FRT icon

Federal Realty Investment Trust
FRT

Overview Fund Activity

383 hedge funds and large institutions have $7.48B invested in Federal Realty Investment Trust in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 119 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+6
Holders Change %
+1.59%
% of All Funds
6.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
60
Increased
143
Reduced
119
Closed
51
Calls
$17.7M
Puts
$20.9M
Net Calls
-$3.21M
Net Calls Change
+$9.62M

Top Buyers

1
RC
Resolution Capital
Australia
+$186M
2
CIM
Centersquare Investment Management
Pennsylvania
+$93.2M
3
Cohen & Steers
Cohen & Steers
New York
+$63.2M
4
BC
Brookfield Corp
Ontario, Canada
+$45.1M
5
HRES
Heitman Real Estate Securities
Illinois
+$35.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$60.2M
2
PP
Prudential plc
United Kingdom
-$57.6M
3
Morgan Stanley
Morgan Stanley
New York
-$37.2M
4
State Street
State Street
Massachusetts
-$26.5M
5
CGM
Capital Growth Management
Massachusetts
-$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
251
Csenge Advisory Group
Florida
$310K +$310K +2,944 New
WAM
252
World Asset Management
Michigan
$304K -$65.4K -580 -18%
PAMP
253
Polar Asset Management Partners
Ontario, Canada
$295K +$295K +2,904 New
F
254
F3Logic
Minnesota
$280K +$280K +2,756 New
WANY
255
Wealthspire Advisors (New York)
New York
$277K +$277K +2,727 New
IRF
256
IBM Retirement Fund
New York
$266K -$12.7K -125 -5%
CCM
257
Coldstream Capital Management
Washington
$265K +$3.96K +39 +2%
CNFG
258
Creegan & Nassoura Financial Group
New Hampshire
$264K +$264K +2,600 New
SAM
259
Strategy Asset Managers
California
$263K -$2.74K -27 -1%
HWM
260
Holloway Wealth Management
Florida
$263K -$220K – –
Neuberger Berman Group
261
Neuberger Berman Group
New York
$261K -$52.1K -524 -17%
SSW
262
Smith Shellnut Wilson
Mississippi
$259K -$7.41K -73 -3%
CI
263
Cigna Investments
Connecticut
$255K +$7.32K +72 +3%
WHG
264
Westwood Holdings Group
Texas
$254K – – –
OAM
265
Oppenheimer Asset Management
New York
$254K +$254K +2,505 New
BAIA
266
Bel Air Investment Advisors
California
$252K +$252K +2,482 New
ACM
267
AlphaCrest Capital Management
New York
$243K -$384K -3,789 -61%
KeyBank National Association
268
KeyBank National Association
Ohio
$242K +$3.45K +34 +1%
SFSIG
269
San Francisco Sentry Investment Group
California
$241K +$57.3K +565 +31%
WAM
270
Weiss Asset Management
Massachusetts
$233K +$233K +2,294 New
DTL
271
Dynamic Technology Lab
Singapore
$226K +$226K +2,231 New
ARMT
272
Amica Retiree Medical Trust
Rhode Island
$225K -$24.2K -239 -10%
PIA
273
Powell Investment Advisors
Florida
$224K +$224K +2,183 New
SIC
274
Samalin Investment Counsel
New York
$222K +$222K +2,192 New
LI
275
Lafayette Investments
Maryland
$218K +$218K +2,150 New
9 10
11
12 13