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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
AB
126
Amalgamated Bank
New York
$3.17M +$1.96M +17,305 +178%
Royal London Asset Management
127
Royal London Asset Management
United Kingdom
$3.13M +$3.03M +26,695 New
VIA
128
Vident Investment Advisory
Georgia
$3.07M +$25K +220 +0.8%
Wealthfront Advisers
129
Wealthfront Advisers
California
$3.06M +$2.25M +19,807 +315%
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$2.84M +$2.75M +24,256 New
Canada Pension Plan Investment Board
131
Canada Pension Plan Investment Board
Ontario, Canada
$2.73M -$9.35M -82,329 -78%
SAM
132
Storebrand Asset Management
Norway
$2.62M -$80K -705 -3%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$2.57M +$528K +4,654 +27%
VanEck Associates
134
VanEck Associates
New York
$2.57M +$1.07M +9,470 +76%
KC
135
Kinloch Capital
Virginia
$2.55M +$15.6K +137 +0.6%
DekaBank Deutsche Girozentrale
136
DekaBank Deutsche Girozentrale
Germany
$2.54M +$742K +6,533 +43%
TA
137
Tiedemann Advisors
New York
$2.54M
ECM
138
EII Capital Management
New York
$2.5M -$57.6K -507 -2%
Comerica Bank
139
Comerica Bank
Texas
$2.48M -$89.9K -792 -4%
LPL Financial
140
LPL Financial
California
$2.32M -$23.4K -206 -1%
Daiwa Securities Group
141
Daiwa Securities Group
Japan
$2.22M +$105K +923 +5%
ASRS
142
Arizona State Retirement System
Arizona
$2.2M -$243K -2,144 -10%
SOMRS
143
State of Michigan Retirement System
Michigan
$2.08M +$56.8K +500 +3%
GLA
144
Great Lakes Advisors
Illinois
$2.06M -$4.88K -43 -0.2%
PGFC
145
Peapack-Gladstone Financial Corp
New Jersey
$2.04M +$16.9K +149 +0.9%
MIFH
146
Migdal Insurance & Financial Holdings
Israel
$2M +$28.8K +254 +2%
MIM
147
MetLife Investment Management
New Jersey
$1.92M -$27.1K -239 -1%
SCI
148
Stableford Capital II
Arizona
$1.9M +$58.7K +517 +3%
LIMS
149
Lasalle Investment Management Securities
Maryland
$1.81M
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$1.81M -$5.45M -48,002 -76%

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.