Federal Realty Investment Trust
411 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 124 reducing their positions, and 25 closing their positions.
84% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 25
29% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 124
3% more funds holding
Funds holding: 398 → 411 (+13)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more capital invested
Capital invested by funds: $8.79B → $8.79B (+$160K)
0.71% less ownership
Funds ownership: 96.59% → 95.88% (-0.71%)
2% less call options, than puts
Call options by funds: $12.4M | Put options by funds: $12.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$117M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$36.4M |
| 3 |
WCP
Waterfront Capital Partners
New York
|
+$28.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$27.9M |
| 5 |
Cohen & Steers
New York
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$226M |
| 2 |
State Street
Boston,
Massachusetts
|
-$58.8M |
| 3 |
JG
Jefferies Group
New York
|
-$50.3M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$24.6M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$17.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
426
Gemmer Asset Management
Walnut Creek,
California
| – | -$29K | -250 | Closed |
|
|
ASN
427
Advisory Services Network
Atlanta,
Georgia
| – | -$11K | -100 | Closed |
|
|
CFO
428
CVA Family Office
Denver,
Colorado
| – | -$8K | -65 | Closed |
|
|
NFSG
429
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$4K | -35 | Closed |
|
|
SFO
430
Standard Family Office
Sioux Falls,
South Dakota
| – | -$3K | -27 | Closed |
|
431
AssetMark Inc
Concord,
California
| – | -$3K | -25 | Closed |
|
|
LWCFA
432
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$3K | -24 | Closed |
|
|
CA
433
Clearstead Advisors
Cleveland,
Ohio
| – | -$2K | -13 | Closed |
|
434
CI Investments Inc
Toronto,
Ontario, Canada
| – | +$474 | +4 | New |
|
|
SWA
435
SOA Wealth Advisors
New York
| – | +$593 | +5 | New |
|
|
FCAS
436
First Command Advisory Services
Fort Worth,
Texas
| – | +$3.67K | +31 | New |
|
FRT Hedge Fund Activity: Q3 2021 in Review
411 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2021, worth a combined $8.79B — up 0% from $8.79B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new FRT positions and 25 closed out — a net gain of 21 holders — while 160 added to existing stakes and 124 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $117M. The largest seller was PGGM Investments, cutting an estimated $226M.
- 411 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2021, up from 398 in Q2 2021.
- Funds reported $8.79B of Federal Realty Investment Trust stock for Q3 2021, up 0% quarter-over-quarter.
- 46 funds opened new Federal Realty Investment Trust positions in Q3 2021 and 25 closed out, a net change of +21 holders.
- The largest Federal Realty Investment Trust buyer in Q3 2021 was JP Morgan Chase, an estimated $117M added.
- The largest Federal Realty Investment Trust seller in Q3 2021 was PGGM Investments, an estimated $226M sold.
Based on aggregated 13F filings for Q3 2021.