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Federal Realty Investment Trust

432 hedge funds and large institutions have $7.65B invested in Federal Realty Investment Trust in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 185 increasing their positions, 125 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
185
Reduced
125
Closed
36
Calls
$8.12M
Puts
$10.9M
Net Calls
-$2.73M
Net Calls Change
-$4.44M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
326
IFP Advisors
Florida
$119K -$223K -1,631 -65%
HI
327
Horizon Investments
North Carolina
$119K +$119K +1,202 New
CMBA
328
C.M. Bidwell & Associates
Hawaii
$118K +$118K +1,194 New
JGIA
329
Jackson Grant Investment Advisers
Connecticut
$118K
CHA
330
Carmichael Hill & Associates
Maryland
$117K +$33K +334 +39%
SS
331
Sunbelt Securities
Texas
$114K +$114K +1,191 New
WT
332
Whittier Trust
California
$98.8K -$87K -880 -47%
Lazard Asset Management
333
Lazard Asset Management
New York
$87K +$19.2K +195 +28%
EI
334
Ellevest Inc
New York
$86.6K -$9.29K -94 -10%
QCG
335
Quadrant Capital Group
Ohio
$81.9K +$4.15K +42 +5%
S
336
SignatureFD
Georgia
$81K +$14.7K +149 +22%
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$69K +$5.5K +56 +9%
GRP
338
Global Retirement Partners
California
$68.7K +$63K +655 +1,092%
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$65.7K
Bessemer Group
340
Bessemer Group
New Jersey
$61K -$33K -333 -35%
DAM
341
Delta Asset Management
Tennessee
$51.9K
NIC
342
Northwest Investment Counselors
Oregon
$49.4K
AT
343
Avalon Trust
New Mexico
$49.4K +$49.4K +500 New
Capstone Investment Advisors
344
Capstone Investment Advisors
New York
$49.2K +$49.2K +498 New
SIM
345
Sentry Investment Management
Wisconsin
$48K +$48K +482 New
AWM
346
Avior Wealth Management
Nebraska
$41.7K +$41.7K +422 New
SWM
347
Sugarloaf Wealth Management
Georgia
$40K +$297 +3 +0.7%
FFA
348
Farther Finance Advisors
California
$38.5K -$5.63K -57 -13%
EWA
349
EverSource Wealth Advisors
Alabama
$38.5K
HNB
350
Huntington National Bank
Ohio
$34.5K -$890 -9 -3%