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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 %
Aviva
276
Aviva
United Kingdom
$283K -$1.18K -13 -0.4%
RWM
277
Revisor Wealth Management
Ohio
$282K +$44.6K +492 +19%
KI
278
Kapitalo Investimentos
Brazil
$281K +$281K +3,102 New
FG
279
Fiduciary Group
Georgia
$279K – – –
JPMPWA
280
J.P. Morgan Private Wealth Advisors
California
$277K -$12.2K -135 -4%
Corient Private Wealth
281
Corient Private Wealth
Florida
$276K +$80.1K +884 +41%
SAM
282
Strategy Asset Managers
California
$270K +$3.35K +37 +1%
KIA
283
KCM Investment Advisors
California
$269K -$24.5K -270 -8%
I
284
InceptionR
California
$268K +$268K +2,960 New
HPG
285
Harvest Portfolios Group
Ontario, Canada
$267K -$13.1K -144 -5%
IF
286
Intrua Financial
Texas
$264K -$31.6K -349 -11%
AWM
287
AE Wealth Management
Kansas
$256K -$78.9K -870 -24%
CAS
288
Coppell Advisory Solutions
Texas
$254K -$404 -4 -0.2%
RCM
289
RB Capital Management
Nevada
$252K +$1.36K +15 +0.5%
CA
290
Cetera Advisors
Colorado
$245K +$13.1K +145 +6%
MWM
291
Modera Wealth Management
New Jersey
$240K +$6.98K +77 +3%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$239K +$239K +2,640 New
Mitsubishi UFJ Trust & Banking
293
Mitsubishi UFJ Trust & Banking
Japan
$234K -$15K -166 -6%
KRSITF
294
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$234K -$4.62K -51 -2%
KFS
295
Kaizen Financial Strategies
California
$234K +$2.27K +25 +1%
SSW
296
Smith Shellnut Wilson
Mississippi
$233K – – –
PAM
297
Panagora Asset Management
Massachusetts
$229K – – –
KeyBank National Association
298
KeyBank National Association
Ohio
$229K +$272 +3 +0.1%
VAS
299
Vestmark Advisory Solutions
Massachusetts
$228K -$994K -10,972 -81%
API
300
Advisor Partners II
California
$223K +$18.3K +202 +9%
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12
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