Federal Realty Investment Trust
414 hedge funds and large institutions have $7.14B invested in Federal Realty Investment Trust in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 137 reducing their positions, and 43 closing their positions.
142% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $4.47M
15% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 137
7% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 43
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.12% less ownership
Funds ownership: 96.66% → 96.54% (-0.12%)
0% less funds holding
Funds holding: 415 → 414 (-1)
6% less capital invested
Capital invested by funds: $7.63B → $7.14B (-$496M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$87.4M |
| 2 |
JP Morgan Chase
New York
|
+$50.2M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$33.7M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$28.9M |
| 5 |
Millennium Management
New York
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$284M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$49M |
| 3 |
BlackRock
New York
|
-$14.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$13.1M |
| 5 |
RIM
Rush Island Management
New York
|
-$11.4M |
FRT Hedge Fund Activity: Q3 2023 in Review
414 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2023, worth a combined $7.14B — down 6.5% from $7.63B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new FRT positions and 43 closed out — a net gain of 3 holders — while 157 added to existing stakes and 137 trimmed.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $87.4M. The largest seller was State Street, cutting an estimated $284M.
- 414 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2023, down from 415 in Q2 2023.
- Funds reported $7.14B of Federal Realty Investment Trust stock for Q3 2023, down 6.5% quarter-over-quarter.
- 46 funds opened new Federal Realty Investment Trust positions in Q3 2023 and 43 closed out, a net change of +3 holders.
- The largest Federal Realty Investment Trust buyer in Q3 2023 was Massachusetts Financial Services, an estimated $87.4M added.
- The largest Federal Realty Investment Trust seller in Q3 2023 was State Street, an estimated $284M sold.
Based on aggregated 13F filings for Q3 2023.