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Federal Realty Investment Trust
FRT

397 hedge funds and large institutions have $8.92B invested in Federal Realty Investment Trust in 2022 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 121 increasing their positions, 106 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

92% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 66

52% more call options, than puts

Call options by funds: $7.08M | Put options by funds: $4.66M

21.59% more ownership

Funds ownership: 71.81% → 93.4% (+22%)

18% more capital invested

Capital invested by funds: $7.54B → $8.92B (+$1.38B)

16% more funds holding

Funds holding: 341 → 397 (+56)

14% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 106

Holders
397
Holders Change
+56
Holders Change %
+16.42%
% of All Funds
6.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
127
Increased
121
Reduced
106
Closed
66
Calls
$7.08M
Puts
$4.66M
Net Calls
+$2.43M
Net Calls Change
+$3.68M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.49B
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$134M
3
Cohen & Steers
Cohen & Steers
New York
+$120M
4
N
Natixis
France
+$80.3M
5
Invesco
Invesco
Georgia
+$63.1M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$112M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$61.3M
3
BlackRock
BlackRock
New York
-$34.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.4M
5
CGM
Capital Growth Management
Massachusetts
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$388K +$40.6K +330 +12%
PSP
252
Principal Street Partners
Tennessee
$384K -$4.06K -33 -1%
Two Sigma Advisers
253
Two Sigma Advisers
New York
$378K +$382K +3,100 New
T
254
TOBAM
France
$377K -$133K -1,077 -26%
IMRF
255
Illinois Municipal Retirement Fund
Illinois
$355K +$358K +2,906 New
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$352K +$355K +2,886 New
NMIMC
257
Northwestern Mutual Investment Management Company
Wisconsin
$344K +$347K +2,815 New
FG
258
Fiduciary Group
Georgia
$335K -$11.1K -90 -3%
GIA
259
Gladstone Institutional Advisory
Florida
$335K +$338K +2,745 New
Creative Planning
260
Creative Planning
Kansas
$334K +$141K +1,142 +72%
TSS
261
Two Sigma Securities
New York
$330K +$53.8K +437 +19%
SAM
262
Strategy Asset Managers
California
$330K +$333K +2,702 New
SSW
263
Smith Shellnut Wilson
Mississippi
$327K +$2.22K +18 +0.7%
SS
264
Simplicity Solutions
Minnesota
$324K +$327K +2,654 New
HWM
265
Holloway Wealth Management
Florida
$316K – – –
EGM
266
Engineers Gate Manager
New York
$313K +$135K +1,097 +75%
Cambridge Investment Research Advisors
267
Cambridge Investment Research Advisors
Iowa
$309K +$616 +5 +0.2%
MAM
268
Meeder Asset Management
Ohio
$305K +$18.7K +152 +6%
IF
269
Insight Folios
North Carolina
$303K +$26K +211 +9%
KeyBank National Association
270
KeyBank National Association
Ohio
$295K +$739 +6 +0.2%
Mitsubishi UFJ Trust & Banking
271
Mitsubishi UFJ Trust & Banking
Japan
$289K -$271K -2,202 -48%
KFS
272
Kaizen Financial Strategies
California
$275K +$277K +2,251 New
RCM
273
RB Capital Management
Nevada
$272K +$274K +2,226 New
PIA
274
Powell Investment Advisors
Florida
$269K – – –
MG
275
Mather Group
Illinois
$265K +$1.11K +9 +0.4%
9 10
11
12 13

FRT Hedge Fund Activity: Q1 2022 in Review

397 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2022, worth a combined $8.92B — up 18% from $7.54B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new FRT positions and 66 closed out — a net gain of 61 holders — while 121 added to existing stakes and 106 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.49B. The largest seller was Zimmer Partners, exiting entirely with an estimated $112M sold.

  • 397 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2022, up from 341 in Q4 2021.
  • Funds reported $8.92B of Federal Realty Investment Trust stock for Q1 2022, up 18% quarter-over-quarter.
  • 127 funds opened new Federal Realty Investment Trust positions in Q1 2022 and 66 closed out, a net change of +61 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2022 was Vanguard Group, an estimated $1.49B added.
  • The largest Federal Realty Investment Trust seller in Q1 2022 was Zimmer Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2022.