We are live on ! Find out more
FRT icon

Federal Realty Investment Trust

408 hedge funds and large institutions have $9.89B invested in Federal Realty Investment Trust in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $6M

18% more capital invested

Capital invested by funds: $8.38B → $9.89B (+$1.5B)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% less funds holding

Funds holding: 409408 (-1)

0.34% less ownership

Funds ownership: 96.4%96.06% (-0.34%)

5% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 153

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
8.83%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
145
Reduced
153
Closed
43
Calls
$11.8M
Puts
$6M
Net Calls
+$5.76M
Net Calls Change
+$877K
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
376
Valley National Advisers
Pennsylvania
$14K
HFM
377
Harvest Fund Management
China
$14K +$13.1K +100 New
BFEC
378
Benjamin F. Edwards & Company
Missouri
$13K
CAM
379
Cresset Asset Management
Illinois
$13K +$7.2K +55 +141%
RCAG
380
Rehmann Capital Advisory Group
Michigan
$11.9K -$262 -2 -2%
AIA
381
Alera Investment Advisors
Illinois
$11K +$2.75K +21 +34%
CFG
382
Citizens Financial Group
Rhode Island
$8K +$7.2K +55 New
Rockefeller Capital Management
383
Rockefeller Capital Management
New York
$7K -$3.4K -26 -35%
MNBTD
384
Moody National Bank Trust Division
Texas
$5K -$8.38K -64 -65%
EARNEST Partners
385
EARNEST Partners
Georgia
$5K
Bessemer Group
386
Bessemer Group
New Jersey
$4K
CJA
387
C-J Advisory
California
$4K
WEC
388
Winslow Evans & Crocker
Massachusetts
$4K
PFBT
389
Parkside Financial Bank & Trust
Missouri
$4K +$393 +3 +10%
FMII
390
Farmers & Merchants Investments Inc
Nebraska
$4K +$1.44K +11 +52%
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$3.03K
PA
392
Parallel Advisors
California
$3K -$2.88K -22 -49%
ESB
393
Essex Savings Bank
Connecticut
$3K
PCP
394
Proficio Capital Partners
Massachusetts
$3K
CAW
395
Cornerstone Advisors (Washington)
Washington
$2K -$3.01K -23 -58%
TFA
396
Transamerica Financial Advisors
Florida
$2K -$131 -1 -11%
FC
397
Ferris Capital
Massachusetts
$2K
FCA
398
FinTrust Capital Advisors
South Carolina
$2K
CI
399
CX Institutional
Indiana
$2K +$2.23K +17 New
RWML
400
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.24K

FRT Hedge Fund Activity: Q1 2019 in Review

408 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2019, worth a combined $9.89B — up 18% from $8.38B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FRT positions and 43 closed out — a net gain of 1 holder — while 145 added to existing stakes and 153 trimmed.

The largest buyer was State Street, adding an estimated $67.7M. The largest seller was Resolution Capital, cutting an estimated $41.7M.

  • 408 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2019, down from 409 in Q4 2018.
  • Funds reported $9.89B of Federal Realty Investment Trust stock for Q1 2019, up 18% quarter-over-quarter.
  • 44 funds opened new Federal Realty Investment Trust positions in Q1 2019 and 43 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q1 2019 was State Street, an estimated $67.7M added.
  • The largest Federal Realty Investment Trust seller in Q1 2019 was Resolution Capital, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2019.