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Federal Realty Investment Trust
FRT

411 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 124 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

29% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 124

3% more funds holding

Funds holding: 398 → 411 (+13)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more capital invested

Capital invested by funds: $8.79B → $8.79B (+$160K)

0.71% less ownership

Funds ownership: 96.59% → 95.88% (-0.71%)

2% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $12.7M

Holders
411
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
7.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
160
Reduced
124
Closed
25
Calls
$12.4M
Puts
$12.7M
Net Calls
-$270K
Net Calls Change
-$859K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$117M
2
Prudential Financial
Prudential Financial
New Jersey
+$36.4M
3
WCP
Waterfront Capital Partners
New York
+$28.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$27.9M
5
Cohen & Steers
Cohen & Steers
New York
+$25.6M

Top Sellers

Rank Fund Capital Flow
1
PI
PGGM Investments
Netherlands
-$226M
2
State Street
State Street
Massachusetts
-$58.8M
3
JG
Jefferies Group
New York
-$50.3M
4
RC
Resolution Capital
Australia
-$24.6M
5
CIM
Centersquare Investment Management
Pennsylvania
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Adelante Capital Management
California
$17M -$4.65M -39,219 -21%
CS
52
Credit Suisse
Switzerland
$15.7M -$7.35M -62,002 -32%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$14.6M -$910K -7,680 -6%
RAM
54
RWC Asset Management
United Kingdom
$14.5M +$497K +4,197 +4%
Deutsche Bank
55
Deutsche Bank
Germany
$14.5M -$5.66M -47,729 -28%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$14M +$1.66M +14,044 +13%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.6M -$500K -4,217 -4%
Axa
58
Axa
France
$13.3M +$5.12M +43,164 +62%
Renaissance Technologies
59
Renaissance Technologies
New York
$13.2M +$13.3M +111,800 New
Nomura Asset Management
60
Nomura Asset Management
Japan
$13.1M +$1.07M +9,050 +9%
Asset Management One
61
Asset Management One
Japan
$12.9M -$1.4M -11,824 -10%
Alyeska Investment Group
62
Alyeska Investment Group
Illinois
$12.7M +$6.86M +57,885 +117%
UBS Group
63
UBS Group
Switzerland
$12.4M +$201K +1,695 +2%
CIMLRA
64
CBRE Investment Management Listed Real Assets
Pennsylvania
$12.3M +$1.91M +16,144 +18%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$12.3M +$11.1M +93,597 +867%
PHAM
66
Pacific Heights Asset Management
California
$11.8M – – –
SO
67
STRS Ohio
Ohio
$11.7M +$1.38M +11,670 +13%
DSA
68
Davis Selected Advisers
Arizona
$11.5M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
69
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.1M – – –
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$11M -$11.9K -100 -0.1%
Robeco Institutional Asset Management
71
Robeco Institutional Asset Management
Netherlands
$10.9M -$5.45M -46,000 -33%
CIM
72
Centersquare Investment Management
Pennsylvania
$10.7M -$17.1M -144,219 -61%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$10.7M -$541K -4,568 -5%
Victory Capital Management
74
Victory Capital Management
Texas
$10.2M +$819K +6,906 +9%
LM
75
Lincluden Management
Ontario, Canada
$10.1M -$374K -3,158 -4%
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3
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FRT Hedge Fund Activity: Q3 2021 in Review

411 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2021, worth a combined $8.79B — up 0% from $8.79B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FRT positions and 25 closed out — a net gain of 21 holders — while 160 added to existing stakes and 124 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $117M. The largest seller was PGGM Investments, cutting an estimated $226M.

  • 411 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2021, up from 398 in Q2 2021.
  • Funds reported $8.79B of Federal Realty Investment Trust stock for Q3 2021, up 0% quarter-over-quarter.
  • 46 funds opened new Federal Realty Investment Trust positions in Q3 2021 and 25 closed out, a net change of +21 holders.
  • The largest Federal Realty Investment Trust buyer in Q3 2021 was JP Morgan Chase, an estimated $117M added.
  • The largest Federal Realty Investment Trust seller in Q3 2021 was PGGM Investments, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2021.