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Federal Realty Investment Trust
FRT

Overview Fund Activity

387 hedge funds and large institutions have $6.97B invested in Federal Realty Investment Trust in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-12
Holders Change %
-3.01%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
43
Increased
157
Reduced
126
Closed
50
Calls
$12.4M
Puts
$5.61M
Net Calls
+$6.83M
Net Calls Change
+$5.81M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$528M
2
State Street
State Street
Massachusetts
$875M
3
Invesco
Invesco
Georgia
$204M
4
RC
Resolution Capital
Australia
$294M
5
RIM
Rush Island Management
New York
$75.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.05M
2
BC
Brookfield Corp
Ontario, Canada
$31.6M
3
CIM
Centersquare Investment Management
Pennsylvania
$5.11M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
5
Renaissance Technologies
Renaissance Technologies
New York
$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
301
Ellevest Inc
New York
$96K +$7.59K +84 +9%
SOW
302
State of Wyoming
Wyoming
$94K +$83.9K +933 +833%
WT
303
Whittier Trust
California
$90K – – –
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$90K +$3.95K +44 +5%
CHA
305
Carmichael Hill & Associates
Maryland
$76K +$32.3K +360 +74%
EIP
306
Ellis Investment Partners
Pennsylvania
$75K +$810 +9 +1%
QCG
307
Quadrant Capital Group
Ohio
$72K -$10.8K -120 -13%
S
308
SignatureFD
Georgia
$72K -$3.54K -39 -5%
MIFH
309
Migdal Insurance & Financial Holdings
Israel
$66K -$84.5K -945 -56%
Lazard Asset Management
310
Lazard Asset Management
New York
$61K – – –
BFEC
311
Benjamin F. Edwards & Company
Missouri
$52K +$15.9K +175 +44%
WFA
312
Wipfli Financial Advisors
Wisconsin
$49K +$49K +534 New
NIC
313
Northwest Investment Counselors
Oregon
$45K – – –
SIM
314
Sentry Investment Management
Wisconsin
$42K – – –
TFA
315
Toth Financial Advisory
Virginia
$41K -$6.6K -74 -14%
BBHC
316
Brown Brothers Harriman & Co
New York
$39K +$6.32K +70 +19%
SWM
317
Sugarloaf Wealth Management
Georgia
$36K +$364 +4 +1%
HNB
318
Huntington National Bank
Ohio
$35K +$5.08K +56 +17%
CAL
319
Capital Analysts LLC
Pennsylvania
$34K +$274 +3 +0.8%
BWP
320
Baldwin Wealth Partners
Massachusetts
$32K – – –
AIM
321
Anchor Investment Management
South Carolina
$30.8K +$6.49K +72 +27%
DCM
322
Dupont Capital Management
Delaware
$29K -$8.68K -97 -23%
BCWM
323
Bartlett & Co Wealth Management
Ohio
$27.4K – – –
BC
324
Bartlett & Co
Ohio
$27K – – –
NFSG
325
Newbridge Financial Services Group
Florida
$27K +$27K +300 New
11 12
13
14 15