Federal Realty Investment Trust
406 hedge funds and large institutions have $8.98B invested in Federal Realty Investment Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 143 reducing their positions, and 29 closing their positions.
3% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 29
1% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 143
0% more capital invested
Capital invested by funds: $8.95B → $8.98B (+$28.3M)
0.06% more ownership
Funds ownership: 96.53% → 96.59% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less funds holding
Funds holding: 408 → 406 (-2)
54% less call options, than puts
Call options by funds: $9.89M | Put options by funds: $21.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$100M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$22.4M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$21.8M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$14.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$49.8M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$31.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$26.7M |
| 4 |
State Street
Boston,
Massachusetts
|
-$21.7M |
| 5 |
Morgan Stanley
New York
|
-$19.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
426
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$51K | -400 | Closed |
|
|
B
427
Bridgeworth
Birmingham,
Alabama
| – | -$23K | -183 | Closed |
|
|
SWA
428
Sutton Wealth Advisors
Tampa,
Florida
| – | -$13K | -103 | Closed |
|
|
PW
429
Price Wealth
Austin,
Texas
| – | -$4K | -28 | Closed |
|
|
MWM
430
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$1K | -12 | Closed |
|
|
RFC
431
Regions Financial Corp
Birmingham,
Alabama
| – | -$1K | -10 | Closed |
|
|
GFP
432
Gryphon Financial Partners
Columbus,
Ohio
| – | -$1K | -6 | Closed |
|
433
Fidelity International
Hamilton,
Bermuda
| – | +$254 | +2 | New |
|
FRT Hedge Fund Activity: Q3 2018 in Review
406 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2018, worth a combined $8.98B — up 0.32% from $8.95B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FRT positions and 29 closed out — a net gain of 1 holder — while 145 added to existing stakes and 143 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $100M. The largest seller was Heitman Real Estate Securities, cutting an estimated $49.8M.
- 406 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2018, down from 408 in Q2 2018.
- Funds reported $8.98B of Federal Realty Investment Trust stock for Q3 2018, up 0.32% quarter-over-quarter.
- 30 funds opened new Federal Realty Investment Trust positions in Q3 2018 and 29 closed out, a net change of +1 holder.
- The largest Federal Realty Investment Trust buyer in Q3 2018 was JP Morgan Chase, an estimated $100M added.
- The largest Federal Realty Investment Trust seller in Q3 2018 was Heitman Real Estate Securities, an estimated $49.8M sold.
Based on aggregated 13F filings for Q3 2018.