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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
MRCM
351
M&R Capital Management
New Jersey
$72K
WAP
352
Wealthcare Advisory Partners
Pennsylvania
$72K
WSTAM
353
Wilbanks Smith & Thomas Asset Management
Virginia
$72K +$72.1K +568 New
CAL
354
Capital Analysts LLC
Pennsylvania
$69K +$381 +3 +0.5%
CWA
355
Clarus Wealth Advisors
Arizona
$69K +$8.51K +67 +14%
TAM
356
Tiverton Asset Management
Delaware
$66K
BCWM
357
Bartlett & Co Wealth Management
Ohio
$57.4K
BC
358
Bartlett & Co
Ohio
$57K
HNB
359
Huntington National Bank
Ohio
$52K
AA
360
Ancora Advisors
Ohio
$52K +$52.1K +410 New
SWP
361
Stratos Wealth Partners
Ohio
$35K +$35.6K +280 New
IDBONY
362
Israel Discount Bank of New York
New York
$34K -$10.8K -85 -24%
FANJ
363
Financial Architects (New Jersey)
New Jersey
$31K -$381 -3 -1%
Parallax Volatility Advisers
364
Parallax Volatility Advisers
California
$28K +$20.7K +163 +286%
GLI
365
Guardian Life Insurance
New York
$26K
KJWM
366
Kiley Juergens Wealth Management
Washington
$25K
SLF
367
Sun Life Financial
Ontario, Canada
$25K +$254 +2 +1%
FHA
368
First Horizon Advisors
Tennessee
$23K -$3.81K -30 -14%
KA
369
Kaizen Advisory
Illinois
$22K
CIA
370
CSat Investment Advisory
Michigan
$21K +$381 +3 +2%
PCG
371
Private Capital Group
Connecticut
$18K
GWS
372
Glassman Wealth Services
Virginia
$17K
RFWA
373
RPg Family Wealth Advisory
Massachusetts
$16.1K
S
374
SignatureFD
Georgia
$16K
FHA
375
Flagship Harbor Advisors
Massachusetts
$14K +$127 +1 +0.9%

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.