We are live on ! Find out more
FRT icon

Federal Realty Investment Trust
FRT

424 hedge funds and large institutions have $9.13B invested in Federal Realty Investment Trust in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 166 increasing their positions, 128 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

30% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 128

15% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $3.15M

4% more funds holding

Funds holding: 407 → 424 (+17)

1.36% less ownership

Funds ownership: 96.06% → 94.7% (-1.4%)

8% less capital invested

Capital invested by funds: $9.89B → $9.13B (-$761M)

Holders
424
Holders Change
+17
Holders Change %
+4.18%
% of All Funds
9.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
166
Reduced
128
Closed
34
Calls
$3.62M
Puts
$3.15M
Net Calls
+$464K
Net Calls Change
-$5.3M

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$84.7M
2
PI
PGGM Investments
Netherlands
+$81.9M
3
State Street
State Street
Massachusetts
+$36.2M
4
CC
Carlson Capital
Texas
+$27M
5
IC
Inverness Counsel
New York
+$21.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$103M
2
BC
Brookfield Corp
Ontario, Canada
-$86.4M
3
RC
Resolution Capital
Australia
-$42M
4
JP Morgan Chase
JP Morgan Chase
New York
-$28.8M
5
Goldman Sachs
Goldman Sachs
New York
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
401
Winslow Evans & Crocker
Massachusetts
$4K – – –
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$4K +$265 +2 +6%
First Manhattan
403
First Manhattan
New York
$4K +$4.38K +33 New
PFBT
404
Parkside Financial Bank & Trust
Missouri
$3K -$1.19K -9 -28%
Bessemer Group
405
Bessemer Group
New Jersey
$3K – – –
CJA
406
C-J Advisory
California
$3K – – –
ESB
407
Essex Savings Bank
Connecticut
$3K – – –
HPC
408
HM Payson & Co
Maine
$3K – – –
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
PA
410
Parallel Advisors
California
$3K – – –
PCP
411
Proficio Capital Partners
Massachusetts
$3K – – –
CAW
412
Cornerstone Advisors (Washington)
Washington
$3K +$398 +3 +18%
CI
413
CX Institutional
Indiana
$3K +$398 +3 +18%
AF
414
Advisornet Financial
Minnesota
$3K +$3.05K +23 New
CFG
415
Citizens Financial Group
Rhode Island
$2K -$5.71K -43 -78%
LGWM
416
Litman Gregory Wealth Management
California
$2K +$1.86K +14 New
GWMIA
417
Global Wealth Management Investment Advisory
Florida
$1K – – –
LWM
418
Liberty Wealth Management
California
$1K – – –
RIA
419
Realta Investment Advisors
Delaware
$1K – – –
TFGT
420
TS Financial Group (TSFG)
Illinois
$1K – – –
Fidelity International
421
Fidelity International
Bermuda
$1K +$133 +1 +13%
NCM
422
Next Capital Management
New York
$1K +$929 +7 New
Kayne Anderson Rudnick Investment Management
423
Kayne Anderson Rudnick Investment Management
California
$1K +$1.19K +9 New
ED
424
Exane Derivatives
France
$129 – – –
GT
425
Glenmede Trust
Pennsylvania
$5 – – –
15 16
17
18 19

FRT Hedge Fund Activity: Q2 2019 in Review

424 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2019, worth a combined $9.13B — down 7.7% from $9.89B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FRT positions and 34 closed out — a net gain of 21 holders — while 166 added to existing stakes and 128 trimmed.

The largest buyer was Nuveen, adding an estimated $84.7M. The largest seller was BlackRock, cutting an estimated $103M.

  • 424 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2019, up from 407 in Q1 2019.
  • Funds reported $9.13B of Federal Realty Investment Trust stock for Q2 2019, down 7.7% quarter-over-quarter.
  • 55 funds opened new Federal Realty Investment Trust positions in Q2 2019 and 34 closed out, a net change of +21 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2019 was Nuveen, an estimated $84.7M added.
  • The largest Federal Realty Investment Trust seller in Q2 2019 was BlackRock, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2019.