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Federal Realty Investment Trust
FRT

411 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 124 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

29% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 124

3% more funds holding

Funds holding: 398 → 411 (+13)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more capital invested

Capital invested by funds: $8.79B → $8.79B (+$160K)

0.71% less ownership

Funds ownership: 96.59% → 95.88% (-0.71%)

2% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $12.7M

Holders
411
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
7.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
160
Reduced
124
Closed
25
Calls
$12.4M
Puts
$12.7M
Net Calls
-$270K
Net Calls Change
-$859K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$117M
2
Prudential Financial
Prudential Financial
New Jersey
+$36.4M
3
WCP
Waterfront Capital Partners
New York
+$28.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$27.9M
5
Cohen & Steers
Cohen & Steers
New York
+$25.6M

Top Sellers

Rank Fund Capital Flow
1
PI
PGGM Investments
Netherlands
-$226M
2
State Street
State Street
Massachusetts
-$58.8M
3
JG
Jefferies Group
New York
-$50.3M
4
RC
Resolution Capital
Australia
-$24.6M
5
CIM
Centersquare Investment Management
Pennsylvania
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
376
First Horizon Advisors
Tennessee
$10K +$10.4K +88 New
EWA
377
Evolution Wealth Advisors
Florida
$9K – – –
SAI
378
Systematic Alpha Investments
New Jersey
$9K +$8.77K +74 New
SIS
379
Sound Income Strategies
Florida
$8K – – –
SCA
380
Stonebridge Capital Advisors
Minnesota
$8K +$7.82K +66 New
Nisa Investment Advisors
381
Nisa Investment Advisors
Missouri
$7.24K +$1.9K +16 +0%
AA
382
Ancora Advisors
Ohio
$7K – – –
CFD
383
Creative Financial Designs
Indiana
$6K -$9.48K -80 -59%
MA
384
MUFG Americas
New York
$6K +$6.16K +52 New
PCG
385
Private Capital Group
Connecticut
$5K – – –
ZB
386
Zions Bancorporation
Utah
$5K – – –
BIA
387
Bell Investment Advisors
California
$5K +$4.86K +41 New
EARNEST Partners
388
EARNEST Partners
Georgia
$4K – – –
TFO
389
Tarbox Family Office
California
$3K – – –
CTC
390
Central Trust Company
Missouri
$3K +$2.73K +23 New
PPWM
391
PFG Private Wealth Management
Florida
$3K +$3.44K +29 New
SWA
392
Sutton Wealth Advisors
Florida
$2.24K – – –
CWC
393
Carolinas Wealth Consulting
North Carolina
$2K – – –
FPS
394
Fieldpoint Private Securities
Connecticut
$2K – – –
SIM
395
Sentry Investment Management
Wisconsin
$2K – – –
SIM
396
Sonora Investment Management
Arizona
$2K – – –
TWA
397
TCI Wealth Advisors
Arizona
$2K – – –
KA
398
Kozak & Associates
Colorado
$2K +$1.78K +15 New
MA
399
MCF Advisors
Kentucky
$2K +$1.9K +16 New
CFA
400
Carroll Financial Associates
North Carolina
$1K – – –
14 15
16
17 18

FRT Hedge Fund Activity: Q3 2021 in Review

411 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2021, worth a combined $8.79B — up 0% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FRT positions and 25 closed out — a net gain of 21 holders — while 160 added to existing stakes and 124 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $117M. The largest seller was PGGM Investments, cutting an estimated $226M.

  • 411 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2021, up from 398 in Q2 2021.
  • Funds reported $8.79B of Federal Realty Investment Trust stock for Q3 2021, up 0% quarter-over-quarter.
  • 46 funds opened new Federal Realty Investment Trust positions in Q3 2021 and 25 closed out, a net change of +21 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2021 was JP Morgan Chase, an estimated $117M added.
  • The largest Federal Realty Investment Trust seller in Q3 2021 was PGGM Investments, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.