Federal Realty Investment Trust
341 hedge funds and large institutions have $7.54B invested in Federal Realty Investment Trust in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 117 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 114
13% less call options, than puts
Call options by funds: $8.41M | Put options by funds: $9.66M
14% less capital invested
Capital invested by funds: $8.79B → $7.54B (-$1.26B)
17% less funds holding
Funds holding: 411 → 341 (-70)
24.07% less ownership
Funds ownership: 95.88% → 71.81% (-24%)
54% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 117
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$98.3M |
| 2 |
BlackRock
New York
|
+$47.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$29.5M |
| 4 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$22M |
| 5 |
Renaissance Technologies
New York
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.39B |
| 2 |
Cohen & Steers
New York
|
-$316M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$138M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$82.3M |
| 5 |
JP Morgan Chase
New York
|
-$66.2M |
FRT Hedge Fund Activity: Q4 2021 in Review
341 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q4 2021, worth a combined $7.54B — down 14% from $8.79B a quarter earlier.
Sellers outnumbered buyers: 117 funds closed out of FRT and 54 opened new positions — a net loss of 63 holders — while 114 trimmed existing stakes and 118 added.
The largest buyer was Zimmer Partners, adding an estimated $98.3M. The largest seller was Vanguard Group, exiting entirely with an estimated $1.39B sold.
- 341 institutional investors held Federal Realty Investment Trust (FRT) as of Q4 2021, down from 411 in Q3 2021.
- Funds reported $7.54B of Federal Realty Investment Trust stock for Q4 2021, down 14% quarter-over-quarter.
- 54 funds opened new Federal Realty Investment Trust positions in Q4 2021 and 117 closed out, a net change of -63 holders.
- The largest Federal Realty Investment Trust buyer in Q4 2021 was Zimmer Partners, an estimated $98.3M added.
- The largest Federal Realty Investment Trust seller in Q4 2021 was Vanguard Group, an estimated $1.39B sold.
Based on aggregated 13F filings for Q4 2021.