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Federal Realty Investment Trust
FRT

Overview Fund Activity

399 hedge funds and large institutions have $7.18B invested in Federal Realty Investment Trust in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 131 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
6.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
66
Increased
142
Reduced
131
Closed
56
Calls
$6.43M
Puts
$5.4M
Net Calls
+$1.02M
Net Calls Change
-$1.4M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$77.8M
2
State Street
State Street
Massachusetts
+$62.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$35.5M
4
CIM
Centersquare Investment Management
Pennsylvania
+$32.5M
5
Morgan Stanley
Morgan Stanley
New York
+$24.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$53M
2
N
Natixis
France
-$48.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$44.3M
4
ACM
AEW Capital Management
Massachusetts
-$40M
5
Prudential Financial
Prudential Financial
New Jersey
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
301
Prospera Financial Services
Texas
$164K -$8.23K -86 -5%
MIFH
302
Migdal Insurance & Financial Holdings
Israel
$161K +$85K +889 +112%
Acadian Asset Management
303
Acadian Asset Management
Massachusetts
$150K +$150K +1,562 New
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$148K +$49.4K +516 +50%
TCOV
305
Trust Company of Vermont
Vermont
$124K +$124K +1,300 New
JGIA
306
Jackson Grant Investment Advisers
Connecticut
$114K – – –
Bessemer Group
307
Bessemer Group
New Jersey
$102K – – –
WT
308
Whittier Trust
California
$96K – – –
EI
309
Ellevest Inc
New York
$94K -$74.2K -772 -44%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$92K +$54.6K +569 +146%
QCG
311
Quadrant Capital Group
Ohio
$88K -$5.64K -59 -6%
S
312
SignatureFD
Georgia
$80K -$7.5K -78 -9%
EIP
313
Ellis Investment Partners
Pennsylvania
$78K +$663 +7 +0.9%
Lazard Asset Management
314
Lazard Asset Management
New York
$65K -$37.9K -401 -37%
UAML
315
US Asset Management LLC
Pennsylvania
$57K – – –
TFA
316
Toth Financial Advisory
Virginia
$51K +$191 +2 +0.4%
Simplex Trading
317
Simplex Trading
Illinois
$50K +$50K +530 New
NIC
318
Northwest Investment Counselors
Oregon
$48K – – –
CHA
319
Carmichael Hill & Associates
Maryland
$47K – – –
SWM
320
SeaCrest Wealth Management
New York
$46K +$46K +482 New
SIM
321
Sentry Investment Management
Wisconsin
$45K -$8.75K -91 -16%
DCM
322
Dupont Capital Management
Delaware
$40K -$987K -10,391 -96%
Group One Trading
323
Group One Trading
Illinois
$39K – – –
BFEC
324
Benjamin F. Edwards & Company
Missouri
$38K +$38K +397 New
SWM
325
Sugarloaf Wealth Management
Georgia
$37K +$378 +4 +1%
11 12
13
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