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Federal Realty Investment Trust

401 hedge funds and large institutions have $7.18B invested in Federal Realty Investment Trust in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 132 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $6.43M | Put options by funds: $5.4M

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

1% more funds holding

Funds holding: 397401 (+4)

8% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 132

0.99% more ownership

Funds ownership: 93.4%94.39% (+0.99%)

20% less capital invested

Capital invested by funds: $8.92B → $7.18B (-$1.74B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
401
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
6.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
66
Increased
142
Reduced
132
Closed
56
Calls
$6.43M
Puts
$5.4M
Net Calls
+$1.02M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B +$11.5M +102,364 +0.8%
State Street
2
State Street
Massachusetts
$819M +$72.7M +647,204 +8%
BlackRock
3
BlackRock
New York
$700M +$4.05M +36,104 +0.5%
Norges Bank
4
Norges Bank
Norway
$691M
Capital Research Global Investors
5
Capital Research Global Investors
California
$397M +$11.3M +100,328 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$349M -$62.2M -553,736 -13%
RC
7
Resolution Capital
Australia
$255M +$17.6M +156,895 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$151M +$2.83M +25,245 +2%
Invesco
9
Invesco
Georgia
$146M +$21.4M +190,957 +14%
ProShare Advisors
10
ProShare Advisors
Maryland
$133M +$11.2M +99,929 +8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$108M +$504K +4,488 +0.4%
Northern Trust
12
Northern Trust
Illinois
$93.9M -$2.79M -24,820 -2%
Cohen & Steers
13
Cohen & Steers
New York
$89.6M -$4.06M -36,203 -4%
Charles Schwab
14
Charles Schwab
California
$82M +$482K +4,291 +0.5%
Wells Fargo
15
Wells Fargo
California
$79.9M -$13.7M -121,975 -13%
Legal & General Group
16
Legal & General Group
United Kingdom
$79.6M -$1.09M -9,731 -1%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$77.8M +$91.2M +812,443 New
BC
18
Brookfield Corp
Ontario, Canada
$71.4M +$11.2M +100,163 +16%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$68.7M +$4.13M +36,818 +5%
Morgan Stanley
20
Morgan Stanley
New York
$67.4M +$28.9M +257,716 +58%
AAMU
21
APG Asset Management US
New York
$62.2M -$9.93M -88,479 -12%
WCP
22
Waterfront Capital Partners
New York
$55.5M -$14.1M -125,848 -18%
N
23
Nuveen
North Carolina
$51.6M +$8.32M +74,121 +16%
Principal Financial Group
24
Principal Financial Group
Iowa
$45.2M -$1.59M -14,170 -3%
Goldman Sachs
25
Goldman Sachs
New York
$44.8M +$27.9M +248,778 +113%

FRT Hedge Fund Activity: Q2 2022 in Review

401 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2022, worth a combined $7.18B — down 20% from $8.92B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new FRT positions and 56 closed out — a net gain of 10 holders — while 142 added to existing stakes and 132 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $91.2M. The largest seller was JP Morgan Chase, cutting an estimated $62.2M.

  • 401 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2022, up from 397 in Q1 2022.
  • Funds reported $7.18B of Federal Realty Investment Trust stock for Q2 2022, down 20% quarter-over-quarter.
  • 66 funds opened new Federal Realty Investment Trust positions in Q2 2022 and 56 closed out, a net change of +10 holders.
  • The largest Federal Realty Investment Trust buyer in Q2 2022 was Schroder Investment Management Group, an estimated $91.2M added.
  • The largest Federal Realty Investment Trust seller in Q2 2022 was JP Morgan Chase, an estimated $62.2M sold.

Based on aggregated 13F filings for Q2 2022.