We are live on ! Find out more
FRT icon

Federal Realty Investment Trust

398 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

18% more capital invested

Capital invested by funds: $7.48B → $8.79B (+$1.31B)

17% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 124

3% more funds holding

Funds holding: 385398 (+13)

1.71% more ownership

Funds ownership: 94.88%96.59% (+1.7%)

4% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $15.6M

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
6.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
145
Reduced
124
Closed
44
Calls
$16.2M
Puts
$15.6M
Net Calls
+$589K
Net Calls Change
+$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$630K +$147K +1,291 +32%
MIM
227
Montgomery Investment Management
Maryland
$609K -$17K -150 -3%
ACM
228
AlphaCrest Capital Management
New York
$607K +$316K +2,788 +116%
TRSOTSOK
229
Teachers Retirement System of the State of Kentucky
Kentucky
$603K
NEI
230
Northwest & Ethical Investments
Ontario, Canada
$596K -$376K -3,311 -39%
MAM
231
Meeder Asset Management
Ohio
$588K +$227 +2 +0%
AQR Capital Management
232
AQR Capital Management
Connecticut
$546K +$114K +1,001 +27%
NMERB
233
New Mexico Educational Retirement Board
New Mexico
$545K +$11.4K +100 +2%
QC
234
Quadrature Capital
United Kingdom
$540K +$524K +4,612 New
KFA
235
Krane Funds Advisors
New York
$537K -$341K -3,008 -40%
Franklin Resources
236
Franklin Resources
California
$537K -$31.3K -276 -6%
RJFSA
237
Raymond James Financial Services Advisors
Florida
$537K -$14.2K -125 -3%
OAM
238
Oppenheimer Asset Management
New York
$524K +$223K +1,964 +78%
LSERS
239
Louisiana State Employees Retirement System
Louisiana
$516K +$11.4K +100 +2%
LMAM
240
Legg Mason Asset Management
Japan
$496K -$85.9K -757 -15%
SSB
241
Sandy Spring Bank
Maryland
$486K -$21.1K -186 -4%
KRS
242
Kentucky Retirement Systems
Kentucky
$483K -$46.1K -406 -9%
X
243
Xponance
Pennsylvania
$476K +$115K +1,009 +33%
KIA
244
KCM Investment Advisors
California
$451K -$13.4K -118 -3%
US Bancorp
245
US Bancorp
Minnesota
$439K +$14.1K +124 +3%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$429K -$23.2K -204 -5%
EI
247
Ethic Inc
New York
$415K -$38.4K -338 -9%
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$408K +$395K +3,481 New
TFA
249
Teamwork Financial Advisors
Texas
$404K -$36.8K -324 -9%
CIM
250
Contravisory Investment Management
Massachusetts
$403K +$390K +3,439 New

FRT Hedge Fund Activity: Q2 2021 in Review

398 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2021, worth a combined $8.79B — up 18% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FRT positions and 44 closed out — a net gain of 16 holders — while 145 added to existing stakes and 124 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $209M. The largest seller was Bank of New York Mellon, cutting an estimated $98.7M.

  • 398 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2021, up from 385 in Q1 2021.
  • Funds reported $8.79B of Federal Realty Investment Trust stock for Q2 2021, up 18% quarter-over-quarter.
  • 60 funds opened new Federal Realty Investment Trust positions in Q2 2021 and 44 closed out, a net change of +16 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2021 was Cohen & Steers, an estimated $209M added.
  • The largest Federal Realty Investment Trust seller in Q2 2021 was Bank of New York Mellon, an estimated $98.7M sold.

Based on aggregated 13F filings for Q2 2021.