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Federal Realty Investment Trust
FRT

Overview Fund Activity

500 hedge funds and large institutions have $8.51B invested in Federal Realty Investment Trust in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 195 increasing their positions, 141 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+52
Holders Change %
+11.61%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
195
Reduced
141
Closed
32
Calls
$21.1M
Puts
$6.14M
Net Calls
+$14.9M
Net Calls Change
+$5.15M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$70.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$65.9M
3
UBS AM
UBS AM
Illinois
$69.5M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$86.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$44.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
RIM
Rush Island Management
New York
$116M
3
WCP
Waterfront Capital Partners
New York
$9.6M
4
Legal & General Group
Legal & General Group
United Kingdom
$83.2M
5
Millennium Management
Millennium Management
New York
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAMC
226
Spirit of America Management Corp
New York
$1.12M – – –
MM
227
MQS Management
New York
$1.09M +$143K +1,245 +15%
BCM
228
Bluefin Capital Management
New York
$1.07M +$1.07M +9,300 New
MOACM
229
Mutual of America Capital Management
New York
$1.06M -$17.4K -151 -2%
MGP
230
Metis Global Partners
California
$1.06M +$213K +1,856 +25%
Credit Agricole
231
Credit Agricole
France
$1M +$169K +1,473 +20%
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$982K +$37.6K +327 +4%
IMRF
233
Illinois Municipal Retirement Fund
Illinois
$978K +$978K +8,503 New
TSMHT
234
Thurston Springer Miller Herd & Titak
Indiana
$972K +$114K +992 +13%
AIP
235
Ameritas Investment Partners
Nebraska
$910K – – –
JIC
236
Joel Isaacson & Co
New York
$907K – – –
Creative Planning
237
Creative Planning
Kansas
$895K +$141K +1,230 +19%
FPCP
238
Fort Point Capital Partners
California
$892K +$8.62K +75 +1%
FNFDCM
239
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$890K -$13.7K -119 -2%
Lido Advisors
240
Lido Advisors
California
$878K -$271K -2,357 -24%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$846K – – –
BHBT
242
Burke & Herbert Bank & Trust
Virginia
$843K – – –
PA
243
Promethium Advisors
Maryland
$841K +$841K +7,317 New
JWM
244
Jeppson Wealth Management
California
$812K – – –
X
245
Xponance
Pennsylvania
$811K +$31.8K +277 +4%
NW
246
NewEdge Wealth
Pennsylvania
$766K +$2.3K +20 +0.3%
BEI
247
Benjamin Edwards Inc
Missouri
$747K +$747K +6,498 New
NB
248
Norinchukin Bank
Japan
$746K +$55.8K +485 +8%
OPERF
249
Oregon Public Employees Retirement Fund
Oregon
$741K – – –
GCP
250
GSA Capital Partners
United Kingdom
$740K -$775K -6,739 -51%
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