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Federal Realty Investment Trust
FRT

Overview Fund Activity

332 hedge funds and large institutions have $9.25B invested in Federal Realty Investment Trust in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 128 increasing their positions, 97 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+14
Holders Change %
+4.4%
% of All Funds
9.28%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.25%
New
30
Increased
128
Reduced
97
Closed
15
Calls
$2.8M
Puts
$2.13M
Net Calls
+$668K
Net Calls Change
+$2.31M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$225M
2
HRES
Heitman Real Estate Securities
Illinois
$106M
3
American Century Companies
American Century Companies
Missouri
$30.9M
4
DPIM
Duff & Phelps Investment Management
Illinois
$73.1M
5
CBOA
Commonwealth Bank of Australia
Australia
$17.4M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$7.23M
2
Invesco
Invesco
Georgia
$611M
3
JHIU
Janus Henderson Investors US
Colorado
$21.3M
4
ACM
AEW Capital Management
Massachusetts
$165M
5
Morgan Stanley
Morgan Stanley
New York
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
301
Wealthfront
California
$43K +$18.1K +132 +73%
EWM
302
Evercore Wealth Management
New York
$41K -$7.38K -54 -15%
FCCM
303
First City Capital Management
Georgia
$34.1K – – –
AIM
304
Advantage Investment Management
Iowa
$34K – – –
GWM
305
Gupta Wealth Management
California
$32K – – –
Creative Planning
306
Creative Planning
Kansas
$31K +$31K +225 New
WTB
307
Washington Trust Bank
Washington
$24K – – –
IWM
308
Integrated Wealth Management
California
$24K – – –
VFA
309
Virtus Fund Advisers
Connecticut
$23K – – –
BCM
310
Brookstone Capital Management
Illinois
$21K -$556 -4 -3%
TC
311
Trust Company
Kansas
$20K – – –
PSI
312
Pinnacle Summer Investments
Virginia
$20K +$20K +150 New
GWS
313
Glassman Wealth Services
Virginia
$19K – – –
PCM
314
Prelude Capital Management
New York
$18K +$18K +130 New
FA
315
Financial Advantage
Maryland
$17K – – –
S
316
SignatureFD
Georgia
$16K +$1.07K +8 +7%
NSIM
317
North Star Investment Management
Illinois
$16K +$1.88K +14 +13%
MMG
318
Monetary Management Group
Missouri
$14K – – –
Manulife (Manufacturers Life Insurance)
319
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.5K -$217 -1,590 -2%
AA
320
ALPS Advisors
Colorado
$11.9K +$82 +60 +0.7%
ZB
321
Zions Bancorporation
Utah
$9K +$9K +62 New
GXMC
322
Global X Management Company
New York
$6K +$638 +5 +12%
CAW
323
Cornerstone Advisors (Washington)
Washington
$5K – – –
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$5K +$5K +35 New
QCG
325
Quadrant Capital Group
Ohio
$5K +$5K +49 New
10 11 12
13
14