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Federal Realty Investment Trust
FRT

Overview Fund Activity

412 hedge funds and large institutions have $7.13B invested in Federal Realty Investment Trust in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
45
Increased
157
Reduced
136
Closed
42
Calls
$10.8M
Puts
$4.47M
Net Calls
+$6.36M
Net Calls Change
+$9.32M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$80.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$428M
3
PI
PGGM Investments
Netherlands
$54.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$84.1M
5
Millennium Management
Millennium Management
New York
$18.6M

Top Sellers

1
State Street
State Street
Massachusetts
$620M
2
RC
Resolution Capital
Australia
$264M
3
BlackRock
BlackRock
New York
$720M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.14B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
301
Jeppson Wealth Management
California
$220K +$220K +2,431 New
BBVA
302
Banco Bilbao Vizcaya Argentaria
Spain
$218K +$3K +33 +1%
TSS
303
Two Sigma Securities
New York
$216K +$216K +2,387 New
HIMC
304
Heritage Investors Management Corp
Maryland
$216K – – –
FBT
305
First Bankers Trust
Kentucky
$215K – – –
CNFG
306
Creegan & Nassoura Financial Group
New Hampshire
$212K +$212K +2,340 New
NMIMC
307
Northwestern Mutual Investment Management Company
Wisconsin
$210K +$272 +3 +0.1%
PI
308
PEAK6 Investments
Illinois
$205K +$196K +2,164 +2,122%
NA
309
NewEdge Advisors
Louisiana
$204K +$181 +2 +0.1%
PIA
310
Powell Investment Advisors
Florida
$200K – – –
VSQM
311
V-Square Quantitative Management
Illinois
$197K +$179K +1,976 +973%
MAM
312
Meeder Asset Management
Ohio
$166K – – –
Federated Hermes
313
Federated Hermes
Pennsylvania
$150K +$68.1K +751 +83%
SS
314
Sunbelt Securities
Texas
$146K +$1.09K +12 +0.7%
TCOV
315
Trust Company of Vermont
Vermont
$118K – – –
HI
316
Horizon Investments
North Carolina
$118K +$1.27K +14 +1%
AF
317
Allworth Financial
California
$110K +$725 +8 +0.7%
JGIA
318
Jackson Grant Investment Advisers
Connecticut
$108K – – –
KBC Group
319
KBC Group
Belgium
$106K +$106K +1,169 New
CMBA
320
C.M. Bidwell & Associates
Hawaii
$104K -$725 -8 -0.7%
CHA
321
Carmichael Hill & Associates
Maryland
$96.2K – – –
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$95K +$12.4K +137 +15%
Lazard Asset Management
323
Lazard Asset Management
New York
$91K +$11.5K +127 +14%
WT
324
Whittier Trust
California
$90.6K – – –
CFD
325
Creative Financial Designs
Indiana
$86.4K +$86.4K +953 New
11 12
13
14 15