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Federal Realty Investment Trust
FRT

424 hedge funds and large institutions have $9.13B invested in Federal Realty Investment Trust in 2019 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 166 increasing their positions, 128 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

30% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 128

15% more call options, than puts

Call options by funds: $3.62M | Put options by funds: $3.15M

4% more funds holding

Funds holding: 407 → 424 (+17)

1.36% less ownership

Funds ownership: 96.06% → 94.7% (-1.4%)

8% less capital invested

Capital invested by funds: $9.89B → $9.13B (-$761M)

Holders
424
Holders Change
+17
Holders Change %
+4.18%
% of All Funds
9.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
55
Increased
166
Reduced
128
Closed
34
Calls
$3.62M
Puts
$3.15M
Net Calls
+$464K
Net Calls Change
-$5.3M

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$84.7M
2
PI
PGGM Investments
Netherlands
+$81.9M
3
State Street
State Street
Massachusetts
+$36.2M
4
CC
Carlson Capital
Texas
+$27M
5
IC
Inverness Counsel
New York
+$21.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$103M
2
BC
Brookfield Corp
Ontario, Canada
-$86.4M
3
RC
Resolution Capital
Australia
-$42M
4
JP Morgan Chase
JP Morgan Chase
New York
-$28.8M
5
Goldman Sachs
Goldman Sachs
New York
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIMS
126
Lasalle Investment Management Securities
Maryland
$4.21M – – –
TAM
127
Trillium Asset Management
Massachusetts
$4.02M -$132K -993 -3%
Royal London Asset Management
128
Royal London Asset Management
United Kingdom
$3.91M – – –
ASRS
129
Arizona State Retirement System
Arizona
$3.88M +$2.1M +15,864 +111%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$3.77M +$488K +3,678 +14%
Brown Advisory
131
Brown Advisory
Maryland
$3.73M +$348K +2,622 +10%
SI
132
Stephens Inc
Arkansas
$3.73M +$65K +490 +2%
RJA
133
Raymond James & Associates
Florida
$3.72M +$380K +2,861 +11%
Public Sector Pension Investment Board (PSP Investments)
134
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.71M +$3M +22,600 +365%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$3.69M +$269K +2,026 +8%
HI
136
Honeywell International
North Carolina
$3.67M -$625K -4,710 -14%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$3.61M -$91K -686 -2%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$3.55M +$35K +264 +1%
OTPPB
139
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.36M +$3.46M +26,112 New
AIG
140
American International Group
New York
$3.28M -$460K -3,468 -12%
ARTA
141
A.R.T. Advisors
New York
$3.26M +$1.39M +10,500 +71%
USAA
142
United Services Automobile Association
Texas
$3.13M -$3.48M -26,226 -52%
VRS
143
Virginia Retirement Systems
Virginia
$3.04M -$226K -1,700 -7%
WG
144
Winton Group
United Kingdom
$3.02M +$201K +1,518 +7%
AG
145
Aperio Group
California
$2.94M -$174K -1,313 -5%
FAF
146
Fjarde Ap-fonden
Sweden
$2.92M -$517K -3,900 -15%
TD Asset Management
147
TD Asset Management
Ontario, Canada
$2.88M -$65.8K -496 -2%
TA
148
Tiedemann Advisors
New York
$2.78M -$16.7K -126 -0.6%
BCIM
149
British Columbia Investment Management
British Columbia, Canada
$2.76M +$129K +975 +5%
PL
150
Perpetual Ltd
Australia
$2.74M -$2.23M -16,800 -44%
4 5
6
7 8

FRT Hedge Fund Activity: Q2 2019 in Review

424 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2019, worth a combined $9.13B — down 7.7% from $9.89B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new FRT positions and 34 closed out — a net gain of 21 holders — while 166 added to existing stakes and 128 trimmed.

The largest buyer was Nuveen, adding an estimated $84.7M. The largest seller was BlackRock, cutting an estimated $103M.

  • 424 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2019, up from 407 in Q1 2019.
  • Funds reported $9.13B of Federal Realty Investment Trust stock for Q2 2019, down 7.7% quarter-over-quarter.
  • 55 funds opened new Federal Realty Investment Trust positions in Q2 2019 and 34 closed out, a net change of +21 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2019 was Nuveen, an estimated $84.7M added.
  • The largest Federal Realty Investment Trust seller in Q2 2019 was BlackRock, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2019.