Federal Realty Investment Trust
427 hedge funds and large institutions have $7.89B invested in Federal Realty Investment Trust in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 164 increasing their positions, 133 reducing their positions, and 29 closing their positions.
159% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 29
23% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 133
13% more capital invested
Capital invested by funds: $6.97B → $7.89B (+$920M)
10% more funds holding
Funds holding: 389 → 427 (+38)
1.87% more ownership
Funds ownership: 95.57% → 97.44% (+1.9%)
4% more call options, than puts
Call options by funds: $40.1M | Put options by funds: $38.4M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$118M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$60.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$60.6M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$33.1M |
| 5 |
BlackRock
New York
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$91.2M |
| 2 |
WCP
Waterfront Capital Partners
New York
|
-$61.8M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$35.6M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$34.2M |
| 5 |
N
Natixis
Paris,
France
|
-$19.5M |
FRT Hedge Fund Activity: Q4 2022 in Review
427 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2022, worth a combined $7.89B — up 13% from $6.97B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new FRT positions and 29 closed out — a net gain of 46 holders — while 164 added to existing stakes and 133 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $118M. The largest seller was Cohen & Steers, cutting an estimated $91.2M.
- 427 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2022, up from 389 in Q3 2022.
- Funds reported $7.89B of Federal Realty Investment Trust stock for Q4 2022, up 13% quarter-over-quarter.
- 75 funds opened new Federal Realty Investment Trust positions in Q4 2022 and 29 closed out, a net change of +46 holders.
- The largest Federal Realty Investment Trust buyer in Q4 2022 was JP Morgan Chase, an estimated $118M added.
- The largest Federal Realty Investment Trust seller in Q4 2022 was Cohen & Steers, an estimated $91.2M sold.
Based on aggregated 13F filings for Q4 2022.