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Federal Realty Investment Trust

396 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 122 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+13
Holders Change %
+3.39%
% of All Funds
6.91%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
60
Increased
145
Reduced
122
Closed
44
Calls
$16.2M
Puts
$15.6M
Net Calls
+$589K
Net Calls Change
+$3.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
326
Lazard Asset Management
New York
$46K +$46K +400 New
SWM
327
Sugarloaf Wealth Management
Georgia
$45K -$11.2K -95 -20%
Bessemer Group
328
Bessemer Group
New Jersey
$44K +$1.64K +14 +4%
AIL
329
AGF Investments LLC
Ontario, Canada
$40K +$40K +342 New
CWP
330
Concord Wealth Partners
Virginia
$37K
BCWM
331
Bartlett & Co Wealth Management
Ohio
$35.5K -$17.7K -150 -33%
BC
332
Bartlett & Co
Ohio
$35K -$17.5K -150 -33%
HI
333
Harbour Investments
Wisconsin
$35K +$4.17K +36 +14%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$32K
AIM
335
Anchor Investment Management
South Carolina
$31.6K
MRCM
336
M&R Capital Management
New Jersey
$31K
BFA
337
Brendel Financial Advisors
New Hampshire
$31K +$31K +264 New
GAM
338
Gemmer Asset Management
California
$29K +$29K +250 New
MA
339
Montag & Associates
Georgia
$28K
PA
340
Parallel Advisors
California
$27K +$4.64K +40 +21%
PFBT
341
Parkside Financial Bank & Trust
Missouri
$25K
TIM
342
Tortoise Investment Management
New York
$24K +$24K +204 New
GWM
343
Geneos Wealth Management
Colorado
$23K -$1.38K -12 -6%
COCM
344
Charter Oak Capital Management
New Hampshire
$19K
ST
345
Smithfield Trust
Pennsylvania
$18K
FA
346
Fortis Advisors
Pennsylvania
$18K +$18K +150 New
GWS
347
Glassman Wealth Services
Virginia
$17K +$1.05K +9 +7%
CFD
348
Creative Financial Designs
Indiana
$16K -$4.03K -34 -20%
APA
349
American Portfolios Advisors
New York
$15.9K
FA
350
Financial Advantage
Maryland
$14K