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Federal Realty Investment Trust
FRT

Overview Fund Activity

409 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 159 increasing their positions, 123 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+13
Holders Change %
+3.28%
% of All Funds
7.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
159
Reduced
123
Closed
25
Calls
$12.4M
Puts
$12.7M
Net Calls
-$270K
Net Calls Change
-$859K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$117M
2
Prudential Financial
Prudential Financial
New Jersey
+$36.6M
3
WCP
Waterfront Capital Partners
New York
+$28M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$27.8M
5
Cohen & Steers
Cohen & Steers
New York
+$25.5M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$226M
2
State Street
State Street
Massachusetts
-$59.1M
3
JG
Jefferies Group
New York
-$50.1M
4
RC
Resolution Capital
Australia
-$24.5M
5
CIM
Centersquare Investment Management
Pennsylvania
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Twin Tree Management
326
Twin Tree Management
Texas
$72K +$72K +613 New
UAML
327
US Asset Management LLC
Pennsylvania
$71K +$71K +599 New
Group One Trading
328
Group One Trading
Illinois
$71K +$71K +604 New
AWA
329
Arkadios Wealth Advisors
Georgia
$64K +$5.94K +51 +10%
BCA
330
Berman Capital Advisors
Georgia
$63K +$12.9K +110 +26%
DAM
331
Delta Asset Management
Tennessee
$62K – – –
Lazard Asset Management
332
Lazard Asset Management
New York
$61K +$14.5K +125 +31%
EBA
333
Eagle Bay Advisors
New York
$59K – – –
CHA
334
Carmichael Hill & Associates
Maryland
$57K – – –
PA
335
Parallel Advisors
California
$55K +$27.4K +232 +100%
PA
336
PSI Advisors
Florida
$55K +$55K +470 New
Bessemer Group
337
Bessemer Group
New Jersey
$49K +$5.24K +45 +12%
HI
338
Harbour Investments
Wisconsin
$48K +$12.6K +107 +35%
SWM
339
Sugarloaf Wealth Management
Georgia
$45K +$351 +3 +0.8%
SOW
340
State of Wyoming
Wyoming
$38K +$38K +326 New
CWP
341
Concord Wealth Partners
Virginia
$37K – – –
Federated Hermes
342
Federated Hermes
Pennsylvania
$37K +$37K +315 New
BCWM
343
Bartlett & Co Wealth Management
Ohio
$35.7K – – –
AIL
344
AGF Investments LLC
Ontario, Canada
$35K -$4.9K -42 -12%
BC
345
Bartlett & Co
Ohio
$35K – – –
AIM
346
Anchor Investment Management
South Carolina
$31.9K – – –
MRCM
347
M&R Capital Management
New Jersey
$31K – – –
MA
348
Montag & Associates
Georgia
$28K – – –
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$26K +$21.3K +180 +450%
PFBT
350
Parkside Financial Bank & Trust
Missouri
$25K -$1.07K -9 -4%
12 13
14
15 16