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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
RE
376
RBC Europe
United Kingdom
$13.3K
ASN
377
Advisory Services Network
Georgia
$13K
VNA
378
Valley National Advisers
Pennsylvania
$13K
CBOA
379
Commonwealth Bank of Australia
Australia
$12K
RCAG
380
Rehmann Capital Advisory Group
Michigan
$11.1K -$127 -1 -1%
LNB
381
Ledyard National Bank
$9K
MAM
382
Meeder Asset Management
Ohio
$7K
PA
383
Parallel Advisors
California
$6K
APP
384
Avantax Planning Partners
Iowa
$5K +$5.08K +40 New
Bessemer Group
385
Bessemer Group
New Jersey
$4K
EARNEST Partners
386
EARNEST Partners
Georgia
$4K
PFBT
387
Parkside Financial Bank & Trust
Missouri
$4K
QCG
388
Quadrant Capital Group
Ohio
$4K
WEC
389
Winslow Evans & Crocker
Massachusetts
$4K
TPWA
390
TRUE Private Wealth Advisors
Oregon
$3.7K +$3.68K +29 New
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$3K
FC
392
Ferris Capital
Massachusetts
$3K
PCP
393
Proficio Capital Partners
Massachusetts
$3K
GWM
394
Geneos Wealth Management
Colorado
$3K +$3.05K +24 New
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$2.78K -$2.54K -20 -48%
CJA
396
C-J Advisory
California
$2K -$1.4K -11 -37%
RWML
397
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.14K
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$1K -$254 -2 -15%
CAW
399
Cornerstone Advisors (Washington)
Washington
$1K
LFA
400
Legacy Financial Advisors
Kentucky
$1K

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.