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Federal Realty Investment Trust
FRT

341 hedge funds and large institutions have $7.54B invested in Federal Realty Investment Trust in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 114

13% less call options, than puts

Call options by funds: $8.41M | Put options by funds: $9.66M

14% less capital invested

Capital invested by funds: $8.79B → $7.54B (-$1.26B)

17% less funds holding

Funds holding: 411 → 341 (-70)

24.07% less ownership

Funds ownership: 95.88% → 71.81% (-24%)

54% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 117

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
341
Holders Change
-70
Holders Change %
-17.03%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
118
Reduced
114
Closed
117
Calls
$8.41M
Puts
$9.66M
Net Calls
-$1.25M
Net Calls Change
-$984K

Top Buyers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
+$98.3M
2
BlackRock
BlackRock
New York
+$47.2M
3
State Street
State Street
Massachusetts
+$29.5M
4
UIC
Uniplan Investment Counsel
Wisconsin
+$22M
5
Renaissance Technologies
Renaissance Technologies
New York
+$20.2M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.39B
2
Cohen & Steers
Cohen & Steers
New York
-$316M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$138M
4
HRES
Heitman Real Estate Securities
Illinois
-$82.3M
5
JP Morgan Chase
JP Morgan Chase
New York
-$66.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
151
Independent Advisor Alliance
North Carolina
$1.41M +$289K +2,276 +28%
Point72 Asset Management
152
Point72 Asset Management
Connecticut
$1.32M +$1.23M +9,700 New
TPSF
153
Texas Permanent School Fund
Texas
$1.32M -$147K -1,156 -11%
FNFDCM
154
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.29M – – –
MOACM
155
Mutual of America Capital Management
New York
$1.26M +$7.86K +62 +0.7%
IG
156
ING Group
Netherlands
$1.25M +$414K +3,262 +56%
FM
157
Forward Management
California
$1.23M +$1.14M +9,020 New
American Century Companies
158
American Century Companies
Missouri
$1.21M +$314K +2,476 +39%
COPPSERS
159
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.2M +$2.16K +17 +0.2%
BHBT
160
Burke & Herbert Bank & Trust
Virginia
$1.17M – – –
LMIM
161
Lockheed Martin Investment Management
Maryland
$1.12M +$1.04M +8,195 New
VPIM
162
Vanguard Personalized Indexing Management
California
$1.07M +$423K +3,336 +73%
NB
163
Norinchukin Bank
Japan
$1.04M +$3.17K +25 +0.3%
DCM
164
Dupont Capital Management
Delaware
$1.03M +$773K +6,096 +407%
OMC
165
Old Mission Capital
Illinois
$1.02M +$951K +7,499 New
Verition Fund Management
166
Verition Fund Management
Connecticut
$1.02M +$949K +7,481 New
FNT
167
First National Trust
Pennsylvania
$1.01M – – –
Ensign Peak Advisors
168
Ensign Peak Advisors
Utah
$999K -$757K -5,967 -45%
SMDAM
169
Sumitomo Mitsui DS Asset Management
Japan
$995K +$59.9K +472 +7%
M&T Bank
170
M&T Bank
New York
$994K +$110K +866 +13%
NAM
171
Nissay Asset Management
Japan
$949K +$22.3K +176 +3%
CIBC Asset Management
172
CIBC Asset Management
Ontario, Canada
$938K +$43.1K +340 +5%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$909K -$13.6K -107 -2%
AAS
174
Avantax Advisory Services
Texas
$897K +$1.01K +8 +0.1%
AAM
175
Abeille Asset Management
France
$869K +$809K +6,375 New
5 6
7
8 9

FRT Hedge Fund Activity: Q4 2021 in Review

341 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2021, worth a combined $7.54B — down 14% from $8.79B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of FRT and 54 opened new positions — a net loss of 63 holders — while 114 trimmed existing stakes and 118 added.

The largest buyer was Zimmer Partners, adding an estimated $98.3M. The largest seller was Vanguard Group, exiting entirely with an estimated $1.39B sold.

  • 341 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2021, down from 411 in Q3 2021.
  • Funds reported $7.54B of Federal Realty Investment Trust stock for Q4 2021, down 14% quarter-over-quarter.
  • 54 funds opened new Federal Realty Investment Trust positions in Q4 2021 and 117 closed out, a net change of -63 holders.
  • The largest Federal Realty Investment Trust buyer in Q4 2021 was Zimmer Partners, an estimated $98.3M added.
  • The largest Federal Realty Investment Trust seller in Q4 2021 was Vanguard Group, an estimated $1.39B sold.

Based on aggregated 13F filings for Q4 2021.