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Federal Realty Investment Trust
FRT

414 hedge funds and large institutions have $7.14B invested in Federal Realty Investment Trust in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 137 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $4.47M

15% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 137

7% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 43

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.12% less ownership

Funds ownership: 96.66% → 96.54% (-0.12%)

0% less funds holding

Funds holding: 415 → 414 (-1)

6% less capital invested

Capital invested by funds: $7.63B → $7.14B (-$496M)

Holders
414
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
157
Reduced
137
Closed
43
Calls
$10.8M
Puts
$4.47M
Net Calls
+$6.36M
Net Calls Change
+$9.32M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$87.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$50.2M
3
PI
PGGM Investments
Netherlands
+$33.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$28.9M
5
Millennium Management
Millennium Management
New York
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$284M
2
RC
Resolution Capital
Australia
-$49M
3
BlackRock
BlackRock
New York
-$14.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$13.1M
5
RIM
Rush Island Management
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Point72 Asset Management
351
Point72 Asset Management
Connecticut
$32.5K -$2.86M -29,041 -99%
HNB
352
Huntington National Bank
Ohio
$31.7K -$2.37K -24 -6%
CAL
353
Capital Analysts LLC
Pennsylvania
$31K +$1.68K +17 +5%
TFA
354
Toth Financial Advisory
Virginia
$29K – – –
Simplex Trading
355
Simplex Trading
Illinois
$28K +$31.2K +317 New
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$25.5K -$197 -2 -0.7%
AIM
357
Anchor Investment Management
South Carolina
$24.5K – – –
MRCM
358
M&R Capital Management
New Jersey
$24.5K – – –
SOW
359
State of Wyoming
Wyoming
$24.5K +$9.76K +99 +58%
HCM
360
Highlander Capital Management
New Jersey
$23K +$24.6K +250 New
HI
361
Harbour Investments
Wisconsin
$22.2K +$296 +3 +1%
MA
362
Montag & Associates
Georgia
$22K – – –
PA
363
Parallel Advisors
California
$19.8K -$2.76K -28 -11%
PA
364
PSI Advisors
Florida
$18.7K – – –
NFSG
365
Newbridge Financial Services Group
Florida
$18.1K – – –
GWS
366
Glassman Wealth Services
Virginia
$15.6K – – –
AF
367
Advisornet Financial
Minnesota
$15K – – –
ST
368
Smithfield Trust
Pennsylvania
$14K – – –
NS
369
NBC Securities
Alabama
$14K +$16.2K +164 New
QC
370
Quent Capital
New York
$12K – – –
AAP
371
Arax Advisory Partners
Colorado
$11.5K -$1.87K -19 -13%
TPCW
372
TD Private Client Wealth
New York
$11.5K -$2.27K -23 -15%
SIC
373
SJS Investment Consulting
Ohio
$10.3K – – –
VNA
374
Valley National Advisers
Pennsylvania
$10K +$493 +5 +5%
BBHC
375
Brown Brothers Harriman & Co
New York
$9.06K – – –
13 14
15
16 17

FRT Hedge Fund Activity: Q3 2023 in Review

414 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2023, worth a combined $7.14B — down 6.5% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FRT positions and 43 closed out — a net gain of 3 holders — while 157 added to existing stakes and 137 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $87.4M. The largest seller was State Street, cutting an estimated $284M.

  • 414 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2023, down from 415 in Q2 2023.
  • Funds reported $7.14B of Federal Realty Investment Trust stock for Q3 2023, down 6.5% quarter-over-quarter.
  • 46 funds opened new Federal Realty Investment Trust positions in Q3 2023 and 43 closed out, a net change of +3 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2023 was Massachusetts Financial Services, an estimated $87.4M added.
  • The largest Federal Realty Investment Trust seller in Q3 2023 was State Street, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2023.