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Federal Realty Investment Trust

409 hedge funds and large institutions have $8.38B invested in Federal Realty Investment Trust in 2018 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 143 increasing their positions, 148 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $5.08M

12% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 50

1% more funds holding

Funds holding: 406409 (+3)

0.19% less ownership

Funds ownership: 96.59%96.4% (-0.19%)

3% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 148

7% less capital invested

Capital invested by funds: $8.98B → $8.38B (-$594M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
409
Holders Change
+3
Holders Change %
+0.74%
% of All Funds
9.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
56
Increased
143
Reduced
148
Closed
50
Calls
$9.96M
Puts
$5.08M
Net Calls
+$4.88M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.35B +$1.53M +12,174 +0.1%
BlackRock
2
BlackRock
New York
$955M +$20.4M +162,586 +2%
State Street
3
State Street
Massachusetts
$752M +$39.6M +315,109 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$613M +$5.69M +45,266 +0.9%
Norges Bank
5
Norges Bank
Norway
$530M +$188M +1,500,000 +50%
Invesco
6
Invesco
Georgia
$277M -$7.35M -58,530 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$161M -$14.5M -115,823 -8%
PI
8
PGGM Investments
Netherlands
$152M
Northern Trust
9
Northern Trust
Illinois
$146M +$6.1M +48,581 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$144M +$13M +103,768 +9%
Goldman Sachs
11
Goldman Sachs
New York
$142M -$48.5M -386,012 -24%
RC
12
Resolution Capital
Australia
$136M +$10M +79,780 +7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$132M -$219K -1,740 -0.2%
AAMU
14
APG Asset Management US
New York
$125M -$21.6M -172,070 -14%
Charles Schwab
15
Charles Schwab
California
$122M +$3.18M +25,291 +3%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$121M -$18.9M -150,450 -13%
Cohen & Steers
17
Cohen & Steers
New York
$91M -$18.9M -150,229 -16%
N
18
Nuveen
North Carolina
$86.4M -$21M -167,589 -19%
Legal & General Group
19
Legal & General Group
United Kingdom
$78.5M +$896K +7,131 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$76.8M -$5.55M -44,191 -6%
ACM
21
AEW Capital Management
Massachusetts
$74.3M -$7.56M -60,175 -9%
BC
22
Brookfield Corp
Ontario, Canada
$74.3M -$7.13M -56,800 -8%
ProShare Advisors
23
ProShare Advisors
Maryland
$72.3M +$826K +6,574 +1%
ACI
24
AMP Capital Investors
Australia
$70.7M -$3.35M -26,701 -4%
CIM
25
Centersquare Investment Management
Pennsylvania
$68.9M +$18.5M +147,312 +34%

FRT Hedge Fund Activity: Q4 2018 in Review

409 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2018, worth a combined $8.38B — down 6.6% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new FRT positions and 50 closed out — a net gain of 6 holders — while 143 added to existing stakes and 148 trimmed.

The largest buyer was Norges Bank, adding an estimated $188M. The largest seller was Goldman Sachs, cutting an estimated $48.5M.

  • 409 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2018, up from 406 in Q3 2018.
  • Funds reported $8.38B of Federal Realty Investment Trust stock for Q4 2018, down 6.6% quarter-over-quarter.
  • 56 funds opened new Federal Realty Investment Trust positions in Q4 2018 and 50 closed out, a net change of +6 holders.
  • The largest Federal Realty Investment Trust buyer in Q4 2018 was Norges Bank, an estimated $188M added.
  • The largest Federal Realty Investment Trust seller in Q4 2018 was Goldman Sachs, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2018.