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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 %
GT
276
Glenmede Trust
Pennsylvania
$379K +$21.8K +212 +6%
IA
277
IFP Advisors
Florida
$373K -$51.3K -498 -12%
Mackenzie Financial
278
Mackenzie Financial
Ontario, Canada
$370K -$1.7M -16,526 -82%
BAM
279
Belpointe Asset Management
Nevada
$356K – – –
FCA
280
Fortis Capital Advisors
Kansas
$356K – – –
AWM
281
AE Wealth Management
Kansas
$352K +$60.1K +580 +21%
BCM
282
Bayesian Capital Management
New York
$351K +$351K +3,407 New
AWM
283
Apollon Wealth Management
South Carolina
$338K -$21K -204 -6%
MIM
284
Morningstar Investment Management
Illinois
$336K – – –
Thrivent Financial for Lutherans
285
Thrivent Financial for Lutherans
Minnesota
$329K -$3.1K -30 -0.9%
IF
286
Intrua Financial
Texas
$324K +$23.6K +229 +8%
GCP
287
GSA Capital Partners
United Kingdom
$324K +$324K +3,145 New
Aviva
288
Aviva
United Kingdom
$321K -$1.03K -10 -0.3%
FG
289
Fiduciary Group
Georgia
$317K – – –
Verition Fund Management
290
Verition Fund Management
Connecticut
$312K -$950K -9,222 -75%
TCOV
291
Trust Company of Vermont
Vermont
$311K +$177K +1,717 +132%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$308K +$35.8K +347 +13%
CA
293
Cetera Advisors
Colorado
$306K +$27.4K +266 +10%
MC
294
Machina Capital
France
$299K +$299K +2,902 New
KIA
295
KCM Investment Advisors
California
$298K -$7.11K -69 -2%
SAM
296
Strategy Asset Managers
California
$292K -$14.4K -140 -5%
MWM
297
Modera Wealth Management
New Jersey
$280K +$7.21K +70 +3%
KRSITF
298
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$270K +$3.5K +34 +1%
GAM
299
Gotham Asset Management
New York
$268K +$268K +2,598 New
PAG
300
Private Advisor Group
New Jersey
$265K +$265K +2,576 New
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12
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