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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29B +$5.56M +55,046 +0.4%
BlackRock
2
BlackRock
New York
$843M +$2.18M +21,599 +0.3%
Norges Bank
3
Norges Bank
Norway
$730M +$1.34M +13,245 +0.2%
State Street
4
State Street
Massachusetts
$627M -$23.2M -230,311 -4%
JP Morgan Chase
5
JP Morgan Chase
New York
$476M -$35.7M -353,239 -7%
RC
6
Resolution Capital
Australia
$296M -$63.1M -625,125 -18%
Capital Research Global Investors
7
Capital Research Global Investors
California
$244M +$62.4K +618 +0%
Invesco
8
Invesco
Georgia
$209M +$2.42M +23,977 +1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$201M +$9.12M +90,395 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$197M +$7.18M +71,144 +4%
ProShare Advisors
11
ProShare Advisors
Maryland
$175M +$3.72M +36,880 +2%
RIM
12
Rush Island Management
New York
$162M +$31.6M +312,837 +24%
Charles Schwab
13
Charles Schwab
California
$122M +$2.1M +20,842 +2%
Deutsche Bank
14
Deutsche Bank
Germany
$118M +$91.4M +905,400 +348%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$115M +$902K +8,933 +0.8%
Morgan Stanley
16
Morgan Stanley
New York
$96.5M +$6.52M +64,591 +7%
Legal & General Group
17
Legal & General Group
United Kingdom
$95.3M -$907K -8,987 -0.9%
Wells Fargo
18
Wells Fargo
California
$88.9M -$2.27M -22,499 -2%
CCMG
19
Clark Capital Management Group
Pennsylvania
$83.1M -$3.83M -37,983 -4%
Northern Trust
20
Northern Trust
Illinois
$74M -$256K -2,532 -0.3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$66.9M -$2.77M -27,469 -4%
WHG
22
Westwood Holdings Group
Texas
$64.9M +$55.2M +546,711 +571%
N
23
Nuveen
North Carolina
$54M +$1.84M +18,213 +4%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$51.7M +$36.8M +365,070 +248%
VF
25
Vest Financial
Virginia
$43.4M +$6.97M +69,059 +19%

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.