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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
AP
276
Advisor Partners
California
$410K +$16.3K +128 +4%
JA
277
JOYN Advisors
Georgia
$403K +$889 +7 +0.2%
FG
278
Fiduciary Group
Georgia
$400K
KRS
279
Kentucky Retirement Systems
Kentucky
$396K +$2.67K +21 +0.7%
SFM
280
Signet Financial Management
New Jersey
$386K
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$380K -$38.1K -300 -9%
FWIA
282
Fort Washington Investment Advisors
Ohio
$379K -$114K -900 -23%
GHCM
283
Glen Harbor Capital Management
California
$372K -$8.13K -64 -2%
Nordea Investment Management
284
Nordea Investment Management
Sweden
$371K +$372K +2,932 New
LMGAM
285
Liberty Mutual Group Asset Management
Massachusetts
$370K
CA
286
Commerzbank Aktiengesellschaft
Germany
$370K +$21K +165 +6%
PI
287
Putnam Investments
Massachusetts
$356K -$3.3K -26 -0.9%
CCM
288
Cox Capital Management
Massachusetts
$354K -$1.05M -8,232 -75%
II
289
IFM Investors
Australia
$351K +$89.9K +708 +34%
WorldQuant Millennium Advisors
290
WorldQuant Millennium Advisors
New York
$341K +$11.4K +90 +3%
BA
291
Bridgewater Associates
Connecticut
$339K -$217K -1,710 -39%
Franklin Resources
292
Franklin Resources
California
$336K -$3.09M -24,300 -90%
WT
293
Whittier Trust
California
$336K
LMAM
294
Legg Mason Asset Management
Japan
$329K -$203K -1,600 -38%
HWM
295
Holloway Wealth Management
Florida
$328K
SL
296
Signition LP
New York
$324K +$119K +938 +58%
HIMC
297
Heritage Investors Management Corp
Maryland
$317K +$6.35K +50 +2%
LI
298
Lafayette Investments
Maryland
$316K
SCM
299
Shelton Capital Management
Colorado
$316K +$317K +2,498 New
Man Group
300
Man Group
United Kingdom
$310K -$97.5K -768 -24%

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.