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Federal Realty Investment Trust
FRT

415 hedge funds and large institutions have $7.63B invested in Federal Realty Investment Trust in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 128

0.68% more ownership

Funds ownership: 95.98% → 96.66% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less capital invested

Capital invested by funds: $7.66B → $7.63B (-$24M)

4% less funds holding

Funds holding: 433 → 415 (-18)

24% less call options, than puts

Call options by funds: $9.31M | Put options by funds: $12.3M

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

Holders
415
Holders Change
-18
Holders Change %
-4.16%
% of All Funds
6.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
176
Reduced
128
Closed
48
Calls
$9.31M
Puts
$12.3M
Net Calls
-$2.96M
Net Calls Change
-$228K

Top Buyers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$59.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$28.2M
3
BlackRock
BlackRock
New York
+$25.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$25.7M
5
State Street
State Street
Massachusetts
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
OIAM
OFI Invest Asset Management
France
-$66.7M
2
WCP
Waterfront Capital Partners
New York
-$38.3M
3
SO
STRS Ohio
Ohio
-$21.1M
4
Bank of America
Bank of America
North Carolina
-$21M
5
GA
GRS Advisors
Illinois
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
376
West Paces Advisors
Georgia
$7.45K – – –
BIA
377
Bell Investment Advisors
California
$6.97K +$1.69K +18 +33%
MCM
378
Manchester Capital Management
Vermont
$6.19K – – –
HT
379
Headlands Technologies
Illinois
$6.19K +$6.02K +64 New
SWM
380
Spire Wealth Management
Virginia
$6.1K – – –
FFL
381
Financial Freedom LLC
Ohio
$5.84K – – –
SWA
382
Sutton Wealth Advisors
Florida
$5.61K +$564 +6 +12%
AWM
383
Atticus Wealth Management
Florida
$4.84K – – –
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$4.74K – – –
PTC
385
Private Trust Company
Ohio
$4.36K -$282 -3 -6%
EARNEST Partners
386
EARNEST Partners
Georgia
$3.29K – – –
ZB
387
Zions Bancorporation
Utah
$3.19K +$846 +9 +38%
GKIM
388
GW&K Investment Management
Massachusetts
$3K +$2.54K +27 New
CSB
389
City State Bank
Iowa
$3K +$2.73K +29 New
CWC
390
Carolinas Wealth Consulting
North Carolina
$2.74K – – –
LC
391
Lindbrook Capital
California
$2.23K -$658 -7 -23%
CWA
392
Clearview Wealth Advisors
Oregon
$1.94K +$94 +1 +5%
YDMI
393
Y.D. More Investments
Israel
$1.94K -$564 -6 -23%
SIS
394
Sound Income Strategies
Florida
$1.94K – – –
BWM
395
Baystate Wealth Management
Massachusetts
$1.94K +$1.88K +20 New
IHWM
396
Iron Horse Wealth Management
Iowa
$1.84K – – –
VCM
397
Versant Capital Management
Arizona
$1.84K +$470 +5 +36%
FHA
398
First Horizon Advisors
Tennessee
$1.74K -$1.6K -17 -49%
MA
399
MCF Advisors
Kentucky
$1.55K – – –
KA
400
Kozak & Associates
Colorado
$1.46K – – –
14 15
16
17 18

FRT Hedge Fund Activity: Q2 2023 in Review

415 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2023, worth a combined $7.63B — down 0.31% from $7.66B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FRT and 33 opened new positions — a net loss of 15 holders — while 128 trimmed existing stakes and 176 added.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $59.6M. The largest seller was OFI Invest Asset Management, cutting an estimated $66.7M.

  • 415 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2023, down from 433 in Q1 2023.
  • Funds reported $7.63B of Federal Realty Investment Trust stock for Q2 2023, down 0.31% quarter-over-quarter.
  • 33 funds opened new Federal Realty Investment Trust positions in Q2 2023 and 48 closed out, a net change of -15 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2023 was Alyeska Investment Group, an estimated $59.6M added.
  • The largest Federal Realty Investment Trust seller in Q2 2023 was OFI Invest Asset Management, an estimated $66.7M sold.

Based on aggregated 13F filings for Q2 2023.