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Federal Realty Investment Trust
FRT

Overview Fund Activity

448 hedge funds and large institutions have $8.12B invested in Federal Realty Investment Trust in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+36
Holders Change %
+8.74%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
77
Increased
152
Reduced
155
Closed
34
Calls
$14.7M
Puts
$6.79M
Net Calls
+$7.86M
Net Calls Change
+$1.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$119M
2
Morgan Stanley
Morgan Stanley
New York
$196M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$140M
4
Marshall Wace
Marshall Wace
United Kingdom
$29.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$39.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$425M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$41.7M
4
Northern Trust
Northern Trust
Illinois
$77.6M
5
Barclays
Barclays
United Kingdom
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRD
251
Nebula Research & Development
New York
$489K +$489K +4,742 New
NC
252
NovaPoint Capital
Georgia
$488K -$50K -485 -9%
SAM
253
Securian Asset Management
Minnesota
$478K -$57.6K -559 -11%
WAAG
254
Wealth Alliance Advisory Group
Kansas
$472K -$1.55K -15 -0.3%
VPIM
255
Vanguard Personalized Indexing Management
California
$466K -$1.65K -16 -0.4%
CGH
256
Crossmark Global Holdings
Texas
$461K -$6.6K -64 -1%
ECM
257
Everence Capital Management
Indiana
$459K – – –
LSERS
258
Louisiana State Employees Retirement System
Louisiana
$453K -$10.3K -100 -2%
BFM
259
Boothbay Fund Management
New York
$450K +$450K +4,369 New
MM
260
MQS Management
New York
$446K -$15.1K -147 -3%
NEI
261
Northwest & Ethical Investments
Ontario, Canada
$441K -$26K -252 -6%
PS
262
Principal Securities
Iowa
$438K +$438K +4,251 New
NA
263
NewEdge Advisors
Louisiana
$437K +$207K +2,023 +90%
SPC
264
Sigma Planning Corp
Michigan
$419K -$697K -6,763 -62%
Lido Advisors
265
Lido Advisors
California
$419K -$1.15M -10,996 -73%
EH
266
Equitable Holdings
New York
$416K +$56.4K +547 +16%
DTL
267
Dynamic Technology Lab
Singapore
$410K +$410K +3,981 New
BBA
268
BLB&B Advisors
Pennsylvania
$406K -$53.1K -515 -12%
Neuberger Berman Group
269
Neuberger Berman Group
New York
$403K -$17.2K -167 -4%
SSB
270
Sandy Spring Bank
Maryland
$399K +$46.3K +449 +13%
NMERB
271
New Mexico Educational Retirement Board
New Mexico
$397K – – –
GXJ
272
Global X Japan
Japan
$394K +$394K +3,826 New
MMG
273
Monetary Management Group
Missouri
$386K – – –
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$384K +$10.2K +99 +3%
US Bancorp
275
US Bancorp
Minnesota
$380K -$173K -1,675 -31%
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