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Federal Realty Investment Trust
FRT

Overview Fund Activity

343 hedge funds and large institutions have $9.99B invested in Federal Realty Investment Trust in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 143 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+11
Holders Change %
+3.31%
% of All Funds
9.01%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
36
Increased
143
Reduced
102
Closed
21
Calls
$1.36M
Puts
$775K
Net Calls
+$584K
Net Calls Change
-$84K

Top Buyers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
$260M
2
EVM
Eaton Vance Management
Massachusetts
$138M
3
Cohen & Steers
Cohen & Steers
New York
$228M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.48B
5
BFA
BlackRock Fund Advisors
California
$538M

Top Sellers

1
Invesco
Invesco
Georgia
$469M
2
HRES
Heitman Real Estate Securities
Illinois
$33.4M
3
CWAM
Columbia Wanger Asset Management
Illinois
$55.9M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
AAMU
APG Asset Management US
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMT
301
Amica Retiree Medical Trust
Rhode Island
$105K – – –
CPIG
302
Chicago Partners Investment Group
Illinois
$102K – – –
Nuveen Asset Management
303
Nuveen Asset Management
Illinois
$97.5K +$15K +102,856 +18%
DAM
304
Delta Asset Management
Tennessee
$85K – – –
CAL
305
Capital Analysts LLC
Pennsylvania
$81.2K +$1.02K +7 +1%
MA
306
MUFG Americas
New York
$73K – – –
BC
307
Bartlett & Co
Ohio
$66K – – –
Creative Planning
308
Creative Planning
Kansas
$66K +$33K +225 +100%
HNB
309
Huntington National Bank
Ohio
$65K +$7.78K +53 +14%
CBOA
310
Commonwealth Bank of Australia
Australia
$62K -$18.6M -127,314 -100%
EWM
311
Evercore Wealth Management
New York
$44K – – –
QCG
312
Quadrant Capital Group
Ohio
$38K +$31.6K +243 +496%
AIM
313
Advantage Investment Management
Iowa
$37K – – –
FCCM
314
First City Capital Management
Georgia
$36.5K – – –
GWM
315
Gupta Wealth Management
California
$35K – – –
FHA
316
First Horizon Advisors
Tennessee
$30K -$22K -152 -42%
Axa
317
Axa
France
$28K -$1.53M -10,469 -98%
VFA
318
Virtus Fund Advisers
Connecticut
$27K +$3.03K +21 +13%
WTB
319
Washington Trust Bank
Washington
$26K – – –
IWM
320
Integrated Wealth Management
California
$26K – – –
MFS
321
MSI Financial Services
Massachusetts
$25K +$24.3K +169 +3,380%
RFWA
322
RPg Family Wealth Advisory
Massachusetts
$21.3K +$21.3K +146 New
GWS
323
Glassman Wealth Services
Virginia
$20K – – –
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$20K +$14.8K +100 +286%
S
325
SignatureFD
Georgia
$19K +$1.19K +8 +7%
11 12
13
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