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Federal Realty Investment Trust
FRT

Overview Fund Activity

445 hedge funds and large institutions have $8.11B invested in Federal Realty Investment Trust in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 157 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
171
Reduced
157
Closed
43
Calls
$17.1M
Puts
$7.02M
Net Calls
+$10.1M
Net Calls Change
+$2.24M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$518M
2
RIM
Rush Island Management
New York
$132M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$194M
4
RC
Resolution Capital
Australia
$363M
5
WCP
Waterfront Capital Partners
New York
$47M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.13M
2
Morgan Stanley
Morgan Stanley
New York
$91M
3
State Street
State Street
Massachusetts
$658M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$476K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
276
Equitable Holdings
New York
$356K -$56K -548 -14%
Corient Private Wealth
277
Corient Private Wealth
Florida
$355K +$103K +1,006 +41%
MC
278
Machina Capital
France
$344K +$48.1K +471 +16%
Cerity Partners
279
Cerity Partners
New York
$343K +$343K +3,354 New
MIM
280
Morningstar Investment Management
Illinois
$333K – – –
CAMG
281
CWA Asset Management Group
Florida
$329K +$68.6K +672 +26%
Thrivent Financial for Lutherans
282
Thrivent Financial for Lutherans
Minnesota
$320K -$6.03K -59 -2%
Aviva
283
Aviva
United Kingdom
$317K -$715 -7 -0.2%
IA
284
IFP Advisors
Florida
$315K -$54.5K -534 -15%
FG
285
Fiduciary Group
Georgia
$314K – – –
SPIS
286
Steward Partners Investment Solutions
Oregon
$308K +$308K +3,012 New
SAM
287
Strategy Asset Managers
California
$306K +$16.7K +164 +6%
BBA
288
BLB&B Advisors
Pennsylvania
$306K -$95.7K -937 -24%
Mariner
289
Mariner
Kansas
$300K -$228K -2,236 -43%
KIA
290
KCM Investment Advisors
California
$294K -$2.04K -20 -0.7%
MWM
291
Modera Wealth Management
New Jersey
$290K +$12.8K +125 +5%
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
$288K -$78.3K -767 -21%
BBVA
293
Banco Bilbao Vizcaya Argentaria
Spain
$277K +$25.6K +251 +10%
US Bancorp
294
US Bancorp
Minnesota
$277K -$99.9K -978 -27%
MIM
295
Montgomery Investment Management
Maryland
$269K -$271K -2,650 -50%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$266K -$38.7K -379 -13%
CC
297
Cipher Capital
New York
$264K +$60.9K +596 +30%
PAM
298
Panagora Asset Management
Massachusetts
$259K – – –
AWM
299
Apollon Wealth Management
South Carolina
$255K -$80.2K -785 -24%
KeyBank National Association
300
KeyBank National Association
Ohio
$253K +$715 +7 +0.3%
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