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Federal Realty Investment Trust
FRT

Overview Fund Activity

413 hedge funds and large institutions have $7.63B invested in Federal Realty Investment Trust in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-19
Holders Change %
-4.4%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
176
Reduced
128
Closed
48
Calls
$9.31M
Puts
$12.3M
Net Calls
-$2.96M
Net Calls Change
-$228K

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$61.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$407M
3
BlackRock
BlackRock
New York
$783M
4
CCMG
Clark Capital Management Group
Pennsylvania
$64.9M
5
State Street
State Street
Massachusetts
$943M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$694K
2
WCP
Waterfront Capital Partners
New York
$0
3
SO
STRS Ohio
Ohio
$7.41M
4
Bank of America
Bank of America
North Carolina
$11.2M
5
GA
GRS Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
276
Landscape Capital Management
New Jersey
$265K +$265K +2,743 New
AWM
277
Apollon Wealth Management
South Carolina
$258K +$258K +2,664 New
KRSITF
278
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$255K +$2.81K +29 +1%
KFS
279
Kaizen Financial Strategies
California
$255K +$2.49K +25 +1%
RWM
280
Revisor Wealth Management
Ohio
$254K -$581 -6 -0.2%
SSW
281
Smith Shellnut Wilson
Mississippi
$248K -$1.94K -20 -0.8%
MWM
282
Modera Wealth Management
New Jersey
$248K +$248K +2,566 New
CA
283
Cetera Advisors
Colorado
$247K +$32K +331 +15%
PAM
284
Panagora Asset Management
Massachusetts
$245K – – –
KeyBank National Association
285
KeyBank National Association
Ohio
$244K -$1.65K -17 -0.7%
CAS
286
Coppell Advisory Solutions
Texas
$243K -$67.5K -700 -22%
APWM
287
Argonautica Private Wealth Management
Massachusetts
$231K +$14.6K +151 +7%
HIMC
288
Heritage Investors Management Corp
Maryland
$231K – – –
FBT
289
First Bankers Trust
Kentucky
$230K – – –
BBVA
290
Banco Bilbao Vizcaya Argentaria
Spain
$229K +$12.3K +127 +6%
NMIMC
291
Northwestern Mutual Investment Management Company
Wisconsin
$224K +$1.16K +12 +0.5%
T
292
TRUADVICE
Florida
$223K -$22.2K -216 -9%
LWP
293
Lumature Wealth Partners
Georgia
$222K +$194 +2 +0.1%
API
294
Advisor Partners II
California
$219K +$7.45K +77 +4%
NA
295
NewEdge Advisors
Louisiana
$217K +$5.13K +53 +2%
PIA
296
Powell Investment Advisors
Florida
$214K – – –
GCP
297
GSA Capital Partners
United Kingdom
$210K -$126K -1,296 -37%
Corient Private Wealth
298
Corient Private Wealth
Florida
$209K -$103K -1,067 -33%
LI
299
Lafayette Investments
Maryland
$208K – – –
SFA
300
Sequoia Financial Advisors
Ohio
$201K +$201K +2,078 New
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12
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