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Federal Realty Investment Trust
FRT

Overview Fund Activity

399 hedge funds and large institutions have $7.18B invested in Federal Realty Investment Trust in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 131 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
6.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
66
Increased
142
Reduced
131
Closed
56
Calls
$6.43M
Puts
$5.4M
Net Calls
+$1.02M
Net Calls Change
-$1.4M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$77.8M
2
State Street
State Street
Massachusetts
$819M
3
CCMG
Clark Capital Management Group
Pennsylvania
$35.5M
4
CIM
Centersquare Investment Management
Pennsylvania
$41.4M
5
Morgan Stanley
Morgan Stanley
New York
$67.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$349M
2
N
Natixis
France
$13.4M
3
Citadel Advisors
Citadel Advisors
Florida
$4.76M
4
ACM
AEW Capital Management
Massachusetts
$0
5
Prudential Financial
Prudential Financial
New Jersey
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
276
Principal Street Partners
Tennessee
$292K -$9.19K -96 -3%
Cetera Investment Advisers
277
Cetera Investment Advisers
Illinois
$283K +$6.42K +67 +2%
NMIMC
278
Northwestern Mutual Investment Management Company
Wisconsin
$274K +$4.03K +42 +1%
Creative Planning
279
Creative Planning
Kansas
$272K +$10.2K +106 +4%
SS
280
Simplicity Solutions
Minnesota
$272K +$17.6K +184 +7%
QC
281
Quadrature Capital
United Kingdom
$259K +$69.4K +723 +37%
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$256K +$13.3K +139 +5%
MAM
283
Meeder Asset Management
Ohio
$255K +$15.3K +159 +6%
AWAG
284
ARS Wealth Advisors Group
Florida
$248K +$248K +2,590 New
AWM
285
AE Wealth Management
Kansas
$247K -$93.9K -980 -28%
SSW
286
Smith Shellnut Wilson
Mississippi
$240K -$16.7K -174 -6%
KeyBank National Association
287
KeyBank National Association
Ohio
$238K +$6.9K +72 +3%
ESCM
288
Echo Street Capital Management
New York
$237K +$237K +2,479 New
KRSITF
289
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$234K +$33.9K +354 +17%
RCM
290
RB Capital Management
Nevada
$233K +$19.6K +204 +9%
IF
291
Intrua Financial
Texas
$231K +$231K +2,410 New
OTL
292
Oak Thistle LLC
New York
$223K +$223K +2,331 New
KFS
293
Kaizen Financial Strategies
California
$217K +$1.82K +19 +0.8%
PIA
294
Powell Investment Advisors
Florida
$211K – – –
LP
295
LMR Partners
United Kingdom
$209K +$209K +2,183 New
LI
296
Lafayette Investments
Maryland
$206K – – –
PAG
297
Private Advisor Group
New Jersey
$205K +$205K +2,143 New
LWP
298
Lumature Wealth Partners
Georgia
$202K +$19.2K +201 +11%
CB
299
Commerce Bank
Missouri
$201K +$5.64K +59 +3%
SWM
300
Spire Wealth Management
Virginia
$194K +$194K +2,030 New
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12
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