
220
Swiss Life Asset Management
$652K +$645K +6,381 New
CIP
221
Chartwell Investment Partners
Pennsylvania
$651K -$656K -6,485 -50%
EI
222
Ethic Inc
New York
$641K +$19.5K +193 +3%
OPERF
223
Oregon Public Employees Retirement Fund
Oregon
$638K +$50.6K +500 +9%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$635K +$87.5K +865 +16%
PI
225
PFG Investments
New York
$619K -$25K -247 -4%

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.