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Federal Realty Investment Trust
FRT

Overview Fund Activity

445 hedge funds and large institutions have $8.11B invested in Federal Realty Investment Trust in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 157 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
171
Reduced
157
Closed
43
Calls
$17.1M
Puts
$7.02M
Net Calls
+$10.1M
Net Calls Change
+$2.24M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$518M
2
RIM
Rush Island Management
New York
$132M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$194M
4
RC
Resolution Capital
Australia
$363M
5
WCP
Waterfront Capital Partners
New York
$47M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.13M
2
Morgan Stanley
Morgan Stanley
New York
$91M
3
State Street
State Street
Massachusetts
$658M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$476K
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
301
Tidal Investments
Wisconsin
$252K +$252K +2,468 New
KI
302
Kapitalo Investimentos
Brazil
$248K +$33.4K +327 +16%
KRSITF
303
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$248K -$19.7K -193 -7%
HIMC
304
Heritage Investors Management Corp
Maryland
$243K – – –
NMIMC
305
Northwestern Mutual Investment Management Company
Wisconsin
$238K +$511 +5 +0.2%
PAG
306
Private Advisor Group
New Jersey
$233K -$30.5K -299 -12%
GAM
307
Gotham Asset Management
New York
$232K -$33.4K -327 -13%
SSW
308
Smith Shellnut Wilson
Mississippi
$232K – – –
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$231K +$231K +2,258 New
IGAM
310
iA Global Asset Management
Quebec, Canada
$227K +$37K +362 +19%
PIA
311
Powell Investment Advisors
Florida
$225K – – –
VSQM
312
V-Square Quantitative Management
Illinois
$223K – – –
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$222K -$10.1K -99 -4%
Los Angeles Capital Management
314
Los Angeles Capital Management
California
$221K +$221K +2,167 New
LI
315
Lafayette Investments
Maryland
$220K – – –
KFS
316
Kaizen Financial Strategies
California
$215K +$2.25K +22 +1%
Baird Financial Group
317
Baird Financial Group
Wisconsin
$213K -$36.8K -360 -15%
LNWWM
318
Laird Norton Wetherby Wealth Management
California
$213K +$213K +2,087 New
RCM
319
RB Capital Management
Nevada
$210K -$102 -1 -0%
CB
320
Cadence Bank
Mississippi
$204K – – –
IF
321
Intrua Financial
Texas
$204K -$117K -1,148 -36%
CMBA
322
C.M. Bidwell & Associates
Hawaii
$197K +$79.1K +775 +67%
DekaBank Deutsche Girozentrale
323
DekaBank Deutsche Girozentrale
Germany
$196K +$196K +1,927 New
OPTFSNA
324
Old Point Trust & Financial Services N A
Virginia
$191K +$25.5K +250 +15%
GI
325
GAMMA Investing
California
$188K +$13.3K +130 +8%
11 12
13
14 15