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Federal Realty Investment Trust

385 hedge funds and large institutions have $7.48B invested in Federal Realty Investment Trust in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 120 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $6.1B → $7.48B (+$1.38B)

19% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 120

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

1% more funds holding

Funds holding: 380385 (+5)

0.38% more ownership

Funds ownership: 94.5%94.88% (+0.38%)

15% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $20.9M

Holders
385
Holders Change
+5
Holders Change %
+1.32%
% of All Funds
6.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
60
Increased
143
Reduced
120
Closed
51
Calls
$17.7M
Puts
$20.9M
Net Calls
-$3.21M
Net Calls Change
+$9.62M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
301
WealthShield Partners
North Carolina
$100K +$148K +1,530 New
GIBU
302
Gulf International Bank (UK)
United Kingdom
$100K +$193K +2,000 New
CIA
303
CSat Investment Advisory
Michigan
$99K -$6.46K -67 -6%
EFSCE
304
Enterprise Financial Services Corp (EFSC)
Missouri
$99K
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$96K +$3.67K +38 +4%
S
306
SignatureFD
Georgia
$92K +$44.5K +461 +104%
QCG
307
Quadrant Capital Group
Ohio
$82K +$6.27K +65 +9%
Twin Tree Management
308
Twin Tree Management
Texas
$82K +$9.84K +102 +14%
EIP
309
Ellis Investment Partners
Pennsylvania
$81K +$868 +9 +1%
PHK
310
Point72 Hong Kong
Hong Kong
$80K -$499K -5,173 -87%
TFA
311
Toth Financial Advisory
Virginia
$76K +$50.8K +527 +236%
CAM
312
CenterStar Asset Management
Illinois
$70K
Fidelity Investments
313
Fidelity Investments
Massachusetts
$68K -$5.69K -59 -8%
RWB
314
RMR Wealth Builders
New Jersey
$61K +$58.3K +604 New
DAM
315
Delta Asset Management
Tennessee
$59K
IAIM
316
International Assets Investment Management
Florida
$59K
IA
317
IFP Advisors
Florida
$53K +$1.25K +13 +3%
Acadian Asset Management
318
Acadian Asset Management
Massachusetts
$52K +$49.4K +512 New
NIC
319
Northwest Investment Counselors
Oregon
$51K +$48.2K +500 New
CHA
320
Carmichael Hill & Associates
Maryland
$49K
BCWM
321
Bartlett & Co Wealth Management
Ohio
$46.1K
BC
322
Bartlett & Co
Ohio
$46K
NICM
323
Neo Ivy Capital Management
New York
$43K +$9.36K +97 +30%
BCA
324
Berman Capital Advisors
Georgia
$38K -$7.04K -73 -16%
Bessemer Group
325
Bessemer Group
New Jersey
$37K +$26.7K +277 +326%

FRT Hedge Fund Activity: Q1 2021 in Review

385 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2021, worth a combined $7.48B — up 23% from $6.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FRT positions and 51 closed out — a net gain of 9 holders — while 143 added to existing stakes and 120 trimmed.

The largest buyer was Resolution Capital, opening a new position worth an estimated $177M. The largest seller was Invesco, cutting an estimated $57.2M.

  • 385 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2021, up from 380 in Q4 2020.
  • Funds reported $7.48B of Federal Realty Investment Trust stock for Q1 2021, up 23% quarter-over-quarter.
  • 60 funds opened new Federal Realty Investment Trust positions in Q1 2021 and 51 closed out, a net change of +9 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2021 was Resolution Capital, an estimated $177M added.
  • The largest Federal Realty Investment Trust seller in Q1 2021 was Invesco, an estimated $57.2M sold.

Based on aggregated 13F filings for Q1 2021.