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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 %
MIM
251
Morningstar Investment Management
Illinois
$662K +$53.2K +475 +9%
VPIM
252
Vanguard Personalized Indexing Management
California
$638K +$4.93K +44 +0.8%
JCM
253
Janney Capital Management
Pennsylvania
$633K – – –
TRSOTSOK
254
Teachers Retirement System of the State of Kentucky
Kentucky
$620K – – –
PS
255
Principal Securities
Iowa
$617K +$44.6K +398 +8%
WHCI
256
W.H. Cornerstone Investments
Massachusetts
$613K +$613K +5,473 New
DEA
257
DoubleLine ETF Adviser
Florida
$601K +$1.68K +15 +0.3%
GLF
258
Groupe la Francaise
France
$601K +$601K +5,430 New
KRS
259
Kentucky Retirement Systems
Kentucky
$579K -$7.95K -71 -1%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$575K +$2.91K +26 +0.5%
PI
261
PFG Investments
New York
$565K -$134K -1,193 -19%
SCM
262
Sterling Capital Management
North Carolina
$562K +$210K +1,873 +60%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$558K +$78.9K +705 +16%
GWP
264
Gen-Wealth Partners
Michigan
$557K +$22.7K +203 +4%
Corient Private Wealth
265
Corient Private Wealth
Florida
$544K +$59.3K +530 +12%
PAS
266
Park Avenue Securities
New York
$533K +$14K +125 +3%
HIMCH
267
Hartford Investment Management Co (HIMCO)
Connecticut
$531K +$3.47K +31 +0.7%
MSRPS
268
Maryland State Retirement & Pension System
Maryland
$527K – – –
AM
269
AGF Management
Ontario, Canada
$521K +$168K +1,500 +48%
GXJ
270
Global X Japan
Japan
$511K +$70.8K +632 +16%
AIA
271
AssuredPartners Investment Advisors
Florida
$511K +$511K +4,563 New
CW
272
Code Waechter
Florida
$509K -$10.7K -96 -2%
OIAM
273
OFI Invest Asset Management
France
$503K +$503K +4,652 New
VU
274
Vanderbilt University
Tennessee
$494K +$494K +4,413 New
CIM
275
Contravisory Investment Management
Massachusetts
$488K – – –
9 10
11
12 13