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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
NFSG
376
Newbridge Financial Services Group
Florida
$4K +$3.97K +35 New
SFO
377
Standard Family Office
South Dakota
$3K – – –
TFO
378
Tarbox Family Office
California
$3K – – –
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$2.72K +24 New
AssetMark Inc
380
AssetMark Inc
California
$3K +$2.84K +25 New
AIG
381
American International Group
New York
$2.54K +$9.99K +88 +0.4%
SWA
382
Sutton Wealth Advisors
Florida
$2.23K – – –
EW
383
Evoke Wealth
California
$2K -$6.36K -56 -79%
CWC
384
Carolinas Wealth Consulting
North Carolina
$2K – – –
FPS
385
Fieldpoint Private Securities
Connecticut
$2K – – –
TWA
386
TCI Wealth Advisors
Arizona
$2K – – –
CA
387
Clearstead Advisors
Ohio
$2K +$1.48K +13 New
SIM
388
Sonora Investment Management
Arizona
$2K +$2.16K +19 New
SIM
389
Sentry Investment Management
Wisconsin
$2K +$2.38K +21 New
HIA
390
Harbor Investment Advisory
Maryland
$1K – – –
HS
391
Horan Securities
United States
$1K – – –
TFM
392
TFC Financial Management
Massachusetts
$1K – – –
VCM
393
Versant Capital Management
Arizona
$1K – – –
NFG
394
Next Financial Group
Texas
$1K +$454 +4 +57%
CFA
395
Carroll Financial Associates
North Carolina
$1K +$1.36K +12 New
ACA
396
Atlas Capital Advisors
Wyoming
$937 +$908 +8 New
ED
397
Exane Derivatives
France
$117 – – –
BBHC
398
Brown Brothers Harriman & Co
New York
$12 – – –
VLKIM
399
Van Lanschot Kempen Investment Management
Netherlands
– -$21.3M -209,465 Closed
PP
400
Prudential plc
United Kingdom
– -$11M -108,625 Closed
14 15
16
17 18

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.