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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: 342 → 397 (+55)

14% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 106

Holders
397
Holders Change
+55
Holders Change %
+16.08%
% 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
WG
276
Winton Group
United Kingdom
$265K +$52.7K +428 +25%
LI
277
Lafayette Investments
Maryland
$262K +$265K +2,150 New
TC
278
TwinBeech Capital
New York
$258K +$260K +2,115 New
KRSITF
279
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$255K +$25.5K +207 +11%
IC
280
Inverness Counsel
New York
$252K -$6.16K -50 -2%
CB
281
Commerce Bank
Missouri
$249K +$862 +7 +0.3%
William Blair & Company
282
William Blair & Company
Illinois
$246K +$248K +2,014 New
FNWM
283
Financial Network Wealth Management
Utah
$244K +$246K +2,000 New
SFA
284
Sequoia Financial Advisors
Ohio
$244K +$246K +2,000 New
QC
285
Quadrature Capital
United Kingdom
$241K +$243K +1,977 New
Nomura Holdings
286
Nomura Holdings
Japan
$233K -$1.2M -9,749 -84%
YIH
287
Y-Intercept (HK)
Hong Kong
$233K +$235K +1,906 New
LWP
288
Lumature Wealth Partners
Georgia
$233K +$235K +1,909 New
DWM
289
Dorchester Wealth Management
Quebec, Canada
$225K +$182K +1,475 New
PI
290
Putnam Investments
Massachusetts
$224K +$226K +1,837 New
PA
291
Profund Advisors
Maryland
$220K -$113K -920 -34%
PFS
292
Prospera Financial Services
Texas
$220K +$222K +1,799 New
EI
293
Ellevest Inc
New York
$214K +$61.6K +500 +40%
PFO
294
Pathstone Family Office
New Jersey
$214K +$214K +1,738 New
CCM
295
Coldstream Capital Management
Washington
$214K +$215K +1,749 New
Bank of Nova Scotia
296
Bank of Nova Scotia
Ontario, Canada
$210K -$1.45M -11,810 -87%
SIC
297
Samalin Investment Counsel
New York
$209K -$14.3K -116 -6%
BWM
298
Blossom Wealth Management
California
$203K +$204K +1,660 New
PI
299
PGGM Investments
Netherlands
$202K – – –
DC
300
Davenport & Co
Virginia
$201K – – –
10 11
12
13 14

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 342 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.