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Federal Realty Investment Trust
FRT

Overview Fund Activity

413 hedge funds and large institutions have $7.63B invested in Federal Realty Investment Trust in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-19
Holders Change %
-4.4%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
176
Reduced
128
Closed
48
Calls
$9.31M
Puts
$12.3M
Net Calls
-$2.96M
Net Calls Change
-$228K

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$61.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$407M
3
BlackRock
BlackRock
New York
$783M
4
CCMG
Clark Capital Management Group
Pennsylvania
$64.9M
5
State Street
State Street
Massachusetts
$943M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$694K
2
WCP
Waterfront Capital Partners
New York
$0
3
SO
STRS Ohio
Ohio
$7.41M
4
Bank of America
Bank of America
North Carolina
$11.2M
5
GA
GRS Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
326
SignatureFD
Georgia
$59.9K -$19.4K -201 -25%
Capstone Investment Advisors
327
Capstone Investment Advisors
New York
$53K +$4.84K +50 +10%
DAM
328
Delta Asset Management
Tennessee
$50.8K – – –
DCM
329
Dupont Capital Management
Delaware
$50.1K -$234K -2,418 -82%
EWA
330
EverSource Wealth Advisors
Alabama
$48.8K +$11K +114 +29%
NIC
331
Northwest Investment Counselors
Oregon
$48.4K – – –
AT
332
Avalon Trust
New Mexico
$48.4K – – –
SIM
333
Sentry Investment Management
Wisconsin
$47K – – –
PCM
334
Penserra Capital Management
California
$45K +$45K +472 New
AWM
335
Avior Wealth Management
Nebraska
$42.1K +$1.26K +13 +3%
SWM
336
Sugarloaf Wealth Management
Georgia
$39.6K +$484 +5 +1%
FFA
337
Farther Finance Advisors
California
$37.2K -$581 -6 -2%
HNB
338
Huntington National Bank
Ohio
$36.1K +$2.33K +24 +7%
OP
339
ORG Partners
Indiana
$32.8K +$32.8K +337 New
CAL
340
Capital Analysts LLC
Pennsylvania
$31K +$286 +3 +0.9%
TFA
341
Toth Financial Advisory
Virginia
$31K -$967 -10 -3%
National Bank of Canada
342
National Bank of Canada
Quebec, Canada
$28.1K – – –
AIM
343
Anchor Investment Management
South Carolina
$26.1K – – –
MRCM
344
M&R Capital Management
New Jersey
$26.1K – – –
PFBT
345
Parkside Financial Bank & Trust
Missouri
$25.8K -$3K -31 -10%
PA
346
Parallel Advisors
California
$23.8K -$1.06K -11 -4%
MA
347
Montag & Associates
Georgia
$23.5K – – –
HI
348
Harbour Investments
Wisconsin
$23.5K +$194 +2 +0.8%
PA
349
PSI Advisors
Florida
$19.9K – – –
VSQM
350
V-Square Quantitative Management
Illinois
$19.6K +$19.6K +203 New
12 13
14
15 16