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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 %
CGH
251
Crossmark Global Holdings
Texas
$405K +$17.5K +196 +5%
BBA
252
BLB&B Advisors
Pennsylvania
$403K – – –
DF
253
Donoghue Forlines
Massachusetts
$374K +$374K +4,124 New
IA
254
IFP Advisors
Florida
$373K +$13.2K +146 +4%
Neuberger Berman Group
255
Neuberger Berman Group
New York
$370K +$16.9K +186 +5%
JF
256
Jump Financial
Illinois
$369K +$369K +4,073 New
CWM
257
CIBC World Markets
New York
$367K -$413K -4,553 -53%
NMERB
258
New Mexico Educational Retirement Board
New Mexico
$349K +$27.2K +300 +8%
MMG
259
Monetary Management Group
Missouri
$340K – – –
Cerity Partners
260
Cerity Partners
New York
$333K +$333K +3,668 New
EGM
261
Engineers Gate Manager
New York
$331K +$144K +1,584 +77%
PFO
262
Pathstone Family Office
New Jersey
$330K +$330K +3,624 New
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$328K +$4.08K +45 +1%
EH
264
Equitable Holdings
New York
$316K -$13.5K -149 -4%
AWM
265
Apollon Wealth Management
South Carolina
$316K +$74.3K +820 +31%
GT
266
Glenmede Trust
Pennsylvania
$314K +$314K +3,461 New
MFS
267
Mirabella Financial Services
United Kingdom
$314K +$314K +3,461 New
BAM
268
Belpointe Asset Management
Nevada
$313K – – –
FCA
269
Fortis Capital Advisors
Kansas
$313K – – –
SSB
270
Sandy Spring Bank
Maryland
$310K +$816 +9 +0.3%
Baird Financial Group
271
Baird Financial Group
Wisconsin
$301K +$50.1K +553 +20%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$297K -$16.7K -184 -5%
MIM
273
Morningstar Investment Management
Illinois
$296K – – –
Thrivent Financial for Lutherans
274
Thrivent Financial for Lutherans
Minnesota
$292K -$3.54K -39 -1%
PAS
275
Park Avenue Securities
New York
$285K +$285K +3,146 New
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11
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