We are live on ! Find out more
FRT icon

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
PG
151
Pendal Group
Australia
$1.78M -$114K -1,000 -6%
VRS
152
Virginia Retirement Systems
Virginia
$1.77M -$114K -1,000 -6%
URS
153
Utah Retirement Systems
Utah
$1.71M
HighTower Advisors
154
HighTower Advisors
Illinois
$1.69M +$15.9K +140 +1%
Natixis Advisors
155
Natixis Advisors
Massachusetts
$1.67M -$90.4K -796 -5%
SPIA
156
Steward Partners Investment Advisory
New York
$1.66M -$25.8K -227 -2%
TD Asset Management
157
TD Asset Management
Ontario, Canada
$1.64M -$17.7K -156 -1%
Nomura Holdings
158
Nomura Holdings
Japan
$1.61M +$1.56M +13,779 New
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$1.56M
MLICM
160
Metropolitan Life Insurance Company (MetLife)
New York
$1.55M -$303K -2,672 -17%
Ensign Peak Advisors
161
Ensign Peak Advisors
Utah
$1.54M -$34.6K -305 -2%
LIM
162
Loudon Investment Management
New Hampshire
$1.54M +$9.76K +86 +0.7%
PFC
163
Phocas Financial Corp
California
$1.44M +$23.8K +210 +2%
AIP
164
Ameritas Investment Partners
Nebraska
$1.44M -$56.8K -500 -4%
TPSF
165
Texas Permanent School Fund
Texas
$1.38M +$10.4K +92 +0.8%
MML Investors Services
166
MML Investors Services
Massachusetts
$1.34M -$52.8K -465 -4%
American Century Companies
167
American Century Companies
Missouri
$1.32M +$1.28M +11,307 New
SOAMC
168
Spirit of America Management Corp
New York
$1.32M +$176K +1,550 +16%
Public Sector Pension Investment Board (PSP Investments)
169
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.3M +$510K +4,490 +68%
Acadian Asset Management
170
Acadian Asset Management
Massachusetts
$1.29M +$1.19M +10,505 +2,052%
MSL
171
Mackay Shields LLC
New York
$1.28M -$1.16M -10,212 -48%
CAM
172
Cresset Asset Management
Illinois
$1.28M +$499K +4,395 +69%
SG Americas Securities
173
SG Americas Securities
New York
$1.27M -$3.76M -33,123 -75%
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
$1.26M +$147K +1,293 +14%
Bank of Nova Scotia
175
Bank of Nova Scotia
Ontario, Canada
$1.25M -$57.6K -507 -5%

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.