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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B +$36.9M +281,928 +2%
BlackRock
2
BlackRock
New York
$1.13B +$15.1M +115,564 +1%
State Street
3
State Street
Massachusetts
$948M +$67.7M +517,353 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$721M +$4.55M +34,756 +0.7%
Norges Bank
5
Norges Bank
Norway
$619M
Invesco
6
Invesco
Georgia
$327M +$3.34M +25,488 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$179M +$10.4M +79,737 +7%
PI
8
PGGM Investments
Netherlands
$178M
Northern Trust
9
Northern Trust
Illinois
$175M +$3.65M +27,877 +2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$159M -$27.4M -209,387 -15%
Goldman Sachs
11
Goldman Sachs
New York
$157M -$8.21M -62,728 -5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$156M +$1.26M +9,646 +0.9%
Charles Schwab
13
Charles Schwab
California
$152M +$8.6M +65,713 +6%
AAMU
14
APG Asset Management US
New York
$140M -$5.83M -44,500 -4%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$139M -$1.72M -13,172 -1%
RC
16
Resolution Capital
Australia
$115M -$41.7M -318,452 -28%
Cohen & Steers
17
Cohen & Steers
New York
$104M -$1.78M -13,572 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$102M +$9.86M +75,305 +11%
N
19
Nuveen
North Carolina
$92.8M -$7.67M -58,561 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$91.7M +$1.88M +14,325 +2%
BC
21
Brookfield Corp
Ontario, Canada
$86.4M -$288K -2,200 -0.3%
ProShare Advisors
22
ProShare Advisors
Maryland
$83.7M -$715K -5,462 -0.9%
ACM
23
AEW Capital Management
Massachusetts
$83.1M -$3.48M -26,585 -4%
ACI
24
AMP Capital Investors
Australia
$81.9M +$340K +2,600 +0.4%
Wells Fargo
25
Wells Fargo
California
$65.5M +$5.13M +39,174 +9%

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.