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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
FC
326
FORA Capital
Florida
$53K +$51.1K +450 New
BCA
327
Berman Capital Advisors
Georgia
$50K +$5.9K +52 +14%
Lazard Asset Management
328
Lazard Asset Management
New York
$46K +$45.4K +400 New
SWM
329
Sugarloaf Wealth Management
Georgia
$45K -$10.8K -95 -20%
Bessemer Group
330
Bessemer Group
New Jersey
$44K +$1.59K +14 +4%
AIL
331
AGF Investments LLC
Ontario, Canada
$40K +$38.8K +342 New
CWP
332
Concord Wealth Partners
Virginia
$37K
BCWM
333
Bartlett & Co Wealth Management
Ohio
$35.5K -$17K -150 -33%
BC
334
Bartlett & Co
Ohio
$35K -$17K -150 -33%
HI
335
Harbour Investments
Wisconsin
$35K +$4.09K +36 +14%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$32K
AIM
337
Anchor Investment Management
South Carolina
$31.6K
MRCM
338
M&R Capital Management
New Jersey
$31K
BFA
339
Brendel Financial Advisors
New Hampshire
$31K +$30K +264 New
GAM
340
Gemmer Asset Management
California
$29K +$28.4K +250 New
MA
341
Montag & Associates
Georgia
$28K
PA
342
Parallel Advisors
California
$27K +$4.54K +40 +21%
PFBT
343
Parkside Financial Bank & Trust
Missouri
$25K
TIM
344
Tortoise Investment Management
New York
$24K +$23.2K +204 New
GWM
345
Geneos Wealth Management
Colorado
$23K -$1.36K -12 -6%
COCM
346
Charter Oak Capital Management
New Hampshire
$19K
ST
347
Smithfield Trust
Pennsylvania
$18K
FA
348
Fortis Advisors
Pennsylvania
$18K +$17K +150 New
GWS
349
Glassman Wealth Services
Virginia
$17K +$1.02K +9 +7%
CFD
350
Creative Financial Designs
Indiana
$16K -$3.86K -34 -20%

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.