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Federal Realty Investment Trust
FRT

397 hedge funds and large institutions have $8.92B invested in Federal Realty Investment Trust in 2022 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 121 increasing their positions, 106 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

92% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 66

52% more call options, than puts

Call options by funds: $7.08M | Put options by funds: $4.66M

21.59% more ownership

Funds ownership: 71.81% → 93.4% (+22%)

18% more capital invested

Capital invested by funds: $7.54B → $8.92B (+$1.38B)

16% more funds holding

Funds holding: 342 → 397 (+55)

14% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 106

Holders
397
Holders Change
+55
Holders Change %
+16.08%
% of All Funds
6.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
127
Increased
121
Reduced
106
Closed
66
Calls
$7.08M
Puts
$4.66M
Net Calls
+$2.43M
Net Calls Change
+$3.68M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.49B
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$134M
3
Cohen & Steers
Cohen & Steers
New York
+$120M
4
N
Natixis
France
+$80.3M
5
Invesco
Invesco
Georgia
+$63.1M

Top Sellers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
-$112M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$61.3M
3
BlackRock
BlackRock
New York
-$34.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$26.4M
5
CGM
Capital Growth Management
Massachusetts
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
DT
426
Diversified Trust
Tennessee
– -$536K -3,931 Closed
ECM
427
Everence Capital Management
Indiana
– -$432K -3,170 Closed
BAM
428
Blueshift Asset Management
New Jersey
– -$431K -3,160 Closed
BC
429
Bridgefront Capital
Texas
– -$418K -3,068 Closed
AP
430
Advisor Partners
California
– -$299K -2,187 Closed
SWM
431
Spire Wealth Management
Virginia
– -$288K -2,115 Closed
GI
432
GAMCO Investors
Connecticut
– -$273K -2,000 Closed
GT
433
Greenleaf Trust
Michigan
– -$251K -1,838 Closed
AIA
434
Arrow Investment Advisors
Maryland
– -$231K -1,698 Closed
CI
435
Cigna Investments
Connecticut
– -$224K -1,647 Closed
PAG
436
Private Advisor Group
New Jersey
– -$222K -1,626 Closed
HCM
437
Howard Capital Management
Georgia
– -$217K -1,595 Closed
QTM
438
qPULA Trading Management
New York
– -$212K -1,556 Closed
SCM
439
SOL Capital Management
Maryland
– -$211K -1,550 Closed
GIA
440
Gateway Investment Advisers
Ohio
– -$208K -1,524 Closed
PIM
441
Penobscot Investment Management
Massachusetts
– -$204K -1,500 Closed
TCOV
442
Trust Company of Vermont
Vermont
– -$177K -1,300 Closed
PMAM
443
Penn Mutual Asset Management
Pennsylvania
– -$136K -995 Closed
EBA
444
Eagle Bay Advisors
New York
– -$102K -750 Closed
DAM
445
Delta Asset Management
Tennessee
– -$72K -525 Closed
AAM
446
Advisors Asset Management
Colorado
– -$71K -523 Closed
MGIM
447
M&G Investment Management
United Kingdom
– -$12.5K -484 Closed
Twin Tree Management
448
Twin Tree Management
Texas
– -$60K -439 Closed
PA
449
PSI Advisors
Florida
– -$32K -234 Closed
GWM
450
Geneos Wealth Management
Colorado
– -$27K -200 Closed
15 16 17
18
19

FRT Hedge Fund Activity: Q1 2022 in Review

397 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2022, worth a combined $8.92B — up 18% from $7.54B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new FRT positions and 66 closed out — a net gain of 61 holders — while 121 added to existing stakes and 106 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.49B. The largest seller was Zimmer Partners, exiting entirely with an estimated $112M sold.

  • 397 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2022, up from 342 in Q4 2021.
  • Funds reported $8.92B of Federal Realty Investment Trust stock for Q1 2022, up 18% quarter-over-quarter.
  • 127 funds opened new Federal Realty Investment Trust positions in Q1 2022 and 66 closed out, a net change of +61 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2022 was Vanguard Group, an estimated $1.49B added.
  • The largest Federal Realty Investment Trust seller in Q1 2022 was Zimmer Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2022.