Federal Realty Investment Trust
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$59.6M |
| 2 |
JP Morgan Chase
New York
|
+$28.2M |
| 3 |
BlackRock
New York
|
+$25.8M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$25.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$66.7M |
| 2 |
WCP
Waterfront Capital Partners
New York
|
-$38.3M |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
-$21.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$21M |
| 5 |
GA
GRS Advisors
Chicago,
Illinois
|
-$19.5M |
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.