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Federal Realty Investment Trust
FRT

Overview Fund Activity

383 hedge funds and large institutions have $7.48B invested in Federal Realty Investment Trust in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 119 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+6
Holders Change %
+1.59%
% of All Funds
6.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
60
Increased
143
Reduced
119
Closed
51
Calls
$17.7M
Puts
$20.9M
Net Calls
-$3.21M
Net Calls Change
+$9.62M

Top Buyers

1
RC
Resolution Capital
Australia
+$186M
2
CIM
Centersquare Investment Management
Pennsylvania
+$93.2M
3
Cohen & Steers
Cohen & Steers
New York
+$63.2M
4
BC
Brookfield Corp
Ontario, Canada
+$45.1M
5
HRES
Heitman Real Estate Securities
Illinois
+$35.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$60.2M
2
PP
Prudential plc
United Kingdom
-$57.6M
3
Morgan Stanley
Morgan Stanley
New York
-$37.2M
4
State Street
State Street
Massachusetts
-$26.5M
5
CGM
Capital Growth Management
Massachusetts
-$20.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
AIM
327
Anchor Investment Management
South Carolina
$27.4K – – –
MRCM
328
M&R Capital Management
New Jersey
$27K – – –
HI
329
Harbour Investments
Wisconsin
$27K +$27K +266 New
MA
330
Montag & Associates
Georgia
$24K – – –
GWM
331
Geneos Wealth Management
Colorado
$23K +$1.3K +12 +6%
PFBT
332
Parkside Financial Bank & Trust
Missouri
$22K +$2.9K +29 +15%
PA
333
Parallel Advisors
California
$20K +$3.94K +38 +25%
PCM
334
Penserra Capital Management
California
$18K +$2.56K +26 +17%
AWA
335
Arkadios Wealth Advisors
Georgia
$18K +$18K +179 New
CFD
336
Creative Financial Designs
Indiana
$17K -$63.2K -628 -79%
COCM
337
Charter Oak Capital Management
New Hampshire
$17K – – –
ST
338
Smithfield Trust
Pennsylvania
$15K – – –
GWS
339
Glassman Wealth Services
Virginia
$14K – – –
APA
340
American Portfolios Advisors
New York
$13.8K – – –
PCIA
341
Prime Capital Investment Advisors
Kansas
$13K +$9.42K +92 +263%
FA
342
Financial Advantage
Maryland
$12K – – –
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$11K +$3.43K +33 +45%
LC
344
Lindbrook Capital
California
$11K +$4.52K +44 +70%
VNA
345
Valley National Advisers
Pennsylvania
$10K – – –
ADL
346
Asset Dedication LLC
California
$10K – – –
CWA
347
Clearview Wealth Advisors
Oregon
$10K +$104 +1 +1%
BFC
348
Bedel Financial Consulting
Indiana
$10K +$10K +100 New
BWM
349
BerganKDV Wealth Management
Minnesota
$9K +$98 +1 +1%
CI
350
CX Institutional
Indiana
$9K +$3.54K +33 +65%
12 13
14
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