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Federal Realty Investment Trust
FRT

Overview Fund Activity

405 hedge funds and large institutions have $8.98B invested in Federal Realty Investment Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
9.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
145
Reduced
143
Closed
29
Calls
$9.89M
Puts
$21.5M
Net Calls
-$11.6M
Net Calls Change
-$594K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$99.6M
2
Charles Schwab
Charles Schwab
California
+$22.3M
3
CIM
Centersquare Investment Management
Pennsylvania
+$21.7M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$14.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$13.1M

Top Sellers

1
HRES
Heitman Real Estate Securities
Illinois
-$57M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$31.5M
3
Deutsche Bank
Deutsche Bank
Germany
-$26.6M
4
State Street
State Street
Massachusetts
-$21.6M
5
Morgan Stanley
Morgan Stanley
New York
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
326
Boenning & Scattergood
Pennsylvania
$228K – – –
FDS
327
Freedom Day Solutions
Texas
$226K +$226K +1,791 New
IAA
328
Independent Advisor Alliance
North Carolina
$225K -$68.2K -544 -23%
AIS
329
American Investment Services
Massachusetts
$220K – – –
CI
330
Conning Inc
Connecticut
$216K +$2.53K +20 +1%
QCMC
331
Quantum Capital Management (California)
California
$215K – – –
SCM
332
SOL Capital Management
Maryland
$212K – – –
CAN
333
Cetera Advisor Networks
California
$202K +$202K +1,600 New
Federated Hermes
334
Federated Hermes
Pennsylvania
$190K -$4.93K -39 -3%
AOWM
335
Alpha Omega Wealth Management
Virginia
$176K – – –
JFA
336
JNBA Financial Advisors
Minnesota
$176K +$176K +1,392 New
TCOV
337
Trust Company of Vermont
Vermont
$173K – – –
BWA
338
Burt Wealth Advisors
Maryland
$152K -$152K – –
JGIA
339
Jackson Grant Investment Advisers
Connecticut
$144K +$1.14K +9 +0.8%
FHB
340
First Hawaiian Bank
Hawaii
$139K +$139K +1,098 New
Victory Capital Management
341
Victory Capital Management
Texas
$138K -$2.02K -16 -1%
EFSCE
342
Enterprise Financial Services Corp (EFSC)
Missouri
$133K – – –
PI
343
PineBridge Investments
New York
$124K – – –
IA
344
IFP Advisors
Florida
$112K +$72.2K +573 +181%
RIM
345
Rampart Investment Management
Connecticut
$103K -$247K -8,993 -71%
EWM
346
Edge Wealth Management
New York
$101K – – –
WAM
347
Wealthspire Advisors (Maryland)
Maryland
$96K +$635 +5 +0.7%
CPIG
348
Chicago Partners Investment Group
Illinois
$88K – – –
LS
349
Livforsakringsbolaget Skandia
Sweden
$79K -$62.9K -500 -44%
DAM
350
Delta Asset Management
Tennessee
$73K – – –
12 13
14
15 16