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Federal Realty Investment Trust

398 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 44

18% more capital invested

Capital invested by funds: $7.48B → $8.79B (+$1.31B)

17% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 124

3% more funds holding

Funds holding: 385398 (+13)

1.71% more ownership

Funds ownership: 94.88%96.59% (+1.7%)

4% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $15.6M

Holders
398
Holders Change
+13
Holders Change %
+3.38%
% of All Funds
6.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
60
Increased
145
Reduced
124
Closed
44
Calls
$16.2M
Puts
$15.6M
Net Calls
+$589K
Net Calls Change
+$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$17.6M -$976K -8,598 -5%
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$17.4M +$16.2M +142,649 +2,367%
Robeco Institutional Asset Management
53
Robeco Institutional Asset Management
Netherlands
$16.2M +$568K +5,000 +4%
NIPH
54
NN Investment Partners Holdings
Netherlands
$16M +$13.1M +115,354 +537%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
55
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.8M +$15.3M +134,744 New
Barclays
56
Barclays
United Kingdom
$15.6M +$2.91M +25,657 +24%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$15.4M -$149K -1,312 -1%
AllianceBernstein
58
AllianceBernstein
Tennessee
$15.3M -$2.25M -19,864 -13%
Asset Management One
59
Asset Management One
Japan
$14.2M -$13.8K -122 -0.1%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$14M -$342K -3,012 -2%
RAM
61
RWC Asset Management
United Kingdom
$14M +$13.5M +119,070 New
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$12.2M +$261K +2,298 +2%
UBS Group
63
UBS Group
Switzerland
$12.1M +$3.46M +30,437 +42%
Nomura Asset Management
64
Nomura Asset Management
Japan
$11.9M -$287K -2,532 -2%
PHAM
65
Pacific Heights Asset Management
California
$11.7M
DSA
66
Davis Selected Advisers
Arizona
$11.5M -$233K -2,050 -2%
Amundi
67
Amundi
France
$11.2M +$10.8M +95,345 New
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$11.1M -$1.28M -11,297 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
69
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11M -$478K -4,211 -4%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$10.9M -$386K -3,398 -4%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$10.7M +$1.46M +12,826 +16%
LM
72
Lincluden Management
Ontario, Canada
$10.4M -$445K -3,922 -4%
CIMLRA
73
CBRE Investment Management Listed Real Assets
Pennsylvania
$10.3M +$1.72M +15,140 +21%
SO
74
STRS Ohio
Ohio
$10.2M -$417K -3,674 -4%
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$9.77M +$500K +4,409 +6%

FRT Hedge Fund Activity: Q2 2021 in Review

398 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2021, worth a combined $8.79B — up 18% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FRT positions and 44 closed out — a net gain of 16 holders — while 145 added to existing stakes and 124 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $209M. The largest seller was Bank of New York Mellon, cutting an estimated $98.7M.

  • 398 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2021, up from 385 in Q1 2021.
  • Funds reported $8.79B of Federal Realty Investment Trust stock for Q2 2021, up 18% quarter-over-quarter.
  • 60 funds opened new Federal Realty Investment Trust positions in Q2 2021 and 44 closed out, a net change of +16 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2021 was Cohen & Steers, an estimated $209M added.
  • The largest Federal Realty Investment Trust seller in Q2 2021 was Bank of New York Mellon, an estimated $98.7M sold.

Based on aggregated 13F filings for Q2 2021.