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Federal Realty Investment Trust
FRT

398 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

18% more capital invested

Capital invested by funds: $7.48B → $8.79B (+$1.31B)

17% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 124

3% more funds holding

Funds holding: 385 → 398 (+13)

1.71% more ownership

Funds ownership: 94.88% → 96.59% (+1.7%)

4% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $15.6M

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
6.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
145
Reduced
124
Closed
44
Calls
$16.2M
Puts
$15.6M
Net Calls
+$589K
Net Calls Change
+$3.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$209M
2
RC
Resolution Capital
Australia
+$96.8M
3
JG
Jefferies Group
New York
+$50.3M
4
RIM
Rush Island Management
New York
+$36.5M
5
Goldman Sachs
Goldman Sachs
New York
+$30.4M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$98.7M
2
CIM
Centersquare Investment Management
Pennsylvania
-$87.4M
3
First Trust Advisors
First Trust Advisors
Illinois
-$63.6M
4
State Street
State Street
Massachusetts
-$52.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$41.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
26
Brookfield Corp
Ontario, Canada
$50.3M -$1.82M -16,004 -4%
CCMG
27
Clark Capital Management Group
Pennsylvania
$49.5M +$23.4M +206,417 +96%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$46.9M -$375K -3,307 -0.8%
ACM
29
AEW Capital Management
Massachusetts
$43.9M +$1.5M +13,225 +4%
WCP
30
Waterfront Capital Partners
New York
$43.1M +$18.7M +164,522 +81%
Goldman Sachs
31
Goldman Sachs
New York
$39.1M +$30.4M +267,694 +404%
Morgan Stanley
32
Morgan Stanley
New York
$38.2M +$4.69M +41,347 +15%
RIM
33
Rush Island Management
New York
$37.7M +$36.5M +321,686 New
HSBC Holdings
34
HSBC Holdings
United Kingdom
$37.4M +$88.5K +780 +0.2%
ACI
35
AMP Capital Investors
Australia
$36.5M +$2.1M +18,476 +6%
Ameriprise
36
Ameriprise
Minnesota
$35.4M +$2.88M +25,372 +9%
Bank of America
37
Bank of America
North Carolina
$33.4M +$7.33M +64,531 +29%
PPA
38
Parametric Portfolio Associates
Washington
$30.1M +$1.74M +15,314 +6%
CIM
39
Centersquare Investment Management
Pennsylvania
$27.5M -$87.4M -770,353 -77%
WMSA
40
Weiss Multi-Strategy Advisers
New York
$23.9M +$23.1M +203,908 New
CS
41
Credit Suisse
Switzerland
$23M +$1.06M +9,326 +5%
ACM
42
Adelante Capital Management
California
$21.5M +$2.27M +20,038 +12%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$20.6M +$1.96M +17,307 +11%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$20.5M -$845K -7,446 -4%
Citigroup
45
Citigroup
New York
$20.1M +$1.25M +11,024 +7%
Deutsche Bank
46
Deutsche Bank
Germany
$20M +$3.29M +28,942 +20%
State of Tennessee, Department of Treasury
47
State of Tennessee, Department of Treasury
Tennessee
$19.5M +$21K +185 +0.1%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$19.4M -$1.36M -12,001 -7%
Prudential Financial
49
Prudential Financial
New Jersey
$19.3M -$7.82M -68,885 -29%
Swiss National Bank
50
Swiss National Bank
Switzerland
$17.8M -$1.35M -11,900 -7%
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FRT Hedge Fund Activity: Q2 2021 in Review

398 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2021, worth a combined $8.79B — up 18% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FRT positions and 44 closed out — a net gain of 16 holders — while 145 added to existing stakes and 124 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $209M. The largest seller was Bank of New York Mellon, cutting an estimated $98.7M.

  • 398 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2021, up from 385 in Q1 2021.
  • Funds reported $8.79B of Federal Realty Investment Trust stock for Q2 2021, up 18% quarter-over-quarter.
  • 60 funds opened new Federal Realty Investment Trust positions in Q2 2021 and 44 closed out, a net change of +16 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2021 was Cohen & Steers, an estimated $209M added.
  • The largest Federal Realty Investment Trust seller in Q2 2021 was Bank of New York Mellon, an estimated $98.7M sold.

Based on aggregated 13F filings for Q2 2021.