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Federal Realty Investment Trust
FRT

415 hedge funds and large institutions have $7.63B invested in Federal Realty Investment Trust in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 128

0.68% more ownership

Funds ownership: 95.98% → 96.66% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% less capital invested

Capital invested by funds: $7.66B → $7.63B (-$24M)

4% less funds holding

Funds holding: 433 → 415 (-18)

24% less call options, than puts

Call options by funds: $9.31M | Put options by funds: $12.3M

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

Holders
415
Holders Change
-18
Holders Change %
-4.16%
% of All Funds
6.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
176
Reduced
128
Closed
48
Calls
$9.31M
Puts
$12.3M
Net Calls
-$2.96M
Net Calls Change
-$228K

Top Buyers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$59.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$28.2M
3
BlackRock
BlackRock
New York
+$25.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$25.7M
5
State Street
State Street
Massachusetts
+$23.3M

Top Sellers

Rank Fund Capital Flow
1
OIAM
OFI Invest Asset Management
France
-$66.7M
2
WCP
Waterfront Capital Partners
New York
-$38.3M
3
SO
STRS Ohio
Ohio
-$21.1M
4
Bank of America
Bank of America
North Carolina
-$21M
5
GA
GRS Advisors
Illinois
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
451
Central Trust Company
Missouri
– -$13.3K -135 Closed
PMAM
452
Picton Mahoney Asset Management
Ontario, Canada
– -$12K -120 Closed
CFGS
453
Concourse Financial Group Securities
Alabama
– -$3.01K -32 Closed
IFAM
454
Institutional & Family Asset Management
Colorado
– -$2.17K -22 Closed
BFPW
455
BOK Financial Private Wealth
Colorado
– -$1.78K -18 Closed
WTA
456
Washington Trust Advisors
Massachusetts
– -$1.78K -18 Closed
TWA
457
TCI Wealth Advisors
Arizona
– -$1.68K -17 Closed
EBA
458
Eagle Bay Advisors
New York
– -$692 -7 Closed
GFWA
459
Grey Fox Wealth Advisors
Delaware
– -$593 -6 Closed
CFB
460
Cullen/Frost Bankers
Texas
– -$494 -5 Closed
CFO
461
CVA Family Office
Colorado
– -$494 -5 Closed
AW
462
Avion Wealth
Texas
– +$564 +6 New
15 16 17 18
19

FRT Hedge Fund Activity: Q2 2023 in Review

415 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2023, worth a combined $7.63B — down 0.31% from $7.66B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of FRT and 33 opened new positions — a net loss of 15 holders — while 128 trimmed existing stakes and 176 added.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $59.6M. The largest seller was OFI Invest Asset Management, cutting an estimated $66.7M.

  • 415 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2023, down from 433 in Q1 2023.
  • Funds reported $7.63B of Federal Realty Investment Trust stock for Q2 2023, down 0.31% quarter-over-quarter.
  • 33 funds opened new Federal Realty Investment Trust positions in Q2 2023 and 48 closed out, a net change of -15 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2023 was Alyeska Investment Group, an estimated $59.6M added.
  • The largest Federal Realty Investment Trust seller in Q2 2023 was OFI Invest Asset Management, an estimated $66.7M sold.

Based on aggregated 13F filings for Q2 2023.