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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
BS
326
Boenning & Scattergood
Pennsylvania
$228K
FDS
327
Freedom Day Solutions
Texas
$226K +$227K +1,791 New
IAA
328
Independent Advisor Alliance
North Carolina
$225K -$69.1K -544 -23%
AIS
329
American Investment Services
Massachusetts
$220K
CI
330
Conning Inc
Connecticut
$216K +$2.54K +20 +1%
QCMC
331
Quantum Capital Management (California)
California
$215K
SCM
332
SOL Capital Management
Maryland
$212K
CAN
333
Cetera Advisor Networks
California
$202K +$203K +1,600 New
Federated Hermes
334
Federated Hermes
Pennsylvania
$190K -$4.95K -39 -3%
AOWM
335
Alpha Omega Wealth Management
Virginia
$176K
JFA
336
JNBA Financial Advisors
Minnesota
$176K +$177K +1,392 New
TCOV
337
Trust Company of Vermont
Vermont
$173K
BWA
338
Burt Wealth Advisors
Maryland
$152K
JGIA
339
Jackson Grant Investment Advisers
Connecticut
$144K +$1.14K +9 +0.8%
FHB
340
First Hawaiian Bank
Hawaii
$139K +$139K +1,098 New
Victory Capital Management
341
Victory Capital Management
Texas
$138K -$2.03K -16 -1%
EFSCE
342
Enterprise Financial Services Corp (EFSC)
Missouri
$133K
PI
343
PineBridge Investments
New York
$124K
IA
344
IFP Advisors
Florida
$112K +$72.8K +573 +181%
RIM
345
Rampart Investment Management
Connecticut
$103K -$1.14M -8,993 -71%
EWM
346
Edge Wealth Management
New York
$101K
WAM
347
Wealthspire Advisors (Maryland)
Maryland
$96K +$635 +5 +0.7%
CPIG
348
Chicago Partners Investment Group
Illinois
$88K
LS
349
Livforsakringsbolaget Skandia
Sweden
$79K -$63.5K -500 -44%
DAM
350
Delta Asset Management
Tennessee
$73K

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.