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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
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$13.1M +$1.65M +13,000 +14%
DSA
77
Davis Selected Advisers
Arizona
$12.7M +$1.01M +7,925 +9%
PHAM
78
Pacific Heights Asset Management
California
$12.6M
SEI Investments
79
SEI Investments
Pennsylvania
$12.6M -$470K -3,699 -4%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$12.4M +$272K +2,145 +2%
TIAAOA
81
Teachers Insurance & Annuity Association of America
New York
$11.8M -$97.3K -766 -0.8%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$11.7M +$6.05M +47,600 +105%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$11.7M -$381K -3,000 -3%
Canada Life
84
Canada Life
Manitoba, Canada
$11.1M -$748K -5,891 -6%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$10.6M -$149K -1,170 -1%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.82M -$849K -6,688 -8%
Robeco Institutional Asset Management
87
Robeco Institutional Asset Management
Netherlands
$9.82M
Caisse de Depot et Placement du Quebec (CDPQ)
88
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.56M +$9.33M +73,500 +3,465%
SAM
89
Securian Asset Management
Minnesota
$9.34M -$5.4M -42,490 -37%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$9.23M -$615K -4,840 -6%
UBS Group
91
UBS Group
Switzerland
$8.48M +$5.07M +39,925 +147%
Nomura Asset Management
92
Nomura Asset Management
Japan
$8.47M +$507K +3,994 +6%
LM
93
Lincluden Management
Ontario, Canada
$8.38M -$60.8K -479 -0.7%
WCP
94
Waterfront Capital Partners
New York
$8.02M -$2.1M -16,560 -21%
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$7.93M -$380K -2,989 -5%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$7.89M -$11.7M -92,172 -60%
Two Sigma Investments
97
Two Sigma Investments
New York
$7.48M -$10.4M -81,960 -58%
Ameriprise
98
Ameriprise
Minnesota
$7.16M +$2.18M +17,199 +44%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$7.14M +$367K +2,888 +5%
SCM
100
Sterling Capital Management
North Carolina
$6.78M -$168K -1,324 -2%

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.