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Federal Realty Investment Trust

398 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

18% more capital invested

Capital invested by funds: $7.48B → $8.79B (+$1.31B)

17% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 124

3% more funds holding

Funds holding: 385398 (+13)

1.71% more ownership

Funds ownership: 94.88%96.59% (+1.7%)

4% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $15.6M

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
6.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
145
Reduced
124
Closed
44
Calls
$16.2M
Puts
$15.6M
Net Calls
+$589K
Net Calls Change
+$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
276
KeyBank National Association
Ohio
$282K +$2.38K +21 +0.9%
TRCT
277
Tower Research Capital (TRC)
New York
$273K -$2.29M -20,175 -90%
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$266K +$258K +2,269 New
CI
279
Cigna Investments
Connecticut
$258K -$34.1K -300 -12%
PIA
280
Powell Investment Advisors
Florida
$258K
IRF
281
IBM Retirement Fund
New York
$257K -$48.6K -428 -16%
LI
282
Lafayette Investments
Maryland
$252K
CSS
283
Cubist Systematic Strategies
Connecticut
$249K -$1.19M -10,515 -83%
1832 Asset Management
284
1832 Asset Management
Ontario, Canada
$247K
SWM
285
Spire Wealth Management
Virginia
$241K -$6.92K -61 -3%
BAIA
286
Bel Air Investment Advisors
California
$240K -$49.3K -434 -17%
Baird Financial Group
287
Baird Financial Group
Wisconsin
$240K
IF
288
Insight Folios
North Carolina
$236K +$229K +2,015 New
AP
289
Advisor Partners
California
$235K +$228K +2,007 New
FNWM
290
Financial Network Wealth Management
Utah
$234K
SIC
291
Samalin Investment Counsel
New York
$229K -$26.6K -234 -11%
DWM
292
Dorchester Wealth Management
Quebec, Canada
$223K +$216K +1,900 New
PMAM
293
Penn Mutual Asset Management
Pennsylvania
$220K
MG
294
Mather Group
Illinois
$218K +$211K +1,860 New
PI
295
Putnam Investments
Massachusetts
$218K +$211K +1,860 New
KRSITF
296
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$216K -$24.4K -215 -10%
ECM
297
ExodusPoint Capital Management
New York
$214K -$597K -5,255 -74%
GT
298
Greenleaf Trust
Michigan
$210K +$204K +1,794 New
MWM
299
Mission Wealth Management
California
$205K +$199K +1,750 New
RCM
300
RB Capital Management
Nevada
$205K +$199K +1,753 New

FRT Hedge Fund Activity: Q2 2021 in Review

398 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2021, worth a combined $8.79B — up 18% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FRT positions and 44 closed out — a net gain of 16 holders — while 145 added to existing stakes and 124 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $209M. The largest seller was Bank of New York Mellon, cutting an estimated $98.7M.

  • 398 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2021, up from 385 in Q1 2021.
  • Funds reported $8.79B of Federal Realty Investment Trust stock for Q2 2021, up 18% quarter-over-quarter.
  • 60 funds opened new Federal Realty Investment Trust positions in Q2 2021 and 44 closed out, a net change of +16 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2021 was Cohen & Steers, an estimated $209M added.
  • The largest Federal Realty Investment Trust seller in Q2 2021 was Bank of New York Mellon, an estimated $98.7M sold.

Based on aggregated 13F filings for Q2 2021.