Federal Realty Investment Trust
434 hedge funds and large institutions have $7.65B invested in Federal Realty Investment Trust in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 184 increasing their positions, 125 reducing their positions, and 37 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 125
35% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 37
2% more funds holding
Funds holding: 427 → 434 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less capital invested
Capital invested by funds: $7.9B → $7.65B (-$246M)
1.02% less ownership
Funds ownership: 96.13% → 95.1% (-1%)
25% less call options, than puts
Call options by funds: $8.12M | Put options by funds: $10.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCP
Waterfront Capital Partners
New York
|
+$40.6M |
| 2 |
BlackRock
New York
|
+$22M |
| 3 |
Morgan Stanley
New York
|
+$19.8M |
| 4 |
RIM
Rush Island Management
New York
|
+$17.3M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$84.2M |
| 2 |
JP Morgan Chase
New York
|
-$63.5M |
| 3 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$53.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$44.9M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$34.2M |
FRT Hedge Fund Activity: Q1 2023 in Review
434 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q1 2023, worth a combined $7.65B — down 3.1% from $7.9B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new FRT positions and 37 closed out — a net gain of 13 holders — while 184 added to existing stakes and 125 trimmed.
The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $40.6M. The largest seller was State Street, cutting an estimated $84.2M.
- 434 institutional investors held Federal Realty Investment Trust (FRT) as of Q1 2023, up from 427 in Q4 2022.
- Funds reported $7.65B of Federal Realty Investment Trust stock for Q1 2023, down 3.1% quarter-over-quarter.
- 50 funds opened new Federal Realty Investment Trust positions in Q1 2023 and 37 closed out, a net change of +13 holders.
- The largest Federal Realty Investment Trust buyer in Q1 2023 was Waterfront Capital Partners, an estimated $40.6M added.
- The largest Federal Realty Investment Trust seller in Q1 2023 was State Street, an estimated $84.2M sold.
Based on aggregated 13F filings for Q1 2023.