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Federal Realty Investment Trust
FRT

433 hedge funds and large institutions have $7.66B invested in Federal Realty Investment Trust in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 185 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 125

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

1% more funds holding

Funds holding: 427 → 433 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less capital invested

Capital invested by funds: $7.89B → $7.66B (-$239M)

1.46% less ownership

Funds ownership: 97.44% → 95.98% (-1.5%)

25% less call options, than puts

Call options by funds: $8.12M | Put options by funds: $10.8M

Holders
433
Holders Change
+6
Holders Change %
+1.41%
% of All Funds
6.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
185
Reduced
125
Closed
37
Calls
$8.12M
Puts
$10.8M
Net Calls
-$2.73M
Net Calls Change
-$4.44M

Top Buyers

Rank Fund Capital Flow
1
WCP
Waterfront Capital Partners
New York
+$40.6M
2
BlackRock
BlackRock
New York
+$22M
3
Morgan Stanley
Morgan Stanley
New York
+$19.8M
4
RIM
Rush Island Management
New York
+$17.3M
5
Charles Schwab
Charles Schwab
California
+$16.6M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$84.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$63.5M
3
RC
Resolution Capital
Australia
-$53.1M
4
Invesco
Invesco
Georgia
-$44.9M
5
Wolverine Trading
Wolverine Trading
Illinois
-$34.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$33.5M +$14.3M +136,607 +67%
SO
27
STRS Ohio
Ohio
$29.7M -$10.8M -103,193 -26%
N
28
Nuveen
North Carolina
$28M -$4.5M -43,058 -13%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$25.9M -$20.6M -197,337 -43%
Victory Capital Management
30
Victory Capital Management
Texas
$25M +$3.5M +33,481 +15%
Nomura Asset Management
31
Nomura Asset Management
Japan
$23.2M +$2.22M +21,247 +10%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$22M +$2.31M +22,108 +11%
Macquarie Group
33
Macquarie Group
Australia
$20.6M -$1.84M -17,573 -8%
Deutsche Bank
34
Deutsche Bank
Germany
$20.4M +$11.1M +105,877 +105%
GA
35
GRS Advisors
Illinois
$19.5M +$7.33M +70,094 +55%
UIC
36
Uniplan Investment Counsel
Wisconsin
$17.9M -$114K -1,086 -0.6%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$17.6M +$26.9K +257 +0.1%
Ameriprise
38
Ameriprise
Minnesota
$17.1M +$4.09M +39,093 +23%
RAM
39
RWC Asset Management
United Kingdom
$16.4M +$1.46M +13,967 +9%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$15.6M -$2.89M -27,626 -15%
Swiss National Bank
41
Swiss National Bank
Switzerland
$15.6M -$1.89M -18,100 -10%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$15M +$272K +2,602 +2%
MYAM
43
Meiji Yasuda Asset Management
Japan
$14.7M +$13.2M +126,094 +555%
CS
44
Credit Suisse
Switzerland
$14.6M +$2.12M +20,239 +16%
Prudential Financial
45
Prudential Financial
New Jersey
$13.7M +$181K +1,729 +1%
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.7M +$1.28M +12,282 +10%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$13.6M -$512K -4,901 -3%
AllianceBernstein
48
AllianceBernstein
Tennessee
$12.8M +$323K +3,086 +2%
Axa
49
Axa
France
$12.4M – – –
Russell Investments Group
50
Russell Investments Group
United Kingdom
$12.1M -$1.02M -9,779 -7%
1
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FRT Hedge Fund Activity: Q1 2023 in Review

433 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2023, worth a combined $7.66B — down 3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new FRT positions and 37 closed out — a net gain of 12 holders — while 185 added to existing stakes and 125 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $40.6M. The largest seller was State Street, cutting an estimated $84.2M.

  • 433 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2023, up from 427 in Q4 2022.
  • Funds reported $7.66B of Federal Realty Investment Trust stock for Q1 2023, down 3% quarter-over-quarter.
  • 49 funds opened new Federal Realty Investment Trust positions in Q1 2023 and 37 closed out, a net change of +12 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2023 was Waterfront Capital Partners, an estimated $40.6M added.
  • The largest Federal Realty Investment Trust seller in Q1 2023 was State Street, an estimated $84.2M sold.

Based on aggregated 13F filings for Q1 2023.