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Federal Realty Investment Trust
FRT

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: 385 → 398 (+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

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$209M
2
RC
Resolution Capital
Australia
+$96.8M
3
JG
Jefferies Group
New York
+$50.3M
4
RIM
Rush Island Management
New York
+$36.5M
5
Goldman Sachs
Goldman Sachs
New York
+$30.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$98.7M
2
CIM
Centersquare Investment Management
Pennsylvania
-$87.4M
3
First Trust Advisors
First Trust Advisors
Illinois
-$63.6M
4
State Street
State Street
Massachusetts
-$52.7M
5
JP Morgan Chase
JP Morgan Chase
New York
-$41.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
201
Avantax Advisory Services
Texas
$828K +$31K +273 +4%
SPC
202
Sigma Planning Corp
Michigan
$823K +$343K +3,023 +76%
T
203
TOBAM
France
$794K -$26.7K -235 -3%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$782K -$234K -2,060 -24%
SMDAM
205
Sumitomo Mitsui DS Asset Management
Japan
$766K +$89.7K +790 +14%
NAM
206
Nissay Asset Management
Japan
$761K +$29.3K +258 +4%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$738K +$9.76K +86 +1%
M&T Bank
208
M&T Bank
New York
$731K +$176K +1,549 +33%
RIM
209
Redpoint Investment Management
Australia
$714K +$42.3K +373 +7%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$699K -$53.5K -471 -7%
SAM
211
Securian Asset Management
Minnesota
$699K +$11.8K +104 +2%
VPIM
212
Vanguard Personalized Indexing Management
California
$693K +$671K +5,914 New
IG
213
ING Group
Netherlands
$681K +$135K +1,187 +26%
AWM
214
AE Wealth Management
Kansas
$678K -$12.5K -110 -2%
BC
215
Bridgefront Capital
Texas
$672K -$264K -2,328 -29%
MSRPS
216
Maryland State Retirement & Pension System
Maryland
$670K – – –
ECM
217
Everence Capital Management
Indiana
$664K – – –
OPERF
218
Oregon Public Employees Retirement Fund
Oregon
$663K – – –
CAG
219
Csenge Advisory Group
Florida
$659K +$299K +2,635 +90%
EP
220
Eudaimonia Partners
Tennessee
$652K +$631K +5,563 New
MMG
221
Monetary Management Group
Missouri
$650K – – –
Rafferty Asset Management
222
Rafferty Asset Management
New York
$648K +$198K +1,741 +46%
SLAM
223
Swiss Life Asset Management
$639K -$45.2K -398 -7%
CAN
224
Cetera Advisor Networks
California
$631K +$611K +5,385 New
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
$630K -$255K -2,243 -29%
7 8
9
10 11

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.