Federal Realty Investment Trust
428 hedge funds and large institutions have $9.09B invested in Federal Realty Investment Trust in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 161 increasing their positions, 142 reducing their positions, and 42 closing their positions.
19% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 42
13% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 142
0.63% less ownership
Funds ownership: 94.04% → 93.41% (-0.63%)
1% less funds holding
Funds holding: 433 → 428 (-5)
5% less capital invested
Capital invested by funds: $9.6B → $9.09B (-$517M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
72% less call options, than puts
Call options by funds: $2.07M | Put options by funds: $7.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$78.5M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$58.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.1M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$18.6M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$66.1M |
| 2 |
Cohen & Steers
New York
|
-$51M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$50.8M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$48.3M |
| 5 |
JP Morgan Chase
New York
|
-$38.3M |
FRT Hedge Fund Activity: Q4 2019 in Review
428 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2019, worth a combined $9.09B — down 5.4% from $9.6B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new FRT positions and 42 closed out — a net gain of 8 holders — while 161 added to existing stakes and 142 trimmed.
The largest buyer was Norges Bank, adding an estimated $78.5M. The largest seller was State Street, cutting an estimated $66.1M.
- 428 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2019, down from 433 in Q3 2019.
- Funds reported $9.09B of Federal Realty Investment Trust stock for Q4 2019, down 5.4% quarter-over-quarter.
- 50 funds opened new Federal Realty Investment Trust positions in Q4 2019 and 42 closed out, a net change of +8 holders.
- The largest Federal Realty Investment Trust buyer in Q4 2019 was Norges Bank, an estimated $78.5M added.
- The largest Federal Realty Investment Trust seller in Q4 2019 was State Street, an estimated $66.1M sold.
Based on aggregated 13F filings for Q4 2019.