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Federal Realty Investment Trust

406 hedge funds and large institutions have $8.98B invested in Federal Realty Investment Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 143

0% more capital invested

Capital invested by funds: $8.95B → $8.98B (+$28.3M)

0.06% more ownership

Funds ownership: 96.53%96.59% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 408406 (-2)

54% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $21.5M

Holders
406
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
145
Reduced
143
Closed
29
Calls
$9.89M
Puts
$21.5M
Net Calls
-$11.6M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
HRES
51
Heitman Real Estate Securities
Illinois
$22.7M -$49.8M -392,426 -72%
Citigroup
52
Citigroup
New York
$22.6M +$3.29M +25,922 +17%
Barclays
53
Barclays
United Kingdom
$22.2M +$5.73M +45,086 +35%
AllianceBernstein
54
AllianceBernstein
Tennessee
$21.9M -$84.2K -663 -0.4%
Citadel Advisors
55
Citadel Advisors
Florida
$20.3M +$13.2M +103,774 +182%
SCRM
56
Security Capital Research & Management
Illinois
$19.6M -$1.18M -9,268 -6%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$18.4M +$146K +1,150 +0.8%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$18M -$595K -4,681 -3%
ESCM
59
Echo Street Capital Management
New York
$17.3M -$13.7M -107,742 -44%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$16.6M -$35.3K -278 -0.2%
CC
61
Carlson Capital
Texas
$16.1M +$4.01M +31,567 +33%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$16M +$419K +3,296 +3%
CI Investments Inc
63
CI Investments Inc
Ontario, Canada
$15.6M +$953K +7,505 +6%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$15.4M +$2.03K +16 +0%
PPA
65
Parametric Portfolio Associates
Washington
$15.3M +$520K +4,098 +4%
Aviva
66
Aviva
United Kingdom
$15.3M +$929K +7,316 +6%
AAMU
67
Amundi Asset Management US
Massachusetts
$15.1M +$306K +2,409 +2%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$14.8M -$6.34M -49,933 -30%
WBC
69
Westpac Banking Corp
Australia
$14.7M -$8.1M -63,802 -35%
Renaissance Technologies
70
Renaissance Technologies
New York
$14.3M +$10.2M +80,400 +248%
Principal Financial Group
71
Principal Financial Group
Iowa
$14.2M +$477K +3,755 +3%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$14.2M -$159K -1,248 -1%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$14M -$635K -4,998 -4%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$13.8M +$8.85M +69,675 +177%
Allianz Asset Management
75
Allianz Asset Management
Germany
$13.7M -$1.29M -10,149 -9%

FRT Hedge Fund Activity: Q3 2018 in Review

406 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2018, worth a combined $8.98B — up 0.32% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FRT positions and 29 closed out — a net gain of 1 holder — while 145 added to existing stakes and 143 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $100M. The largest seller was Heitman Real Estate Securities, cutting an estimated $49.8M.

  • 406 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2018, down from 408 in Q2 2018.
  • Funds reported $8.98B of Federal Realty Investment Trust stock for Q3 2018, up 0.32% quarter-over-quarter.
  • 30 funds opened new Federal Realty Investment Trust positions in Q3 2018 and 29 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q3 2018 was JP Morgan Chase, an estimated $100M added.
  • The largest Federal Realty Investment Trust seller in Q3 2018 was Heitman Real Estate Securities, an estimated $49.8M sold.

Based on aggregated 13F filings for Q3 2018.