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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
CIMLRA
126
CBRE Investment Management Listed Real Assets
Pennsylvania
$4.26M -$2.74M -21,600 -39%
Comerica Bank
127
Comerica Bank
Texas
$4.24M +$1.04M +8,177 +30%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$4.2M -$100K -789 -2%
CM
129
Crestline Management
Texas
$4.13M +$4.15M +32,646 New
TAM
130
Trillium Asset Management
Massachusetts
$4.09M +$14.2K +112 +0.3%
ARTA
131
A.R.T. Advisors
New York
$3.98M +$1.18M +9,300 +42%
HI
132
Honeywell International
North Carolina
$3.75M
BNP Paribas Asset Management
133
BNP Paribas Asset Management
France
$3.7M -$1.65M -13,012 -31%
RJA
134
Raymond James & Associates
Florida
$3.69M +$650K +5,121 +21%
AIG
135
American International Group
New York
$3.69M +$213K +1,674 +6%
Brown Advisory
136
Brown Advisory
Maryland
$3.67M -$343K -2,697 -9%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$3.62M
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$3.51M +$33.7K +265 +1%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$3.46M -$188K -1,479 -5%
SI
140
Stephens Inc
Arkansas
$3.4M +$120K +946 +4%
1832 Asset Management
141
1832 Asset Management
Ontario, Canada
$3.35M -$63.5K -500 -2%
APFBOT
142
Amica Pension Fund Board of Trustees
Rhode Island
$3.3M +$3.02M +23,740 +1,018%
AMI
143
Amica Mutual Insurance
Rhode Island
$3.1M +$2.71M +21,369 +676%
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
$3.07M +$27.9K +220 +0.9%
Squarepoint
145
Squarepoint
New York
$3.06M +$2.24M +17,660 +270%
AG
146
Aperio Group
California
$3.05M -$15.6K -123 -0.5%
FAF
147
Fjarde Ap-fonden
Sweden
$3M -$46.4K -365 -2%
CWM
148
CIBC World Markets
New York
$2.99M +$815K +6,415 +37%
Axa
149
Axa
France
$2.98M +$2.62M +20,635 +705%
USAA
150
United Services Automobile Association
Texas
$2.92M

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.