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Federal Realty Investment Trust
FRT

433 hedge funds and large institutions have $7.66B invested in Federal Realty Investment Trust in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 185 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 125

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

1% more funds holding

Funds holding: 427 → 433 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less capital invested

Capital invested by funds: $7.89B → $7.66B (-$239M)

1.46% less ownership

Funds ownership: 97.44% → 95.98% (-1.5%)

25% less call options, than puts

Call options by funds: $8.12M | Put options by funds: $10.8M

Holders
433
Holders Change
+6
Holders Change %
+1.41%
% of All Funds
6.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
185
Reduced
125
Closed
37
Calls
$8.12M
Puts
$10.8M
Net Calls
-$2.73M
Net Calls Change
-$4.44M

Top Buyers

Rank Fund Capital Flow
1
WCP
Waterfront Capital Partners
New York
+$40.6M
2
BlackRock
BlackRock
New York
+$22M
3
Morgan Stanley
Morgan Stanley
New York
+$19.8M
4
RIM
Rush Island Management
New York
+$17.3M
5
Charles Schwab
Charles Schwab
California
+$16.6M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$84.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$63.5M
3
RC
Resolution Capital
Australia
-$53.1M
4
Invesco
Invesco
Georgia
-$44.9M
5
Wolverine Trading
Wolverine Trading
Illinois
-$34.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$11.8M +$199K +1,903 +2%
RJA
52
Raymond James & Associates
Florida
$11.6M +$4.27M +40,846 +53%
Asset Management One
53
Asset Management One
Japan
$11.4M +$16.9K +162 +0.1%
Citigroup
54
Citigroup
New York
$10.9M +$3.67M +35,115 +47%
Renaissance Technologies
55
Renaissance Technologies
New York
$10.8M +$732K +7,000 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
56
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.8M -$255K -2,443 -2%
Los Angeles Capital Management
57
Los Angeles Capital Management
California
$10.6M -$257K -2,460 -2%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$10.6M +$411K +3,935 +4%
GC
59
Guggenheim Capital
Illinois
$10.2M +$966K +9,243 +10%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$10.1M -$240K -2,295 -2%
PHAM
61
Pacific Heights Asset Management
California
$9.88M – – –
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$9.39M – – –
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$9.32M -$168K -1,605 -2%
Millennium Management
64
Millennium Management
New York
$9.31M +$8.59M +82,141 +681%
VF
65
Vest Financial
Virginia
$9.07M -$686K -6,558 -7%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$8.63M +$9.13M +87,342 New
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$8.55M -$3.14K -30 -0%
Fisher Asset Management
68
Fisher Asset Management
Washington
$8.45M -$61.1K -584 -0.7%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$8.19M -$9.31K -89 -0.1%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$8.13M +$523K +5,000 +6%
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$7.98M -$827K -7,909 -9%
CRC
72
Curi RMB Capital
Illinois
$7.79M +$1.84M +17,570 +29%
UBS Group
73
UBS Group
Switzerland
$7.59M -$4.23M -40,415 -34%
YCM
74
Yousif Capital Management
Michigan
$7.42M -$202K -1,936 -3%
Amundi
75
Amundi
France
$7.41M +$73.4K +702 +0.9%
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FRT Hedge Fund Activity: Q1 2023 in Review

433 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2023, worth a combined $7.66B — down 3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new FRT positions and 37 closed out — a net gain of 12 holders — while 185 added to existing stakes and 125 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $40.6M. The largest seller was State Street, cutting an estimated $84.2M.

  • 433 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2023, up from 427 in Q4 2022.
  • Funds reported $7.66B of Federal Realty Investment Trust stock for Q1 2023, down 3% quarter-over-quarter.
  • 49 funds opened new Federal Realty Investment Trust positions in Q1 2023 and 37 closed out, a net change of +12 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2023 was Waterfront Capital Partners, an estimated $40.6M added.
  • The largest Federal Realty Investment Trust seller in Q1 2023 was State Street, an estimated $84.2M sold.

Based on aggregated 13F filings for Q1 2023.