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Federal Realty Investment Trust
FRT

Overview Fund Activity

486 hedge funds and large institutions have $9.52B invested in Federal Realty Investment Trust in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 204 increasing their positions, 143 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
-14
Holders Change %
-2.8%
% of All Funds
6.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
65
Increased
204
Reduced
143
Closed
72
Calls
$18M
Puts
$5.03M
Net Calls
+$13M
Net Calls Change
-$1.95M

Top Buyers

1
CIM
Centersquare Investment Management
Pennsylvania
$117M
2
Invesco
Invesco
Georgia
$342M
3
Northern Trust
Northern Trust
Illinois
$138M
4
RC
Resolution Capital
Australia
$394M
5
BlackRock
BlackRock
New York
$985M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$516M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$202K
4
Macquarie Group
Macquarie Group
Australia
$4.88M
5
Morgan Stanley
Morgan Stanley
New York
$94.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
226
Fort Point Capital Partners
California
$879K +$9.96K +89 +1%
Lazard Asset Management
227
Lazard Asset Management
New York
$871K +$265K +2,370 +44%
WIA
228
World Investment Advisors
California
$871K +$656K +5,860 +306%
KAS
229
Kestra Advisory Services
Texas
$867K +$867K +7,742 New
FNFDCM
230
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$860K -$6.72K -60 -0.8%
Lido Advisors
231
Lido Advisors
California
$848K -$7.17K -64 -0.8%
BHBT
232
Burke & Herbert Bank & Trust
Virginia
$821K – – –
FCM
233
Fieldview Capital Management
Michigan
$813K +$813K +7,260 New
MSU
234
Mizuho Securities USA
New York
$811K +$265K +2,369 +49%
JWM
235
Jeppson Wealth Management
California
$790K – – –
NB
236
Norinchukin Bank
Japan
$767K +$39.9K +356 +5%
Cerity Partners
237
Cerity Partners
New York
$766K +$270K +2,380 +54%
X
238
Xponance
Pennsylvania
$756K -$34.1K -305 -4%
BEI
239
Benjamin Edwards Inc
Missouri
$748K +$20.3K +181 +3%
NA
240
NewEdge Advisors
Louisiana
$748K +$326K +2,908 +77%
IAA
241
Independent Advisor Alliance
North Carolina
$737K +$49K +438 +7%
OPERF
242
Oregon Public Employees Retirement Fund
Oregon
$734K +$12.3K +110 +2%
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$722K +$10.4K +93 +1%
EI
244
Ethic Inc
New York
$719K +$16.2K +145 +2%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$718K -$106K -949 -13%
NW
246
NewEdge Wealth
Pennsylvania
$713K -$32.7K -292 -4%
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$693K +$28.8K +257 +4%
CFD
248
Creative Financial Designs
Indiana
$672K -$26.4K -236 -4%
SW
249
SlateStone Wealth
Florida
$671K +$22.4K +200 +3%
PAM
250
Panagora Asset Management
Massachusetts
$665K +$382K +3,409 +135%
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