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Federal Realty Investment Trust
FRT

414 hedge funds and large institutions have $7.14B invested in Federal Realty Investment Trust in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 137 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $4.47M

15% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 137

7% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 43

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.12% less ownership

Funds ownership: 96.66% → 96.54% (-0.12%)

0% less funds holding

Funds holding: 415 → 414 (-1)

6% less capital invested

Capital invested by funds: $7.63B → $7.14B (-$496M)

Holders
414
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
157
Reduced
137
Closed
43
Calls
$10.8M
Puts
$4.47M
Net Calls
+$6.36M
Net Calls Change
+$9.32M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$87.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$50.2M
3
PI
PGGM Investments
Netherlands
+$33.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$28.9M
5
Millennium Management
Millennium Management
New York
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$284M
2
RC
Resolution Capital
Australia
-$49M
3
BlackRock
BlackRock
New York
-$14.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$13.1M
5
RIM
Rush Island Management
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MM
251
MQS Management
New York
$405K +$106K +1,076 +32%
CGH
252
Crossmark Global Holdings
Texas
$405K +$19.3K +196 +5%
BBA
253
BLB&B Advisors
Pennsylvania
$403K – – –
DF
254
Donoghue Forlines
Massachusetts
$374K +$406K +4,124 New
IA
255
IFP Advisors
Florida
$373K +$14.4K +146 +4%
Neuberger Berman Group
256
Neuberger Berman Group
New York
$370K +$18.3K +186 +5%
JF
257
Jump Financial
Illinois
$369K +$401K +4,073 New
CWM
258
CIBC World Markets
New York
$367K -$449K -4,553 -53%
NMERB
259
New Mexico Educational Retirement Board
New Mexico
$349K +$29.6K +300 +8%
MMG
260
Monetary Management Group
Missouri
$340K – – –
Cerity Partners
261
Cerity Partners
New York
$333K +$361K +3,668 New
EGM
262
Engineers Gate Manager
New York
$331K +$156K +1,584 +77%
PFO
263
Pathstone Family Office
New Jersey
$330K +$357K +3,624 New
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$328K +$4.43K +45 +1%
EH
265
Equitable Holdings
New York
$316K -$14.7K -149 -4%
AWM
266
Apollon Wealth Management
South Carolina
$316K +$80.8K +820 +31%
GT
267
Glenmede Trust
Pennsylvania
$314K +$341K +3,461 New
MFS
268
Mirabella Financial Services
United Kingdom
$314K +$341K +3,461 New
BAM
269
Belpointe Asset Management
Nevada
$313K – – –
FCA
270
Fortis Capital Advisors
Kansas
$313K – – –
SSB
271
Sandy Spring Bank
Maryland
$310K +$887 +9 +0.3%
Baird Financial Group
272
Baird Financial Group
Wisconsin
$301K +$54.5K +553 +20%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$297K -$18.1K -184 -5%
MIM
274
Morningstar Investment Management
Illinois
$296K – – –
Thrivent Financial for Lutherans
275
Thrivent Financial for Lutherans
Minnesota
$292K -$3.84K -39 -1%
9 10
11
12 13

FRT Hedge Fund Activity: Q3 2023 in Review

414 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2023, worth a combined $7.14B — down 6.5% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FRT positions and 43 closed out — a net gain of 3 holders — while 157 added to existing stakes and 137 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $87.4M. The largest seller was State Street, cutting an estimated $284M.

  • 414 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2023, down from 415 in Q2 2023.
  • Funds reported $7.14B of Federal Realty Investment Trust stock for Q3 2023, down 6.5% quarter-over-quarter.
  • 46 funds opened new Federal Realty Investment Trust positions in Q3 2023 and 43 closed out, a net change of +3 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2023 was Massachusetts Financial Services, an estimated $87.4M added.
  • The largest Federal Realty Investment Trust seller in Q3 2023 was State Street, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2023.