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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.47B +$4.04M +36,235 +0.3%
BlackRock
2
BlackRock
New York
$967M +$7.06M +63,234 +0.8%
Norges Bank
3
Norges Bank
Norway
$831M +$339K +3,041 +0%
State Street
4
State Street
Massachusetts
$703M -$3.38M -30,306 -0.5%
JP Morgan Chase
5
JP Morgan Chase
New York
$562M +$18.8M +168,885 +4%
RC
6
Resolution Capital
Australia
$360M +$22.6M +202,467 +7%
Invesco
7
Invesco
Georgia
$248M +$10.3M +92,007 +4%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$225M -$3.78M -33,894 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$225M +$799K +7,160 +0.4%
ProShare Advisors
10
ProShare Advisors
Maryland
$192M -$6.5M -58,200 -3%
Deutsche Bank
11
Deutsche Bank
Germany
$159M +$23.8M +213,698 +18%
Charles Schwab
12
Charles Schwab
California
$143M +$4.71M +42,209 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$131M -$235K -2,102 -0.2%
Morgan Stanley
14
Morgan Stanley
New York
$118M +$7.73M +69,298 +7%
RIM
15
Rush Island Management
New York
$116M -$67.2M -601,830 -37%
WHG
16
Westwood Holdings Group
Texas
$109M +$33.7M +302,317 +47%
Wells Fargo
17
Wells Fargo
California
$99.8M -$1.41M -12,650 -1%
CCMG
18
Clark Capital Management Group
Pennsylvania
$92.4M -$2.13M -19,056 -2%
CIMLRA
19
CBRE Investment Management Listed Real Assets
Pennsylvania
$86.4M +$44.4M +397,430 +112%
Legal & General Group
20
Legal & General Group
United Kingdom
$83.2M -$24.6M -220,202 -23%
Northern Trust
21
Northern Trust
Illinois
$81.9M -$2.34M -20,994 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$73.7M -$2.41M -21,636 -3%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$70.3M +$63.8M +572,008 +1,464%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$70.1M +$10.9M +97,242 +19%
UBS AM
25
UBS AM
Illinois
$69.5M +$55.4M +496,129 +456%

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.