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Federal Realty Investment Trust
FRT

414 hedge funds and large institutions have $7.14B invested in Federal Realty Investment Trust in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 137 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $4.47M

15% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 137

7% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 43

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.12% less ownership

Funds ownership: 96.66% → 96.54% (-0.12%)

0% less funds holding

Funds holding: 415 → 414 (-1)

6% less capital invested

Capital invested by funds: $7.63B → $7.14B (-$496M)

Holders
414
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
157
Reduced
137
Closed
43
Calls
$10.8M
Puts
$4.47M
Net Calls
+$6.36M
Net Calls Change
+$9.32M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$87.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$50.2M
3
PI
PGGM Investments
Netherlands
+$33.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$28.9M
5
Millennium Management
Millennium Management
New York
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$284M
2
RC
Resolution Capital
Australia
-$49M
3
BlackRock
BlackRock
New York
-$14.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$13.1M
5
RIM
Rush Island Management
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
26
Macquarie Group
Australia
$33M -$1.49M -15,075 -4%
Barclays
27
Barclays
United Kingdom
$32.1M +$17.6M +178,285 +101%
Adage Capital Partners
28
Adage Capital Partners
Massachusetts
$30.6M +$10.3M +104,800 +45%
Nomura Asset Management
29
Nomura Asset Management
Japan
$30.4M +$4.16M +42,235 +14%
SEI Investments
30
SEI Investments
Pennsylvania
$28.8M -$534K -5,415 -2%
N
31
Nuveen
North Carolina
$28.7M -$3.86M -39,207 -11%
Goldman Sachs
32
Goldman Sachs
New York
$28.5M +$10.7M +108,379 +53%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$26.3M +$4.12M +41,850 +17%
Victory Capital Management
34
Victory Capital Management
Texas
$24M +$508K +5,160 +2%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$23.8M +$127K +1,291 +0.5%
VF
36
Vest Financial
Virginia
$20M +$9.72M +98,678 +81%
Millennium Management
37
Millennium Management
New York
$18.6M +$20.3M +205,749 New
RAM
38
RWC Asset Management
United Kingdom
$17.7M +$646K +6,558 +3%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$16.3M -$99 -1 -0%
UIC
40
Uniplan Investment Counsel
Wisconsin
$16M +$276K +2,804 +2%
GA
41
GRS Advisors
Illinois
$15.5M +$16.9M +171,251 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$14.8M -$188K -1,907 -1%
Swiss National Bank
43
Swiss National Bank
Switzerland
$14.6M +$158K +1,600 +1%
Deutsche Bank
44
Deutsche Bank
Germany
$14.6M -$1.93M -19,556 -11%
State of Tennessee, Department of Treasury
45
State of Tennessee, Department of Treasury
Tennessee
$14.5M +$5.86M +59,463 +59%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$14.5M +$830K +8,425 +6%
UBS Group
47
UBS Group
Switzerland
$14.1M +$646K +6,552 +4%
MCM
48
Masterton Capital Management
New York
$13.9M -$1.08M -11,000 -7%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$13.5M -$768K -7,790 -5%
CS
50
Credit Suisse
Switzerland
$13.4M -$1.14M -11,598 -7%
1
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FRT Hedge Fund Activity: Q3 2023 in Review

414 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2023, worth a combined $7.14B — down 6.5% from $7.63B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FRT positions and 43 closed out — a net gain of 3 holders — while 157 added to existing stakes and 137 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $87.4M. The largest seller was State Street, cutting an estimated $284M.

  • 414 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2023, down from 415 in Q2 2023.
  • Funds reported $7.14B of Federal Realty Investment Trust stock for Q3 2023, down 6.5% quarter-over-quarter.
  • 46 funds opened new Federal Realty Investment Trust positions in Q3 2023 and 43 closed out, a net change of +3 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2023 was Massachusetts Financial Services, an estimated $87.4M added.
  • The largest Federal Realty Investment Trust seller in Q3 2023 was State Street, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2023.