Federal Realty Investment Trust
FRT
385 hedge funds and large institutions have $7.48B invested in Federal Realty Investment Trust in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 120 reducing their positions, and 51 closing their positions.
23% more capital invested
Capital invested by funds: $6.1B → $7.48B (+$1.38B)
19% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 120
18% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 51
2% more funds holding
Funds holding: 379 → 385 (+6)
0.38% more ownership
Funds ownership: 94.5% → 94.88% (+0.38%)
15% less call options, than puts
Call options by funds: $17.7M | Put options by funds: $20.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$177M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$88.6M |
| 3 |
Cohen & Steers
New York
|
+$60.1M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$42.9M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$33.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$57.2M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$54.8M |
| 3 |
Morgan Stanley
New York
|
-$35.3M |
| 4 |
State Street
Boston,
Massachusetts
|
-$25M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$20.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCG
426
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$30K | -348 | Closed |
|
427
Lazard Asset Management
New York
| – | -$21K | -254 | Closed |
|
|
O
428
Ossiam
Paris,
France
| – | -$14K | -170 | Closed |
|
|
AIL
429
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$13K | -153 | Closed |
|
|
IA
430
Inspire Advisors
Meridian,
Idaho
| – | -$12K | -137 | Closed |
|
|
DOA
431
D'Orazio & Associates
Falls Church,
Virginia
| – | -$8K | -96 | Closed |
|
|
RPWA
432
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | -$8K | -90 | Closed |
|
|
RE
433
RBC Europe
London,
United Kingdom
| – | -$6.04K | -71 | Closed |
|
|
CCA
434
Childress Capital Advisors
Houston,
Texas
| – | -$4K | -43 | Closed |
|
|
ASN
435
Advisory Services Network
Atlanta,
Georgia
| – | -$2K | -22 | Closed |
|
|
TI
436
tru Independence
Portland,
Oregon
| – | -$1 | -9 | Closed |
|
|
TFGT
437
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$1K | -5 | Closed |
|
FRT Hedge Fund Activity: Q1 2021 in Review
385 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2021, worth a combined $7.48B — up 23% from $6.1B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new FRT positions and 51 closed out — a net gain of 9 holders — while 143 added to existing stakes and 120 trimmed.
The largest buyer was Resolution Capital, opening a new position worth an estimated $177M. The largest seller was Invesco, cutting an estimated $57.2M.
- 385 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2021, up from 379 in Q4 2020.
- Funds reported $7.48B of Federal Realty Investment Trust stock for Q1 2021, up 23% quarter-over-quarter.
- 60 funds opened new Federal Realty Investment Trust positions in Q1 2021 and 51 closed out, a net change of +9 holders.
- The largest Federal Realty Investment Trust buyer in Q1 2021 was Resolution Capital, an estimated $177M added.
- The largest Federal Realty Investment Trust seller in Q1 2021 was Invesco, an estimated $57.2M sold.
Based on aggregated 13F filings for Q1 2021.