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Federal Realty Investment Trust

451 hedge funds and large institutions have $7.98B invested in Federal Realty Investment Trust in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 151 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $8.75M

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

15% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 151

0% more funds holding

Funds holding: 449451 (+2)

0.39% less ownership

Funds ownership: 95.71%95.32% (-0.39%)

2% less capital invested

Capital invested by funds: $8.12B → $7.98B (-$133M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
47
Increased
173
Reduced
151
Closed
36
Calls
$18.5M
Puts
$8.75M
Net Calls
+$9.78M
Net Calls Change
-$315K
Name Holding Trade Value Shares
Change
Change in
Stake
IG
201
ING Group
Netherlands
$1.01M -$2.02K -20 -0.2%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$1,000K -$76.1K -754 -7%
NAM
203
Nissay Asset Management
Japan
$993K +$69.9K +693 +8%
SOAMC
204
Spirit of America Management Corp
New York
$979K -$242K -2,400 -20%
M&T Bank
205
M&T Bank
New York
$971K -$81.6K -809 -8%
First Trust Advisors
206
First Trust Advisors
Illinois
$960K -$11.6K -115 -1%
MOACM
207
Mutual of America Capital Management
New York
$951K -$22K -218 -2%
EGM
208
Engineers Gate Manager
New York
$923K +$530K +5,249 +135%
KAS
209
Kestra Advisory Services
Texas
$897K +$38K +377 +4%
LIG
210
Lokken Investment Group
Delaware
$893K +$893K +8,847 New
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$833K +$20.1K +199 +2%
MM
212
MQS Management
New York
$831K +$831K +8,235 New
AIP
213
Ameritas Investment Partners
Nebraska
$799K
N
214
Natixis
France
$798K -$512K -5,071 -39%
JIC
215
Joel Isaacson & Co
New York
$796K
FNFDCM
216
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$794K -$3.53K -35 -0.4%
FPCP
217
Fort Point Capital Partners
California
$776K
TSMHT
218
Thurston Springer Miller Herd & Titak
Indiana
$753K +$753K +7,461 New
PD
219
Point72 (DIFC)
United Arab Emirates
$752K +$751K +7,444 New
FNT
220
First National Trust
Pennsylvania
$750K
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$743K -$44.8K -444 -6%
MGP
222
Metis Global Partners
California
$741K +$85.1K +843 +13%
BHBT
223
Burke & Herbert Bank & Trust
Virginia
$741K
Credit Agricole
224
Credit Agricole
France
$732K +$281K +2,787 +62%
JWM
225
Jeppson Wealth Management
California
$713K -$1.21K -12 -0.2%

FRT Hedge Fund Activity: Q2 2024 in Review

451 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2024, worth a combined $7.98B — down 1.6% from $8.12B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FRT positions and 36 closed out — a net gain of 11 holders — while 173 added to existing stakes and 151 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $91.4M. The largest seller was UBS AM, cutting an estimated $64.5M.

  • 451 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2024, up from 449 in Q1 2024.
  • Funds reported $7.98B of Federal Realty Investment Trust stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 47 funds opened new Federal Realty Investment Trust positions in Q2 2024 and 36 closed out, a net change of +11 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2024 was Deutsche Bank, an estimated $91.4M added.
  • The largest Federal Realty Investment Trust seller in Q2 2024 was UBS AM, an estimated $64.5M sold.

Based on aggregated 13F filings for Q2 2024.