Federal Realty Investment Trust
387 hedge funds and large institutions have $5.3B invested in Federal Realty Investment Trust in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 141 increasing their positions, 148 reducing their positions, and 86 closing their positions.
4.25% more ownership
Funds ownership: 93.41% → 97.65% (+4.2%)
5% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 148
10% less funds holding
Funds holding: 428 → 387 (-41)
23% less call options, than puts
Call options by funds: $3.97M | Put options by funds: $5.18M
42% less capital invested
Capital invested by funds: $9.08B → $5.3B (-$3.79B)
44% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 86
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$154M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$115M |
| 3 |
BPSG
Brookfield Public Securities Group
New York
|
+$51.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.2M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$35.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$121M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$89.9M |
| 3 |
JP Morgan Chase
New York
|
-$52.4M |
| 4 |
Goldman Sachs
New York
|
-$47.2M |
| 5 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$37.5M |
FRT Hedge Fund Activity: Q1 2020 in Review
387 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2020, worth a combined $5.3B — down 42% from $9.08B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of FRT and 48 opened new positions — a net loss of 38 holders — while 148 trimmed existing stakes and 141 added.
The largest buyer was Invesco, adding an estimated $154M. The largest seller was Resolution Capital, exiting entirely with an estimated $121M sold.
- 387 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2020, down from 428 in Q4 2019.
- Funds reported $5.3B of Federal Realty Investment Trust stock for Q1 2020, down 42% quarter-over-quarter.
- 48 funds opened new Federal Realty Investment Trust positions in Q1 2020 and 86 closed out, a net change of -38 holders.
- The largest Federal Realty Investment Trust buyer in Q1 2020 was Invesco, an estimated $154M added.
- The largest Federal Realty Investment Trust seller in Q1 2020 was Resolution Capital, an estimated $121M sold.
Based on aggregated 13F filings for Q1 2020.