Federal Realty Investment Trust
FRT
416 hedge funds and large institutions have $7.63B invested in Federal Realty Investment Trust in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 176 increasing their positions, 128 reducing their positions, and 49 closing their positions.
49% more capital inflows, than outflows
Capital inflows: $396M | Capital outflows: $266M
38% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 128
1.56% more ownership
Funds ownership: 95.1% → 96.66% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 435 → 416 (-19)
24% less call options, than puts
Call options by funds: $9.31M | Put options by funds: $12.3M
33% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$59.6M |
| 2 |
JP Morgan Chase
New York
|
+$28.2M |
| 3 |
BlackRock
New York
|
+$25.8M |
| 4 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$25.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Waterfront Capital Partners
New York
|
-$38.3M |
| 2 |
STRS Ohio
Columbus,
Ohio
|
-$21.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$21M |
| 4 |
GA
GRS Advisors
Chicago,
Illinois
|
-$19.5M |
| 5 |
Rush Island Management
New York
|
-$15.2M |
FRT Hedge Fund Activity: Q2 2023 in Review
416 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Federal Realty Investment Trust (FRT) for Q2 2023, worth a combined $7.63B — down 0.24% from $7.65B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of FRT and 33 opened new positions — a net loss of 16 holders — while 128 trimmed existing stakes and 176 added.
The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $59.6M. The largest seller was Waterfront Capital Partners, exiting entirely with an estimated $38.3M sold.
- 416 institutional investors held Federal Realty Investment Trust (FRT) as of Q2 2023, down from 435 in Q1 2023.
- Funds reported $7.63B of Federal Realty Investment Trust stock for Q2 2023, down 0.24% quarter-over-quarter.
- 33 funds opened new Federal Realty Investment Trust positions in Q2 2023 and 49 closed out, a net change of -16 holders.
- The largest Federal Realty Investment Trust buyer in Q2 2023 was Alyeska Investment Group, an estimated $59.6M added.
- The largest Federal Realty Investment Trust seller in Q2 2023 was Waterfront Capital Partners, an estimated $38.3M sold.
Based on aggregated 13F filings for Q2 2023.