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Federal Realty Investment Trust
FRT

Overview Fund Activity

383 hedge funds and large institutions have $7.48B invested in Federal Realty Investment Trust in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 119 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+6
Holders Change %
+1.59%
% of All Funds
6.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
60
Increased
143
Reduced
119
Closed
51
Calls
$17.7M
Puts
$20.9M
Net Calls
-$3.21M
Net Calls Change
+$9.62M

Top Buyers

1
RC
Resolution Capital
Australia
+$186M
2
CIM
Centersquare Investment Management
Pennsylvania
+$93.2M
3
Cohen & Steers
Cohen & Steers
New York
+$63.2M
4
BC
Brookfield Corp
Ontario, Canada
+$45.1M
5
HRES
Heitman Real Estate Securities
Illinois
+$35.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$60.2M
2
PP
Prudential plc
United Kingdom
-$57.6M
3
Morgan Stanley
Morgan Stanley
New York
-$37.2M
4
State Street
State Street
Massachusetts
-$26.5M
5
CGM
Capital Growth Management
Massachusetts
-$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
301
CSat Investment Advisory
Michigan
$99K -$6.78K -67 -6%
EFSCE
302
Enterprise Financial Services Corp (EFSC)
Missouri
$99K – – –
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$96K +$3.87K +38 +4%
S
304
SignatureFD
Georgia
$92K +$47K +461 +104%
QCG
305
Quadrant Capital Group
Ohio
$82K +$6.56K +65 +9%
Twin Tree Management
306
Twin Tree Management
Texas
$82K +$10.3K +102 +14%
EIP
307
Ellis Investment Partners
Pennsylvania
$81K +$917 +9 +1%
PHK
308
Point72 Hong Kong
Hong Kong
$80K -$527K -5,173 -87%
TFA
309
Toth Financial Advisory
Virginia
$76K +$53.4K +527 +236%
CAM
310
CenterStar Asset Management
Illinois
$70K – – –
Fidelity Investments
311
Fidelity Investments
Massachusetts
$68K -$5.99K -59 -8%
RWB
312
RMR Wealth Builders
New Jersey
$61K +$61K +604 New
DAM
313
Delta Asset Management
Tennessee
$59K – – –
IAIM
314
International Assets Investment Management
Florida
$59K – – –
IA
315
IFP Advisors
Florida
$53K +$1.33K +13 +3%
Acadian Asset Management
316
Acadian Asset Management
Massachusetts
$52K +$52K +512 New
NIC
317
Northwest Investment Counselors
Oregon
$51K +$51K +500 New
CHA
318
Carmichael Hill & Associates
Maryland
$49K – – –
BCWM
319
Bartlett & Co Wealth Management
Ohio
$46.1K – – –
BC
320
Bartlett & Co
Ohio
$46K – – –
NICM
321
Neo Ivy Capital Management
New York
$43K +$9.84K +97 +30%
BCA
322
Berman Capital Advisors
Georgia
$38K -$7.38K -73 -16%
Bessemer Group
323
Bessemer Group
New Jersey
$37K +$28.3K +277 +326%
Federated Hermes
324
Federated Hermes
Pennsylvania
$36K -$55.5K -550 -61%
CWP
325
Concord Wealth Partners
Virginia
$32K -$51.3K -500 -62%
11 12
13
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