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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: 341 → 397 (+56)

14% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 106

Holders
397
Holders Change
+56
Holders Change %
+16.42%
% 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
Prudential Financial
26
Prudential Financial
New Jersey
$54.7M +$19.6M +159,043 +55%
N
27
Nuveen
North Carolina
$54.5M +$57.2M +464,429 New
Morgan Stanley
28
Morgan Stanley
New York
$54.4M +$10.1M +82,375 +23%
SEI Investments
29
SEI Investments
Pennsylvania
$46.5M +$46.4M +376,689 +8,648%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$45M +$10.7M +86,586 +31%
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$44.4M +$22.9M +185,672 +104%
ACM
32
AEW Capital Management
Massachusetts
$40M -$2.8M -22,700 -6%
Renaissance Technologies
33
Renaissance Technologies
New York
$39.2M +$6.19M +50,300 +19%
RIM
34
Rush Island Management
New York
$37.5M +$17.7M +143,382 +87%
PPA
35
Parametric Portfolio Associates
Washington
$34.5M +$34.8M +282,282 New
Bank of America
36
Bank of America
North Carolina
$29.8M -$11M -89,160 -27%
Millennium Management
37
Millennium Management
New York
$28.1M +$28.4M +230,353 New
Goldman Sachs
38
Goldman Sachs
New York
$26.8M -$3.36M -27,274 -11%
NIPH
39
NN Investment Partners Holdings
Netherlands
$23.4M +$301K +2,442 +1%
WMSA
40
Weiss Multi-Strategy Advisers
New York
$23.4M -$17.9M -145,402 -43%
ACI
41
AMP Capital Investors
Australia
$23.1M -$3.32M -26,929 -12%
UIC
42
Uniplan Investment Counsel
Wisconsin
$21.8M +$633K +5,143 +3%
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.5M +$7.36M +59,772 +55%
Swiss National Bank
44
Swiss National Bank
Switzerland
$20.2M +$1.43M +11,600 +8%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$20M -$836K -6,792 -4%
Barclays
46
Barclays
United Kingdom
$19M +$1.12M +9,068 +6%
RAM
47
RWC Asset Management
United Kingdom
$18.9M +$3.55M +28,864 +23%
Ameriprise
48
Ameriprise
Minnesota
$18.8M -$1.11M -8,991 -5%
UBS Group
49
UBS Group
Switzerland
$18.1M +$10.1M +82,262 +125%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$16.7M -$877K -7,119 -5%
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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 341 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.