Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Federal Rlty Invt Tr New (FRT)

547 + Investors. Track Smart Money conviction in FRT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
4Q ▲
Buyers last Q
59%

Smart Money Signals — FRT

Based on 550 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added FRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
550 hedge funds hold FRT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

302 buying208 selling
Last quarter: 302 funds bought or added vs 208 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~83 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 67 → 73 → 82 → 83. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
346 out of 550 hedge funds have held FRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

62 → 67 → 73 → 82 → 83 new funds/Q
New funds entering each quarter: 67 → 73 → 82 → 83. A growing number of institutions are discovering FRT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 558 holders: 375 (67%) are 2+ year veterans, 48 entered 1–2 years ago, and 135 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
57 of 549 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in FRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FRT

In 2026 Q1, 302 hedge funds were net buyers of FRT (83 opened a new position, 219 added to an existing one), while 208 reduced or exited (158 trimmed, 50 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in FRT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 550.

Hedge Fund Ownership: FRT

How many hedge funds hold FRT — quarterly history vs. share price
Quarterly hedge fund ownership of FRT vs. share price

Market Analysis: FRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FRT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Federal Rlty Invt Tr New (FRT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FRT has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
FRT
nan%
XLRE
nan%

FRT outperformed XLRE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
FRT
nan%
XLRE
nan%

Since the filing became public, FRT outperformed XLRE by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 0 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: FRT
547 + Investors

Track Smart Money conviction in FRT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 547 517 5.8%
13F Shares 77M 84M -8.36%
Total Value $7.98B $8.40B -5.01%
New Positions 83 82 +1
Increased Positions 215 197 +18
Closed Positions 53 65 -12
Reduced Positions 153 162 -9
Total Calls 3 3 -
Total Puts 5 5 -
PUT/CALL Ratio 1.67 1.67 Bearish

Statistics: FRT

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Institutional Holders (2026 Q1)

547 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FRT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FRT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Masterton Capital Management, LP 16.79% 173,546 $18.4M
2 Resolution Capital Ltd 8.14% 3,644,575 $387.1M
3 GRS Advisors, LLC 7.21% 686,774 $72.9M
4 Rush Island Management, LP 4.55% 638,538 $67.8M
5 Hazelview Securities Inc. 3.32% 167,710 $17.8M
6 Kinloch Capital, LLC 1.91% 44,002 $4.7M
7 Lasalle Investment Management Securities LLC 1.48% 353,194 $37.5M
8 Vert Asset Management LLC 1.34% 39,864 $4.2M
9 New Insight Wealth Advisors 1.30% 34,080 $3.6M
10 Heitman Real Estate Securities LLC 1.21% 158,933 $16.9M
11 Argonautica Private Wealth Management, Inc 1.12% 34,936 $3.7M
12 Sophron Capital Management L.P. 1.10% 35,021 $3.7M
13 Prevail Innovative Wealth Advisors, LLC 0.92% 51,541 $5.5M
14 Private Management Group Inc 0.85% 277,009 $29.4M
15 RWC Asset Management LLP 0.76% 172,087 $18.3M
16 NAN FUNG TRINITY (HK) Ltd 0.75% 64,000 $6.8M
17 Xcel Wealth Management, LLC 0.73% 24,951 $2.7M
18 Pacific Heights Asset Management LLC 0.71% 200,000 $21.2M
19 Mattern Capital Management, LLC 0.69% 54,361 $5.8M
20 Vest Financial, LLC 0.64% 505,409 $53.7M
21 Blackhawk Capital Partners, LLC 0.58% 14,954 $1.6M
22 Meiji Yasuda Asset Management Co Ltd. 0.55% 104,163 $11.1M
23 Curi Capital, LLC 0.53% 281,034 $29.8M
24 Pathway Financial Advisers, LLC 0.49% 16,395 $1.7M
25 Lighthouse Investment Partners, LLC 0.49% 132,793 $14.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Federal Rlty Invt Tr New (FRT)

What does the Smart Money Trend signal show for FRT?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FRT?

Slight buying edge — 59% buying: Last quarter: 302 funds bought or added vs 208 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FRT holders?

Elite ownership — 42% AUM from top-100 funds: 57 of 549 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in FRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FRT?

63% of holders stayed for 2+ years: 346 out of 550 hedge funds have held FRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Federal Rlty Invt Tr New (FRT) following the 2026 Q1 hedge fund 13F filings?

As of today, FRT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), FRT has gained nan% vs nan% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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