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Federal Realty Investment Trust

406 hedge funds and large institutions have $8.98B invested in Federal Realty Investment Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 143

0% more capital invested

Capital invested by funds: $8.95B → $8.98B (+$28.3M)

0.06% more ownership

Funds ownership: 96.53%96.59% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 408406 (-2)

54% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $21.5M

Holders
406
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
145
Reduced
143
Closed
29
Calls
$9.89M
Puts
$21.5M
Net Calls
-$11.6M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
251
Pacer Advisors
Pennsylvania
$594K +$61.5K +484 +11%
RCM
252
Riverhead Capital Management
Delaware
$591K -$6.35K -50 -1%
MIH
253
Meitav Investment House
Israel
$583K -$314K -2,476 -35%
PFC
254
Phocas Financial Corp
California
$582K
SSB
255
Sandy Spring Bank
Maryland
$569K -$6.35K -50 -1%
AA
256
ALPS Advisors
Colorado
$565K -$33.7K -265 -6%
TRCT
257
Tower Research Capital (TRC)
New York
$550K -$23.5K -185 -4%
LSERS
258
Louisiana State Employees Retirement System
Louisiana
$544K
AIL
259
AGF Investments LLC
Ontario, Canada
$531K -$170K -1,339 -24%
ARMT
260
Amica Retiree Medical Trust
Rhode Island
$519K +$476K +3,750 +1,056%
RB
261
Rodgers Brothers
Pennsylvania
$514K +$254 +2 +0%
TAM
262
Tyers Asset Management
Texas
$512K -$11.2K -88 -2%
ERSOT
263
Employees Retirement System of Texas
Texas
$506K -$899K -7,076 -64%
LPL Financial
264
LPL Financial
California
$502K +$131K +1,035 +35%
CCM
265
Cadence Capital Management
Massachusetts
$497K -$28.3K -223 -5%
OI
266
Oakbrook Investments
Illinois
$496K +$146K +1,150 +42%
SPIA
267
Steward Partners Investment Advisory
New York
$486K +$59.1K +465 +14%
DTL
268
Dynamic Technology Lab
Singapore
$485K +$93K +732 +24%
RJFSA
269
Raymond James Financial Services Advisors
Florida
$466K +$39.9K +314 +9%
BFM
270
Boothbay Fund Management
New York
$459K -$145K -1,145 -24%
Public Sector Pension Investment Board (PSP Investments)
271
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$439K -$63.5K -500 -13%
CSS
272
Cubist Systematic Strategies
Connecticut
$433K +$98.9K +779 +29%
AAM
273
Advisors Asset Management
Colorado
$428K +$184K +1,450 +75%
AIA
274
AIMZ Investment Advisors
California
$417K
UH
275
Unigestion Holding
Switzerland
$417K

FRT Hedge Fund Activity: Q3 2018 in Review

406 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2018, worth a combined $8.98B — up 0.32% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FRT positions and 29 closed out — a net gain of 1 holder — while 145 added to existing stakes and 143 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $100M. The largest seller was Heitman Real Estate Securities, cutting an estimated $49.8M.

  • 406 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2018, down from 408 in Q2 2018.
  • Funds reported $8.98B of Federal Realty Investment Trust stock for Q3 2018, up 0.32% quarter-over-quarter.
  • 30 funds opened new Federal Realty Investment Trust positions in Q3 2018 and 29 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q3 2018 was JP Morgan Chase, an estimated $100M added.
  • The largest Federal Realty Investment Trust seller in Q3 2018 was Heitman Real Estate Securities, an estimated $49.8M sold.

Based on aggregated 13F filings for Q3 2018.