We are live on ! Find out more
FRT icon

Federal Realty Investment Trust

408 hedge funds and large institutions have $9.89B invested in Federal Realty Investment Trust in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 153 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $6M

18% more capital invested

Capital invested by funds: $8.38B → $9.89B (+$1.5B)

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

0% less funds holding

Funds holding: 409408 (-1)

0.34% less ownership

Funds ownership: 96.4%96.06% (-0.34%)

5% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 153

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
408
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
8.83%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
145
Reduced
153
Closed
43
Calls
$11.8M
Puts
$6M
Net Calls
+$5.76M
Net Calls Change
+$877K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
201
Amalgamated Bank
New York
$1.27M +$32.9K +251 +3%
Point72 Asset Management
202
Point72 Asset Management
Connecticut
$1.26M +$1.2M +9,171 New
MYAM
203
Meiji Yasuda Asset Management
Japan
$1.24M -$13.1K -100 -1%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$1.22M -$6.28K -48 -0.5%
BHBT
205
Burke & Herbert Bank & Trust
Virginia
$1.19M -$5.24K -40 -0.5%
JIC
206
Joel Isaacson & Co
New York
$1.16M
XK
207
Xact Kapitalforvaltning
Sweden
$1.12M +$802K +6,123 +306%
KBC Group
208
KBC Group
Belgium
$1.1M +$131K +1,000 +14%
PCM
209
Penserra Capital Management
California
$1.1M -$265K -2,021 -20%
SAM
210
Shell Asset Management
Netherlands
$1.08M
DPIM
211
Duff & Phelps Investment Management
Illinois
$1.06M -$10.6M -81,309 -91%
SAM
212
Securian Asset Management
Minnesota
$1.05M +$13.1K +100 +1%
AAM
213
Azzad Asset Management
Virginia
$1.05M -$253K -1,936 -20%
N
214
Natixis
France
$1.04M -$508K -3,880 -34%
OPERF
215
Oregon Public Employees Retirement Fund
Oregon
$1.04M -$47.5K -363 -5%
US Bancorp
216
US Bancorp
Minnesota
$1.03M -$26.3K -201 -3%
FM
217
Forward Management
California
$1.02M
FDS
218
Freedom Day Solutions
Texas
$977K +$125K +956 +16%
TRSOTSOK
219
Teachers Retirement System of the State of Kentucky
Kentucky
$951K -$164K -1,250 -15%
M&T Bank
220
M&T Bank
New York
$928K -$49.6K -379 -5%
AIP
221
Ameritas Investment Partners
Nebraska
$922K
Parallax Volatility Advisers
222
Parallax Volatility Advisers
California
$896K +$802K +6,128 +1,656%
MIM
223
Montgomery Investment Management
Maryland
$862K -$157K -1,200 -16%
NMERB
224
New Mexico Educational Retirement Board
New Mexico
$855K -$13.1K -100 -2%
Public Sector Pension Investment Board (PSP Investments)
225
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$854K +$314K +2,400 +63%

FRT Hedge Fund Activity: Q1 2019 in Review

408 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2019, worth a combined $9.89B — up 18% from $8.38B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new FRT positions and 43 closed out — a net gain of 1 holder — while 145 added to existing stakes and 153 trimmed.

The largest buyer was State Street, adding an estimated $67.7M. The largest seller was Resolution Capital, cutting an estimated $41.7M.

  • 408 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2019, down from 409 in Q4 2018.
  • Funds reported $9.89B of Federal Realty Investment Trust stock for Q1 2019, up 18% quarter-over-quarter.
  • 44 funds opened new Federal Realty Investment Trust positions in Q1 2019 and 43 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q1 2019 was State Street, an estimated $67.7M added.
  • The largest Federal Realty Investment Trust seller in Q1 2019 was Resolution Capital, an estimated $41.7M sold.

Based on aggregated 13F filings for Q1 2019.