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Federal Realty Investment Trust
FRT

Overview Fund Activity

412 hedge funds and large institutions have $7.13B invested in Federal Realty Investment Trust in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
45
Increased
157
Reduced
136
Closed
42
Calls
$10.8M
Puts
$4.47M
Net Calls
+$6.36M
Net Calls Change
+$9.32M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$80.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$428M
3
PI
PGGM Investments
Netherlands
$54.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$84.1M
5
Millennium Management
Millennium Management
New York
$18.6M

Top Sellers

1
State Street
State Street
Massachusetts
$620M
2
RC
Resolution Capital
Australia
$264M
3
BlackRock
BlackRock
New York
$720M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.14B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
226
Rodgers Brothers
Pennsylvania
$537K +$54.4K +600 +11%
MGP
227
Metis Global Partners
California
$527K +$45.2K +499 +9%
KRS
228
Kentucky Retirement Systems
Kentucky
$524K -$10.3K -114 -2%
OPERF
229
Oregon Public Employees Retirement Fund
Oregon
$512K -$9.06K -100 -2%
WANY
230
Wealthspire Advisors (New York)
New York
$497K +$56.2K +619 +13%
US Bancorp
231
US Bancorp
Minnesota
$486K -$31.4K -346 -6%
MLICM
232
Metropolitan Life Insurance Company (MetLife)
New York
$479K -$13.5K -149 -3%
MIM
233
Montgomery Investment Management
Maryland
$479K – – –
Creative Planning
234
Creative Planning
Kansas
$476K -$11.1K -123 -2%
NC
235
NovaPoint Capital
Georgia
$473K +$74.7K +824 +19%
SAM
236
Securian Asset Management
Minnesota
$471K -$60.6K -669 -11%
EI
237
Ethic Inc
New York
$458K -$329K -3,625 -42%
Bank of Nova Scotia
238
Bank of Nova Scotia
Ontario, Canada
$456K +$51.8K +571 +13%
AI
239
Atom Investors
Texas
$453K +$453K +4,993 New
HIMCH
240
Hartford Investment Management Co (HIMCO)
Connecticut
$452K -$12.9K -142 -3%
B
241
Bailard
California
$444K +$444K +4,894 New
Cambridge Investment Research Advisors
242
Cambridge Investment Research Advisors
Iowa
$440K -$11.3K -125 -3%
HS
243
Hazelview Securities
Ontario, Canada
$425K -$79.7K -900 -16%
CAG
244
Csenge Advisory Group
Florida
$420K -$6.44K -71 -2%
WAAG
245
Wealth Alliance Advisory Group
Kansas
$417K -$43.3K -478 -9%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$416K +$10.5K +116 +3%
VPIM
247
Vanguard Personalized Indexing Management
California
$412K -$52K -574 -11%
NEI
248
Northwest & Ethical Investments
Ontario, Canada
$410K -$11.7K -129 -3%
LSERS
249
Louisiana State Employees Retirement System
Louisiana
$408K – – –
MM
250
MQS Management
New York
$405K +$97.5K +1,076 +32%
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10
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