We are live on ! Find out more
FRT icon

Federal Realty Investment Trust
FRT

288 hedge funds and large institutions have $6.5B invested in Federal Realty Investment Trust in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $3.33M

2.65% more ownership

Funds ownership: 94.95% → 97.6% (+2.6%)

1% more capital invested

Capital invested by funds: $6.42B → $6.5B (+$74.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 295 → 288 (-7)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

22% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 119

Holders
288
Holders Change
-7
Holders Change %
-2.37%
% of All Funds
9.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
93
Reduced
119
Closed
33
Calls
$5.34M
Puts
$3.33M
Net Calls
+$2.01M
Net Calls Change
+$2.83M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$251M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$48.5M
3
Norges Bank
Norges Bank
Norway
+$44.1M
4
American Century Companies
American Century Companies
Missouri
+$42.5M
5
Invesco
Invesco
Georgia
+$39M

Top Sellers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
-$43.3M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$31M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.7M
4
BFA
BlackRock Fund Advisors
California
-$23.2M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
226
Truist Financial
North Carolina
$336K +$1.02K +10 +0.3%
TD Asset Management
227
TD Asset Management
Ontario, Canada
$334K +$51.2K +500 +18%
PFC
228
Phocas Financial Corp
California
$321K -$10.1K -99 -3%
RA
229
Rational Advisors
New York
$290K -$169K -1,646 -37%
SCM
230
SOL Capital Management
Maryland
$271K – – –
LI
231
Lafayette Investments
Maryland
$254K – – –
MCM
232
Maryland Capital Management
Maryland
$254K – – –
CAN
233
Cetera Advisor Networks
California
$250K +$253K +2,475 New
ISL
234
Ingalls & Snyder LLC
New York
$248K – – –
WA
235
Whitebox Advisors
Minnesota
$243K +$246K +2,400 New
SCM
236
Stux Capital Management
New York
$233K -$20.5K -200 -8%
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$230K -$633K -6,180 -73%
V
238
Veritable
Delaware
$228K -$31.1K -304 -12%
PFS
239
Prospera Financial Services
Texas
$227K +$20.5K +200 +10%
CG
240
Clinton Group
New York
$227K +$229K +2,236 New
ACM
241
Adelante Capital Management
California
$223K -$25.6K -250 -10%
SCA
242
SAC Capital Advisors
Connecticut
$223K +$225K +2,200 New
TWI
243
Thomas White International
Illinois
$218K – – –
MA
244
Montag & Associates
Georgia
$214K – – –
PIM
245
Penobscot Investment Management
Massachusetts
$213K – – –
1GA
246
1st Global Advisors
Texas
$212K +$214K +2,087 New
SAM
247
Silvercrest Asset Management
New York
$203K – – –
Schroder Investment Management Group
248
Schroder Investment Management Group
United Kingdom
$202K +$204K +1,995 New
FMW
249
Farr Miller & Washington
District of Columbia
$202K – – –
DILH
250
Dai-ichi Life Holdings
Japan
$196K – – –
8 9
10
11 12

FRT Hedge Fund Activity: Q3 2013 in Review

288 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2013, worth a combined $6.5B — up 1.2% from $6.42B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FRT and 27 opened new positions — a net loss of 6 holders — while 119 trimmed existing stakes and 93 added.

The largest buyer was Cohen & Steers, adding an estimated $251M. The largest seller was BlackRock Institutional Trust, cutting an estimated $43.3M.

  • 288 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2013, down from 295 in Q2 2013.
  • Funds reported $6.5B of Federal Realty Investment Trust stock for Q3 2013, up 1.2% quarter-over-quarter.
  • 27 funds opened new Federal Realty Investment Trust positions in Q3 2013 and 33 closed out, a net change of -6 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2013 was Cohen & Steers, an estimated $251M added.
  • The largest Federal Realty Investment Trust seller in Q3 2013 was BlackRock Institutional Trust, an estimated $43.3M sold.

Based on aggregated 13F filings for Q3 2013.