Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FEDERAL RLTY INVT TR NEW (FRT)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — FRT

Based on 489 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
489 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 — +8% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

268 buying216 selling
Last quarter: 268 funds bought or added vs 216 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new FRT position: 60 → 64 → 71 → 77. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 15% medium 20% new
318 out of 489 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

59 → 60 → 64 → 71 → 77 new funds/Q
New funds entering each quarter: 60 → 64 → 71 → 77. A growing number of institutions are discovering FRT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 9% 1-2yr 23% new
Of 497 current holders: 336 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
42 of 489 holders are among the 100 largest funds by AUM, controlling 60% 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

71 top-rated funds 1 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: FRT
2026 Q1 Stats Unlock in 22 days 497 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 497 487 2.05%
13F Shares 84M 75M 10.84%
Total Value $8.32B $7.54B 10.37%
New Positions 77 72 +5
Increased Positions 204 207 -3
Closed Positions 67 49 +18
Reduced Positions 161 169 -8
Total Calls 3 8 -62.5%
Total Puts 5 7 -28.57%
PUT/CALL Ratio 1.67 0.88 Bearish

Statistics: FRT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

497 + investors

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

Top 25 institutional holders of FRT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vert Asset Management LLC 1.34% 39,864 $4.2M
2 RWC Asset Management LLP 0.76% 172,087 $18.3M
3 Xcel Wealth Management, LLC 0.73% 24,951 $2.7M
4 Vest Financial, LLC 0.64% 505,409 $53.7M
5 Pathway Financial Advisers, LLC 0.49% 16,395 $1.7M
6 MQS Management LLC 0.41% 5,734 $609K
7 PFW Advisors LLC 0.37% 10,958 $1.2M
8 Oak Thistle LLC 0.31% 29,682 $3.2M
9 ProShare Advisors LLC 0.26% 1,628,718 $173.0M
10 JEPPSON WEALTH MANAGEMENT, LLC 0.22% 6,708 $712K
11 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.20% 9,700 $1.0M
12 JB Capital LLC 0.20% 46,908 $5.0M
13 Marshall Financial Group, LLC 0.19% 11,308 $1.2M
14 Revisor Wealth Management LLC 0.18% 6,049 $641K
15 waypoint wealth counsel 0.16% 2,845 $302K
16 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.13% 3,011 $320K
17 Armstrong, Fleming & Moore, Inc 0.13% 2,890 $307K
18 YOUSIF CAPITAL MANAGEMENT, LLC 0.10% 79,987 $8.5M
19 FARMERS & MERCHANTS INVESTMENTS INC 0.08% 28,744 $3.1M
20 Lewis Asset Management, LLC 0.08% 1,925 $204K
21 Powell Investment Advisors, LLC 0.08% 2,183 $232K
22 MONTGOMERY INVESTMENT MANAGEMENT INC 0.08% 2,080 $221K
23 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 0.06% 6,165 $655K
24 State of Alaska, Department of Revenue 0.06% 50,310 $5K
25 Richard Bernstein Advisors LLC 0.06% 18,279 $1.9M
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 — 3 quarters in a row: For 3 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 — 55% buying: Last quarter: 268 funds bought or added vs 216 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 — 60% AUM from top-100 funds: 42 of 489 holders are among the 100 largest funds by AUM, controlling 60% 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?

65% of holders stayed for 2+ years: 318 out of 489 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.

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.