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
FF
176
FourThought Financial
Florida
$1.24M +$111K +974 +10%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$1.23M
FNFDCM
178
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.16M
MOACM
179
Mutual of America Capital Management
New York
$1.08M +$25.5K +225 +2%
Jane Street
180
Jane Street
New York
$1.08M -$4.51M -39,702 -81%
PFS
181
Prospera Financial Services
Texas
$1.08M +$1.05M +9,210 New
KNW
182
Kesler Norman & Wride
Utah
$1.06M -$13.3K -117 -1%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$1.05M +$103K +907 +11%
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.04M +$14.8K +130 +1%
BHBT
185
Burke & Herbert Bank & Trust
Virginia
$1M -$3.4K -30 -0.3%
EVM
186
Eaton Vance Management
Massachusetts
$1M -$706K -6,215 -42%
IAA
187
Independent Advisor Alliance
North Carolina
$977K +$11.4K +100 +1%
Brown Advisory
188
Brown Advisory
Maryland
$970K
SIP
189
Stoneridge Investment Partners
Pennsylvania
$966K
Kayne Anderson Rudnick Investment Management
190
Kayne Anderson Rudnick Investment Management
California
$948K +$233K +2,053 +34%
PHK
191
Point72 Hong Kong
Hong Kong
$932K +$814K +7,167 +912%
MAFM
192
Mid Atlantic Financial Management
Pennsylvania
$925K -$67.5K -595 -7%
JIC
193
Joel Isaacson & Co
New York
$924K
UCFA
194
United Capital Financial Advisors
Texas
$920K +$78.9K +695 +10%
FPCP
195
Fort Point Capital Partners
California
$918K
PAM
196
Panagora Asset Management
Massachusetts
$879K -$465K -4,098 -35%
HIMCH
197
Hartford Investment Management Co (HIMCO)
Connecticut
$872K -$16.3K -144 -2%
FNT
198
First National Trust
Pennsylvania
$870K
Citadel Advisors
199
Citadel Advisors
Florida
$839K +$813K +7,158 New
NB
200
Norinchukin Bank
Japan
$832K +$16.9K +149 +2%

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.