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Federal Realty Investment Trust
FRT

433 hedge funds and large institutions have $7.66B invested in Federal Realty Investment Trust in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 185 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 125

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

1% more funds holding

Funds holding: 427 → 433 (+6)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less capital invested

Capital invested by funds: $7.89B → $7.66B (-$239M)

1.46% less ownership

Funds ownership: 97.44% → 95.98% (-1.5%)

25% less call options, than puts

Call options by funds: $8.12M | Put options by funds: $10.8M

Holders
433
Holders Change
+6
Holders Change %
+1.41%
% of All Funds
6.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
185
Reduced
125
Closed
37
Calls
$8.12M
Puts
$10.8M
Net Calls
-$2.73M
Net Calls Change
-$4.44M

Top Buyers

Rank Fund Capital Flow
1
WCP
Waterfront Capital Partners
New York
+$40.6M
2
BlackRock
BlackRock
New York
+$22M
3
Morgan Stanley
Morgan Stanley
New York
+$19.8M
4
RIM
Rush Island Management
New York
+$17.3M
5
Charles Schwab
Charles Schwab
California
+$16.6M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$84.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$63.5M
3
RC
Resolution Capital
Australia
-$53.1M
4
Invesco
Invesco
Georgia
-$44.9M
5
Wolverine Trading
Wolverine Trading
Illinois
-$34.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$1.7M +$83.5K +799 +5%
HighTower Advisors
152
HighTower Advisors
Illinois
$1.69M -$1.88K -18 -0.1%
CC
153
Cipher Capital
New York
$1.67M +$1.77M +16,934 New
AAS
154
Avantax Advisory Services
Texas
$1.67M +$109K +1,047 +7%
SPIA
155
Steward Partners Investment Advisory
New York
$1.61M -$50.7K -485 -3%
AG
156
Algert Global
California
$1.61M +$289K +2,761 +20%
CIP
157
Chartwell Investment Partners
Pennsylvania
$1.55M +$9.72K +93 +0.6%
LIMS
158
Lasalle Investment Management Securities
Maryland
$1.53M – – –
MML Investors Services
159
MML Investors Services
Massachusetts
$1.51M +$115K +1,101 +8%
TPSF
160
Texas Permanent School Fund
Texas
$1.5M +$508K +4,857 +47%
TAM
161
Trillium Asset Management
Massachusetts
$1.49M +$80.5K +770 +5%
IIM
162
Intact Investment Management
Quebec, Canada
$1.44M -$1.39M -13,300 -48%
URS
163
Utah Retirement Systems
Utah
$1.42M – – –
Mackenzie Financial
164
Mackenzie Financial
Ontario, Canada
$1.4M +$1.04M +9,906 +235%
TA
165
Tiedemann Advisors
New York
$1.37M +$4.29K +41 +0.3%
SOAMC
166
Spirit of America Management Corp
New York
$1.35M – – –
IAA
167
Independent Advisor Alliance
North Carolina
$1.34M +$87.9K +841 +7%
LIM
168
Loudon Investment Management
New Hampshire
$1.33M – – –
PI
169
PGGM Investments
Netherlands
$1.33M +$130K +1,245 +10%
MFS
170
Mirabella Financial Services
United Kingdom
$1.33M +$1.03M +9,868 +276%
Truist Financial
171
Truist Financial
North Carolina
$1.32M -$875K -8,369 -38%
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
$1.32M -$24.5M -234,264 -95%
LMGAM
173
Liberty Mutual Group Asset Management
Massachusetts
$1.31M +$49.8K +476 +4%
TD Asset Management
174
TD Asset Management
Ontario, Canada
$1.31M +$21.3K +204 +2%
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$1.28M – – –
5 6
7
8 9

FRT Hedge Fund Activity: Q1 2023 in Review

433 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2023, worth a combined $7.66B — down 3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new FRT positions and 37 closed out — a net gain of 12 holders — while 185 added to existing stakes and 125 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $40.6M. The largest seller was State Street, cutting an estimated $84.2M.

  • 433 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2023, up from 427 in Q4 2022.
  • Funds reported $7.66B of Federal Realty Investment Trust stock for Q1 2023, down 3% quarter-over-quarter.
  • 49 funds opened new Federal Realty Investment Trust positions in Q1 2023 and 37 closed out, a net change of +12 holders.
  • The largest Federal Realty Investment Trust buyer in Q1 2023 was Waterfront Capital Partners, an estimated $40.6M added.
  • The largest Federal Realty Investment Trust seller in Q1 2023 was State Street, an estimated $84.2M sold.

Based on aggregated 13F filings for Q1 2023.