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Federal Realty Investment Trust
FRT

Overview Fund Activity

448 hedge funds and large institutions have $8.12B invested in Federal Realty Investment Trust in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+36
Holders Change %
+8.74%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
77
Increased
152
Reduced
155
Closed
34
Calls
$14.7M
Puts
$6.79M
Net Calls
+$7.86M
Net Calls Change
+$1.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$119M
2
Morgan Stanley
Morgan Stanley
New York
$196M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$140M
4
Marshall Wace
Marshall Wace
United Kingdom
$29.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$39.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$425M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$41.7M
4
Northern Trust
Northern Trust
Illinois
$77.6M
5
Barclays
Barclays
United Kingdom
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
301
Handelsinvest Investeringsforvaltning
Denmark
$263K +$263K +2,552 New
CAMG
302
CWA Asset Management Group
Florida
$262K +$262K +2,546 New
PAM
303
Panagora Asset Management
Massachusetts
$261K – – –
CIM
304
Cambria Investment Management
California
$255K +$255K +2,478 New
Corient Private Wealth
305
Corient Private Wealth
Florida
$255K -$58.4K -567 -19%
BBVA
306
Banco Bilbao Vizcaya Argentaria
Spain
$254K +$7.02K +68 +3%
KeyBank National Association
307
KeyBank National Association
Ohio
$254K -$6.18K -60 -2%
Baird Financial Group
308
Baird Financial Group
Wisconsin
$252K -$89.6K -869 -26%
HIMC
309
Heritage Investors Management Corp
Maryland
$246K – – –
RWM
310
Revisor Wealth Management
Ohio
$245K -$75.6K -734 -24%
NMIMC
311
Northwestern Mutual Investment Management Company
Wisconsin
$240K +$927 +9 +0.4%
HPG
312
Harvest Portfolios Group
Ontario, Canada
$239K -$64.8K -629 -21%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$235K -$104K -1,005 -31%
SSW
314
Smith Shellnut Wilson
Mississippi
$234K -$30.4K -295 -11%
SWP
315
Stratos Wealth Partners
Ohio
$228K +$228K +2,211 New
GS
316
GTS Securities
New York
$228K +$228K +2,209 New
PIA
317
Powell Investment Advisors
Florida
$227K – – –
VSQM
318
V-Square Quantitative Management
Illinois
$225K – – –
LI
319
Lafayette Investments
Maryland
$222K +$222K +2,150 New
KI
320
Kapitalo Investimentos
Brazil
$216K -$103K -1,002 -32%
I
321
InceptionR
California
$216K -$88.6K -860 -29%
WANY
322
Wealthspire Advisors (New York)
New York
$215K -$351K -3,394 -62%
KFS
323
Kaizen Financial Strategies
California
$215K -$51.1K -496 -19%
Credit Agricole
324
Credit Agricole
France
$214K +$143K +1,388 +201%
RCM
325
RB Capital Management
Nevada
$212K -$74.5K -723 -26%
11 12
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