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Federal Realty Investment Trust
FRT

414 hedge funds and large institutions have $7.14B invested in Federal Realty Investment Trust in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 137 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $4.47M

15% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 137

7% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 43

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.12% less ownership

Funds ownership: 96.66% → 96.54% (-0.12%)

0% less funds holding

Funds holding: 415 → 414 (-1)

6% less capital invested

Capital invested by funds: $7.63B → $7.14B (-$496M)

Holders
414
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
157
Reduced
137
Closed
43
Calls
$10.8M
Puts
$4.47M
Net Calls
+$6.36M
Net Calls Change
+$9.32M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$87.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$50.2M
3
PI
PGGM Investments
Netherlands
+$33.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$28.9M
5
Millennium Management
Millennium Management
New York
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$284M
2
RC
Resolution Capital
Australia
-$49M
3
BlackRock
BlackRock
New York
-$14.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$13.1M
5
RIM
Rush Island Management
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
401
Versant Capital Management
Arizona
$1.72K – – –
PCA
402
Providence Capital Advisors
North Carolina
$1.72K +$1.87K +19 New
FHA
403
First Horizon Advisors
Tennessee
$1.63K – – –
CWC
404
Carolinas Wealth Consulting
North Carolina
$1.46K -$1.18K -12 -43%
MA
405
MCF Advisors
Kentucky
$1.45K – – –
KA
406
Kozak & Associates
Colorado
$1.3K – – –
BAAM
407
Baker Avenue Asset Management
California
$1.09K +$690 +7 +140%
C
408
Covestor
United Kingdom
$1K -$99 -1 -7%
TFM
409
TFC Financial Management
Massachusetts
$726 – – –
UFF
410
USA Financial Formulas
Michigan
$544 – – –
NSIM
411
North Star Investment Management
Illinois
$453 – – –
ECM
412
Everence Capital Management
Indiana
$403 – – –
TCM
413
Tradewinds Capital Management
Washington
$272 – – –
Balyasny Asset Management
414
Balyasny Asset Management
Illinois
– -$10.7M -110,723 Closed
Renaissance Technologies
415
Renaissance Technologies
New York
– -$3.8M -39,300 Closed
GCA
416
GSI Capital Advisors
California
– -$3.24M -33,512 Closed
VIA
417
Vident Investment Advisory
Georgia
– -$2.01M -20,747 Closed
AC
418
Allstate Corporation
Illinois
– -$1.92M -19,791 Closed
EP
419
Edgestream Partners
New Jersey
– -$1.84M -18,967 Closed
E
420
Ergoteles
New York
– -$1.7M -17,560 Closed
MG
421
Marex Group
– -$1.69M -17,500 Closed
Tudor Investment Corp
422
Tudor Investment Corp
Connecticut
– -$935K -9,666 Closed
MFG
423
Merit Financial Group
Georgia
– -$916K -9,463 Closed
ICA
424
Infrastructure Capital Advisors
New York
– -$892K -9,221 Closed
Parallax Volatility Advisers
425
Parallax Volatility Advisers
California
– -$520K -5,376 Closed
15 16
17
18 19

FRT Hedge Fund Activity: Q3 2023 in Review

414 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2023, worth a combined $7.14B — down 6.5% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FRT positions and 43 closed out — a net gain of 3 holders — while 157 added to existing stakes and 137 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $87.4M. The largest seller was State Street, cutting an estimated $284M.

  • 414 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2023, down from 415 in Q2 2023.
  • Funds reported $7.14B of Federal Realty Investment Trust stock for Q3 2023, down 6.5% quarter-over-quarter.
  • 46 funds opened new Federal Realty Investment Trust positions in Q3 2023 and 43 closed out, a net change of +3 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2023 was Massachusetts Financial Services, an estimated $87.4M added.
  • The largest Federal Realty Investment Trust seller in Q3 2023 was State Street, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2023.