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Federal Realty Investment Trust
FRT

Overview Fund Activity

413 hedge funds and large institutions have $7.63B invested in Federal Realty Investment Trust in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-19
Holders Change %
-4.4%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
176
Reduced
128
Closed
48
Calls
$9.31M
Puts
$12.3M
Net Calls
-$2.96M
Net Calls Change
-$228K

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$61.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$407M
3
BlackRock
BlackRock
New York
$783M
4
CCMG
Clark Capital Management Group
Pennsylvania
$64.9M
5
State Street
State Street
Massachusetts
$943M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$694K
2
WCP
Waterfront Capital Partners
New York
$0
3
SO
STRS Ohio
Ohio
$7.41M
4
Bank of America
Bank of America
North Carolina
$11.2M
5
GA
GRS Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWM
301
Financial Network Wealth Management
Utah
$201K +$201K +2,000 New
Walleye Trading
302
Walleye Trading
New York
$200K -$215K -2,219 -52%
EGM
303
Engineers Gate Manager
New York
$200K -$77.5K -801 -28%
MAM
304
Meeder Asset Management
Ohio
$177K – – –
OPTFSNA
305
Old Point Trust & Financial Services N A
Virginia
$156K +$156K +1,616 New
SS
306
Sunbelt Securities
Texas
$155K +$39.9K +412 +35%
TCOV
307
Trust Company of Vermont
Vermont
$126K – – –
HI
308
Horizon Investments
North Carolina
$124K +$7.94K +82 +7%
AF
309
Allworth Financial
California
$116K -$1.55K -16 -1%
JGIA
310
Jackson Grant Investment Advisers
Connecticut
$115K – – –
CMBA
311
C.M. Bidwell & Associates
Hawaii
$112K -$3.48K -36 -3%
BFEC
312
Benjamin F. Edwards & Company
Missouri
$108K -$36K -373 -25%
CHA
313
Carmichael Hill & Associates
Maryland
$103K -$11.6K -120 -10%
WT
314
Whittier Trust
California
$96.8K – – –
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$89K -$43.6K -449 -33%
Federated Hermes
316
Federated Hermes
Pennsylvania
$87.4K +$64K +661 +273%
Lazard Asset Management
317
Lazard Asset Management
New York
$85K -$387 -4 -0.5%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$78.3K +$48.9K +500 +167%
BC
319
Bartlett & Co
Ohio
$78K +$48.8K +500 +167%
CI Investments Inc
320
CI Investments Inc
Ontario, Canada
$75K +$7.07K +73 +10%
GRP
321
Global Retirement Partners
California
$73.4K +$4.26K +44 +6%
QCG
322
Quadrant Capital Group
Ohio
$69.2K -$11K -114 -14%
MIFH
323
Migdal Insurance & Financial Holdings
Israel
$66K -$55.2K -572 -46%
Bessemer Group
324
Bessemer Group
New Jersey
$65K +$4.79K +49 +8%
CSPIA
325
Cary Street Partners Investment Advisory
Virginia
$64.4K – – –
11 12
13
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