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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
AIP
176
Ameritas Investment Partners
Nebraska
$1.23M – – –
IG
177
ING Group
Netherlands
$1.23M +$1.57K +15 +0.1%
Kayne Anderson Rudnick Investment Management
178
Kayne Anderson Rudnick Investment Management
California
$1.23M -$126K -1,203 -9%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.23M +$6.07K +58 +0.5%
VAS
180
Vestmark Advisory Solutions
Massachusetts
$1.23M +$159K +1,525 +14%
SMDAM
181
Sumitomo Mitsui DS Asset Management
Japan
$1.16M +$104K +998 +9%
ACIM
182
Azimuth Capital Investment Management
Michigan
$1.15M +$66.9K +640 +6%
X
183
Xponance
Pennsylvania
$1.09M +$60K +574 +5%
II
184
Inspire Investing
Idaho
$1.08M +$837 +8 +0.1%
SG Americas Securities
185
SG Americas Securities
New York
$1.08M +$216K +2,067 +23%
SPC
186
Sigma Planning Corp
Michigan
$1.06M -$2.68M -25,592 -70%
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$1.06M +$38.2K +365 +4%
Nomura Holdings
188
Nomura Holdings
Japan
$1.04M +$60.6K +580 +6%
MOACM
189
Mutual of America Capital Management
New York
$1.04M +$3.97K +38 +0.4%
NYLIM
190
New York Life Investment Management
New York
$1.03M +$5.23K +50 +0.5%
M&T Bank
191
M&T Bank
New York
$994K +$34.2K +327 +3%
PRC
192
Pearl River Capital
Michigan
$991K +$288K +2,751 +38%
HRES
193
Heitman Real Estate Securities
Illinois
$989K – – –
First Trust Advisors
194
First Trust Advisors
Illinois
$979K -$76.5K -732 -7%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$930K – – –
EI
196
Ethic Inc
New York
$926K -$93.6K -895 -9%
Holocene Advisors
197
Holocene Advisors
New York
$926K -$1.09M -10,398 -53%
FAIM
198
Financial Advocates Investment Management
Washington
$922K +$7.01K +67 +0.7%
MM
199
MQS Management
New York
$918K +$101K +964 +12%
Franklin Resources
200
Franklin Resources
California
$917K -$46.2K -442 -5%
6 7
8
9 10

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.