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Federal Realty Investment Trust
FRT

397 hedge funds and large institutions have $8.92B invested in Federal Realty Investment Trust in 2022 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 121 increasing their positions, 106 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

92% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 66

52% more call options, than puts

Call options by funds: $7.08M | Put options by funds: $4.66M

21.59% more ownership

Funds ownership: 71.81% → 93.4% (+22%)

18% more capital invested

Capital invested by funds: $7.54B → $8.92B (+$1.38B)

16% more funds holding

Funds holding: 341 → 397 (+56)

14% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 106

Holders
397
Holders Change
+56
Holders Change %
+16.42%
% of All Funds
6.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
127
Increased
121
Reduced
106
Closed
66
Calls
$7.08M
Puts
$4.66M
Net Calls
+$2.43M
Net Calls Change
+$3.68M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.49B
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$134M
3
Cohen & Steers
Cohen & Steers
New York
+$120M
4
N
Natixis
France
+$80.3M
5
Invesco
Invesco
Georgia
+$63.1M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$112M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$61.3M
3
BlackRock
BlackRock
New York
-$34.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.4M
5
CGM
Capital Growth Management
Massachusetts
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
376
EverSource Wealth Advisors
Alabama
$3K – – –
TFO
377
Tarbox Family Office
California
$3K – – –
EW
378
Evoke Wealth
California
$2K – – –
FPS
379
Fieldpoint Private Securities
Connecticut
$2K – – –
KA
380
Kozak & Associates
Colorado
$2K – – –
MA
381
MCF Advisors
Kentucky
$2K +$1.97K +16 New
CWC
382
Carolinas Wealth Consulting
North Carolina
$2K +$2.09K +17 New
TWA
383
TCI Wealth Advisors
Arizona
$2K +$2.09K +17 New
WTA
384
Washington Trust Advisors
Massachusetts
$2K +$2.09K +17 New
GKIM
385
GW&K Investment Management
Massachusetts
$2K +$2.34K +19 New
CIAS
386
CFS Investment Advisory Services
New Jersey
$2K +$23.7M +192,626 New
Canada Pension Plan Investment Board
387
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$5.24M -42,519 -100%
UFF
388
USA Financial Formulas
Michigan
$1K -$1.36M -11,051 -100%
HIA
389
Harbor Investment Advisory
Maryland
$1K – – –
HS
390
Horan Securities
United States
$1K – – –
VCM
391
Versant Capital Management
Arizona
$1K +$493 +4 +50%
CFB
392
Cullen/Frost Bankers
Texas
$1K +$862 +7 New
TFM
393
TFC Financial Management
Massachusetts
$1K +$985 +8 New
IRC
394
Investors Research Corp
Georgia
$1K +$1.23K +10 New
WC
395
Wexford Capital
Florida
$486 +$491K +3,984 New
AGM
396
Alpine Global Management
New York
$280 -$283K -2,294 -50%
ZP
397
Zimmer Partners
New York
– -$112M -825,000 Closed
CP
398
Castleview Partners
Texas
– -$4.01K -546,686 Closed
CCMG
399
Clark Capital Management Group
Pennsylvania
– -$61.3M -449,865 Closed
CGM
400
Capital Growth Management
Massachusetts
– -$25.9M -190,000 Closed
14 15
16
17 18

FRT Hedge Fund Activity: Q1 2022 in Review

397 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2022, worth a combined $8.92B — up 18% from $7.54B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new FRT positions and 66 closed out — a net gain of 61 holders — while 121 added to existing stakes and 106 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.49B. The largest seller was Zimmer Partners, exiting entirely with an estimated $112M sold.

  • 397 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2022, up from 341 in Q4 2021.
  • Funds reported $8.92B of Federal Realty Investment Trust stock for Q1 2022, up 18% quarter-over-quarter.
  • 127 funds opened new Federal Realty Investment Trust positions in Q1 2022 and 66 closed out, a net change of +61 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2022 was Vanguard Group, an estimated $1.49B added.
  • The largest Federal Realty Investment Trust seller in Q1 2022 was Zimmer Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2022.