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Federal Realty Investment Trust
FRT

Overview Fund Activity

412 hedge funds and large institutions have $7.13B invested in Federal Realty Investment Trust in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
45
Increased
157
Reduced
136
Closed
42
Calls
$10.8M
Puts
$4.47M
Net Calls
+$6.36M
Net Calls Change
+$9.32M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$80.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$428M
3
PI
PGGM Investments
Netherlands
$54.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$84.1M
5
Millennium Management
Millennium Management
New York
$18.6M

Top Sellers

1
State Street
State Street
Massachusetts
$620M
2
RC
Resolution Capital
Australia
$264M
3
BlackRock
BlackRock
New York
$720M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.14B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
326
Elequin Capital
New York
$73.1K -$484K -5,344 -87%
CI Investments Inc
327
CI Investments Inc
Ontario, Canada
$71K +$455 +5 +0.6%
GRP
328
Global Retirement Partners
California
$64.4K -$2.19K -25 -3%
QCG
329
Quadrant Capital Group
Ohio
$64.2K -$634 -7 -1%
Credit Agricole
330
Credit Agricole
France
$62.5K +$62.5K +690 New
Bessemer Group
331
Bessemer Group
New Jersey
$61K +$92 +1 +0.2%
S
332
SignatureFD
Georgia
$60.8K +$4.71K +52 +8%
CSPIA
333
Cary Street Partners Investment Advisory
Virginia
$60.3K – – –
BC
334
Bartlett & Co
Ohio
$60K -$13.8K -150 -19%
BCWM
335
Bartlett & Co Wealth Management
Ohio
$59.6K -$13.8K -150 -19%
DAM
336
Delta Asset Management
Tennessee
$47.6K – – –
EWA
337
EverSource Wealth Advisors
Alabama
$45.7K – – –
NIC
338
Northwest Investment Counselors
Oregon
$45.3K – – –
AT
339
Avalon Trust
New Mexico
$45.3K – – –
MIFH
340
Migdal Insurance & Financial Holdings
Israel
$43K -$18.7K -207 -30%
SIM
341
Sentry Investment Management
Wisconsin
$39K -$5.23K -57 -12%
LFG
342
Larson Financial Group
Missouri
$38.7K -$254K -2,802 -87%
AWM
343
Avior Wealth Management
Nebraska
$38.5K -$906 -10 -2%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$38.2K +$14K +154 +58%
SWM
345
Sugarloaf Wealth Management
Georgia
$37.5K +$453 +5 +1%
BFEC
346
Benjamin F. Edwards & Company
Missouri
$37K -$64.2K -710 -63%
PCM
347
Penserra Capital Management
California
$36K -$5.96K -67 -14%
FFA
348
Farther Finance Advisors
California
$33K -$1.81K -20 -5%
Point72 Asset Management
349
Point72 Asset Management
Connecticut
$32.5K -$2.63M -29,041 -99%
HNB
350
Huntington National Bank
Ohio
$31.7K -$2.18K -24 -6%
12 13
14
15 16