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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
BNP Paribas Asset Management
101
BNP Paribas Asset Management
France
$5.43M -$1.39M -12,203 -21%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$5.42M -$197K -1,735 -4%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$5.12M +$1.29M +11,391 +35%
SOADOR
104
State of Alaska Department of Revenue
Alaska
$5.09M +$322K +2,835 +7%
Toronto Dominion Bank
105
Toronto Dominion Bank
Ontario, Canada
$5.02M -$69.2K -610 -1%
Osaic Holdings
106
Osaic Holdings
Arizona
$4.98M +$581K +5,117 +14%
Stifel Financial
107
Stifel Financial
Missouri
$4.74M -$248K -2,186 -5%
Aberdeen Group
108
Aberdeen Group
United Kingdom
$4.72M +$1.12M +9,868 +32%
PAMU
109
Pictet Asset Management (UK)
United Kingdom
$4.71M -$84K -740 -2%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$4.57M -$384K -3,380 -8%
SSA
111
Schonfeld Strategic Advisors
New York
$4.56M +$4.18M +36,835 +1,754%
Millennium Management
112
Millennium Management
New York
$4.55M +$3.97M +34,971 +909%
VF
113
Vest Financial
Virginia
$4.3M +$942K +8,299 +29%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$4.3M +$31.6K +278 +0.8%
Wolverine Trading
115
Wolverine Trading
Illinois
$4.16M -$274K -2,417 -6%
SI
116
Stephens Inc
Arkansas
$3.79M +$185K +1,632 +5%
CWM
117
CIBC World Markets
New York
$3.77M +$2.89M +25,478 +383%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$3.63M -$103K -906 -3%
Aviva
119
Aviva
United Kingdom
$3.58M +$74.8K +659 +2%
RJA
120
Raymond James & Associates
Florida
$3.46M +$106K +935 +3%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$3.42M +$93.4K +823 +3%
First Trust Advisors
122
First Trust Advisors
Illinois
$3.34M -$63.6M -559,878 -95%
BZWA
123
Blue Zone Wealth Advisors
California
$3.25M -$4.54K -40 -0.1%
Fidelity International
124
Fidelity International
Bermuda
$3.25M -$2.86M -25,202 -48%
ACM
125
Advisors Capital Management
New Jersey
$3.23M -$7.59M -66,819 -71%

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.