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Federal Realty Investment Trust

408 hedge funds and large institutions have $8.95B invested in Federal Realty Investment Trust in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 151 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 30

9% more capital invested

Capital invested by funds: $8.18B → $8.95B (+$765M)

5% more funds holding

Funds holding: 389408 (+19)

0.26% more ownership

Funds ownership: 96.27%96.53% (+0.26%)

18% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 151

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

54% less call options, than puts

Call options by funds: $9.2M | Put options by funds: $20.2M

Holders
408
Holders Change
+19
Holders Change %
+4.88%
% of All Funds
9.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
53
Increased
124
Reduced
151
Closed
30
Calls
$9.2M
Puts
$20.2M
Net Calls
-$11M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wolverine Asset Management
Illinois
$200K +$187K +1,582 New
Federated Hermes
327
Federated Hermes
Pennsylvania
$195K -$91K -771 -33%
LTFS
328
Ladenburg Thalmann Financial Services
Florida
$188K
AOWM
329
Alpha Omega Wealth Management
Virginia
$176K -$17K -144 -9%
Envestnet Asset Management
330
Envestnet Asset Management
Illinois
$175K -$54.8K -464 -25%
TCOV
331
Trust Company of Vermont
Vermont
$173K +$7.79K +66 +5%
BWA
332
Burt Wealth Advisors
Maryland
$152K
RWP
333
RWA Wealth Partners
Massachusetts
$152K +$142K +1,200 New
LS
334
Livforsakringsbolaget Skandia
Sweden
$143K
JGIA
335
Jackson Grant Investment Advisers
Connecticut
$143K +$1.18K +10 +0.9%
Victory Capital Management
336
Victory Capital Management
Texas
$140K -$2.71K -23 -2%
EFSCE
337
Enterprise Financial Services Corp (EFSC)
Missouri
$133K
Qube Research & Technologies (QRT)
338
Qube Research & Technologies (QRT)
United Kingdom
$128K +$120K +1,013 New
PI
339
PineBridge Investments
New York
$124K -$62.6K -530 -35%
EWM
340
Edge Wealth Management
New York
$101K
WAM
341
Wealthspire Advisors (Maryland)
Maryland
$95K +$826 +7 +0.9%
CPIG
342
Chicago Partners Investment Group
Illinois
$89K
DAM
343
Delta Asset Management
Tennessee
$73K
MRCM
344
M&R Capital Management
New Jersey
$72K
WAP
345
Wealthcare Advisory Partners
Pennsylvania
$72K
PHK
346
Point72 Hong Kong
Hong Kong
$72K +$66.9K +567 New
CAL
347
Capital Analysts LLC
Pennsylvania
$69K +$354 +3 +0.6%
TAM
348
Tiverton Asset Management
Delaware
$66K
GXMC
349
Global X Management Company
New York
$59K -$153K -1,293 -73%
BCWM
350
Bartlett & Co Wealth Management
Ohio
$57.4K

FRT Hedge Fund Activity: Q2 2018 in Review

408 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2018, worth a combined $8.95B — up 9.3% from $8.18B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FRT positions and 30 closed out — a net gain of 23 holders — while 124 added to existing stakes and 151 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $91M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $81.2M.

  • 408 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2018, up from 389 in Q1 2018.
  • Funds reported $8.95B of Federal Realty Investment Trust stock for Q2 2018, up 9.3% quarter-over-quarter.
  • 53 funds opened new Federal Realty Investment Trust positions in Q2 2018 and 30 closed out, a net change of +23 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2018 was Brookfield Corp, an estimated $91M added.
  • The largest Federal Realty Investment Trust seller in Q2 2018 was Lasalle Investment Management Securities, an estimated $81.2M sold.

Based on aggregated 13F filings for Q2 2018.