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Federal Realty Investment Trust

406 hedge funds and large institutions have $8.98B invested in Federal Realty Investment Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 143

0% more capital invested

Capital invested by funds: $8.95B → $8.98B (+$28.3M)

0.06% more ownership

Funds ownership: 96.53%96.59% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 408406 (-2)

54% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $21.5M

Holders
406
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
145
Reduced
143
Closed
29
Calls
$9.89M
Puts
$21.5M
Net Calls
-$11.6M
Net Calls Change
-$594K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.44B +$872K +6,867 +0.1%
BlackRock
2
BlackRock
New York
$1B +$8.38M +65,999 +0.8%
State Street
3
State Street
Massachusetts
$759M -$21.7M -170,802 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$651M +$100M +787,694 +18%
Norges Bank
5
Norges Bank
Norway
$378M
Invesco
6
Invesco
Georgia
$304M +$4.61M +36,279 +2%
Goldman Sachs
7
Goldman Sachs
New York
$201M -$1.41M -11,138 -0.7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$187M +$1.29M +10,140 +0.7%
PI
9
PGGM Investments
Netherlands
$163M
AAMU
10
APG Asset Management US
New York
$156M +$1.15M +9,070 +0.7%
Northern Trust
11
Northern Trust
Illinois
$150M -$3.08M -24,227 -2%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$149M -$527K -4,150 -0.4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$142M +$1.24M +9,760 +0.9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$141M +$10M +79,013 +8%
RC
15
Resolution Capital
Australia
$136M -$2.83M -22,295 -2%
Charles Schwab
16
Charles Schwab
California
$128M +$22.4M +176,308 +21%
Cohen & Steers
17
Cohen & Steers
New York
$116M
N
18
Nuveen
North Carolina
$114M -$31.6M -248,751 -22%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$87.9M -$200K -1,576 -0.2%
ACM
20
AEW Capital Management
Massachusetts
$87.2M -$4.14M -32,575 -5%
BC
21
Brookfield Corp
Ontario, Canada
$86.7M -$10.8M -84,700 -11%
Legal & General Group
22
Legal & General Group
United Kingdom
$83.2M +$60.5K +476 +0.1%
ProShare Advisors
23
ProShare Advisors
Maryland
$76.7M -$3.03M -23,842 -4%
ACI
24
AMP Capital Investors
Australia
$76.3M -$6.37M -50,176 -8%
Morgan Stanley
25
Morgan Stanley
New York
$64.1M -$19.4M -152,864 -23%

FRT Hedge Fund Activity: Q3 2018 in Review

406 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q3 2018, worth a combined $8.98B — up 0.32% from $8.95B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FRT positions and 29 closed out — a net gain of 1 holder — while 145 added to existing stakes and 143 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $100M. The largest seller was Heitman Real Estate Securities, cutting an estimated $49.8M.

  • 406 institutional investors held Federal Realty Investment Trust (FRT) as of Q3 2018, down from 408 in Q2 2018.
  • Funds reported $8.98B of Federal Realty Investment Trust stock for Q3 2018, up 0.32% quarter-over-quarter.
  • 30 funds opened new Federal Realty Investment Trust positions in Q3 2018 and 29 closed out, a net change of +1 holder.
  • The largest Federal Realty Investment Trust buyer in Q3 2018 was JP Morgan Chase, an estimated $100M added.
  • The largest Federal Realty Investment Trust seller in Q3 2018 was Heitman Real Estate Securities, an estimated $49.8M sold.

Based on aggregated 13F filings for Q3 2018.