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Federal Realty Investment Trust
FRT

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: 385 → 398 (+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

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$209M
2
RC
Resolution Capital
Australia
+$96.8M
3
JG
Jefferies Group
New York
+$50.3M
4
RIM
Rush Island Management
New York
+$36.5M
5
Goldman Sachs
Goldman Sachs
New York
+$30.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$98.7M
2
CIM
Centersquare Investment Management
Pennsylvania
-$87.4M
3
First Trust Advisors
First Trust Advisors
Illinois
-$63.6M
4
State Street
State Street
Massachusetts
-$52.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$41.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
351
American Portfolios Advisors
New York
$15.9K – – –
FA
352
Financial Advantage
Maryland
$14K – – –
CI
353
CX Institutional
Indiana
$14K +$3.86K +34 +40%
LC
354
Lindbrook Capital
California
$13K – – –
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$13K +$568 +5 +5%
BFC
356
Bedel Financial Consulting
Indiana
$12K – – –
VNA
357
Valley National Advisers
Pennsylvania
$12K – – –
WQ
358
Wealth Quarterback
New Jersey
$12K +$11.5K +101 New
ADL
359
Asset Dedication LLC
California
$11K – – –
BWM
360
BerganKDV Wealth Management
Minnesota
$11K +$114 +1 +1%
CWA
361
Clearview Wealth Advisors
Oregon
$11K +$114 +1 +1%
ASN
362
Advisory Services Network
Georgia
$11K +$11.4K +100 New
FHC
363
First Horizon Corporation
Tennessee
$10K – – –
EWA
364
Evolution Wealth Advisors
Florida
$9K – – –
MGIM
365
M&G Investment Management
United Kingdom
$8.11K +$7.87M +69,322 New
CFO
366
CVA Family Office
Colorado
$8K – – –
SIS
367
Sound Income Strategies
Florida
$8K +$2.04K +18 +36%
Nisa Investment Advisors
368
Nisa Investment Advisors
Missouri
$7.18K -$120K -1,057 -2%
AA
369
Ancora Advisors
Ohio
$7K – – –
GRP
370
Global Retirement Partners
California
$6K +$5.79K +51 New
ZB
371
Zions Bancorporation
Utah
$5K -$1.59K -14 -25%
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
PCG
373
Private Capital Group
Connecticut
$5K +$3.18K +28 +255%
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$4K -$4.77K -42 -54%
EARNEST Partners
375
EARNEST Partners
Georgia
$4K – – –
13 14
15
16 17

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.