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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.3B +$19.6M +193,740 +2%
BlackRock
2
BlackRock
New York
$850M +$16M +158,500 +2%
Norges Bank
3
Norges Bank
Norway
$737M +$173K +1,710 +0%
State Street
4
State Street
Massachusetts
$658M -$50M -494,348 -7%
JP Morgan Chase
5
JP Morgan Chase
New York
$518M +$95.7M +945,965 +23%
RC
6
Resolution Capital
Australia
$363M +$49.2M +486,266 +16%
Capital Research Global Investors
7
Capital Research Global Investors
California
$246M +$124K +1,226 +0.1%
Invesco
8
Invesco
Georgia
$209M +$2.21M +21,835 +1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$194M +$55.4M +547,907 +40%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$192M +$5.4M +53,437 +3%
ProShare Advisors
11
ProShare Advisors
Maryland
$173M -$11.8M -116,901 -6%
RIM
12
Rush Island Management
New York
$132M +$56.3M +557,080 +75%
Charles Schwab
13
Charles Schwab
California
$121M +$2.94M +29,039 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$115M +$2.99M +29,600 +3%
Legal & General Group
15
Legal & General Group
United Kingdom
$97.3M -$194K -1,919 -0.2%
Wells Fargo
16
Wells Fargo
California
$92.2M +$3.18M +31,442 +4%
Morgan Stanley
17
Morgan Stanley
New York
$91M -$102M -1,010,333 -53%
CCMG
18
Clark Capital Management Group
Pennsylvania
$87.9M +$2.48M +24,537 +3%
UBS AM
19
UBS AM
Illinois
$76.4M +$2.04M +20,182 +3%
Northern Trust
20
Northern Trust
Illinois
$75.1M -$1.79M -17,732 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$70.5M -$2.98M -29,516 -4%
PI
22
PGGM Investments
Netherlands
$61.4M +$109K +1,074 +0.2%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$53.3M +$1.08M +10,700 +2%
N
24
Nuveen
North Carolina
$52.7M +$9.7M +95,912 +23%
AAMU
25
APG Asset Management US
New York
$47.4M

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.