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Federal Realty Investment Trust
FRT

Overview Fund Activity

368 hedge funds and large institutions have $8.78B invested in Federal Realty Investment Trust in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 127 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+8
Holders Change %
+2.22%
% of All Funds
9.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
38
Increased
127
Reduced
127
Closed
25
Calls
$3.65M
Puts
$15.4M
Net Calls
-$11.8M
Net Calls Change
-$11.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$128M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$51.8M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$39.6M
4
HRES
Heitman Real Estate Securities
Illinois
+$39.3M
5
RC
Resolution Capital
Australia
+$31.6M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$114M
2
Invesco
Invesco
Georgia
-$85.2M
3
LIMS
Lasalle Investment Management Securities
Maryland
-$42.4M
4
Millennium Management
Millennium Management
New York
-$31M
5
American Century Companies
American Century Companies
Missouri
-$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
301
Alpha Omega Wealth Management
Virginia
$209K – – –
NWP
302
Northstar Wealth Partners
Connecticut
$209K – – –
MF
303
Magnetar Financial
Illinois
$207K +$207K +1,670 New
AP
304
Advisor Partners
California
$203K +$203K +1,633 New
NFA
305
Nuveen Fund Advisors
Illinois
$201K -$307K -2,475 -60%
AG
306
Advisor Group
Arizona
$196K +$25K +202 +15%
VIA
307
Virtus Investment Advisers
Connecticut
$193K -$25.2K -203 -12%
DZ Bank
308
DZ Bank
Germany
$190K – – –
IA
309
IFP Advisors
Florida
$187K +$1.87K +15 +1%
LTFS
310
Ladenburg Thalmann Financial Services
Florida
$181K -$160K -1,278 -47%
LS
311
Livforsakringsbolaget Skandia
Sweden
$165K – – –
TCOV
312
Trust Company of Vermont
Vermont
$161K – – –
BWA
313
Burt Wealth Advisors
Maryland
$149K -$151K -1,198 Closed
Victory Capital Management
314
Victory Capital Management
Texas
$148K -$6.33K -51 -4%
AC
315
Alexandria Capital
Virginia
$148K – – –
JGIA
316
Jackson Grant Investment Advisers
Connecticut
$138K +$138K +1,110 New
EFSCE
317
Enterprise Financial Services Corp (EFSC)
Missouri
$130K – – –
RIM
318
Rampart Investment Management
Connecticut
$125K +$21.4K +172 +21%
EWM
319
Edge Wealth Management
New York
$99K – – –
WAM
320
Wealthspire Advisors (Maryland)
Maryland
$97K +$6.08K +49 +7%
CPIG
321
Chicago Partners Investment Group
Illinois
$87K +$87K +700 New
CAL
322
Capital Analysts LLC
Pennsylvania
$78K +$496 +4 +0.6%
DAM
323
Delta Asset Management
Tennessee
$72K – – –
MRCM
324
M&R Capital Management
New Jersey
$70K – – –
SLF
325
Sun Life Financial
Ontario, Canada
$66K +$496 +4 +0.8%
11 12
13
14 15