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Federal Realty Investment Trust
FRT

Overview Fund Activity

448 hedge funds and large institutions have $8.12B invested in Federal Realty Investment Trust in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+36
Holders Change %
+8.74%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
77
Increased
152
Reduced
155
Closed
34
Calls
$14.7M
Puts
$6.79M
Net Calls
+$7.86M
Net Calls Change
+$1.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$119M
2
Morgan Stanley
Morgan Stanley
New York
$196M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$140M
4
Marshall Wace
Marshall Wace
United Kingdom
$29.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$39.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$425M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$41.7M
4
Northern Trust
Northern Trust
Illinois
$77.6M
5
Barclays
Barclays
United Kingdom
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
326
Creative Financial Designs
Indiana
$210K +$112K +1,085 +114%
CB
327
Cadence Bank
Mississippi
$206K +$206K +2,000 New
FNWM
328
Financial Network Wealth Management
Utah
$206K +$206K +2,000 New
CC
329
Cipher Capital
New York
$205K +$205K +1,993 New
ICA
330
Infrastructure Capital Advisors
New York
$203K +$203K +1,968 New
LIM
331
Loudon Investment Management
New Hampshire
$202K -$1.19M -11,594 -86%
BHCM
332
Brevan Howard Capital Management
Jersey
$201K +$201K +1,953 New
IGAM
333
iA Global Asset Management
Quebec, Canada
$192K +$192K +1,859 New
MAM
334
Meeder Asset Management
Ohio
$189K – – –
CAS
335
Coppell Advisory Solutions
Texas
$175K -$84.3K -818 -33%
GI
336
GAMMA Investing
California
$174K +$174K +1,707 New
Federated Hermes
337
Federated Hermes
Pennsylvania
$168K -$2.16K -21 -1%
SS
338
Sunbelt Securities
Texas
$168K +$1.44K +14 +0.9%
OPTFSNA
339
Old Point Trust & Financial Services N A
Virginia
$167K +$167K +1,616 New
GC
340
Garde Capital
Washington
$166K +$166K +1,608 New
Capstone Investment Advisors
341
Capstone Investment Advisors
New York
$148K +$148K +1,437 New
HI
342
Horizon Investments
North Carolina
$139K +$5.15K +50 +4%
KBC Group
343
KBC Group
Belgium
$136K +$15.7K +153 +13%
AF
344
Allworth Financial
California
$125K +$206 +2 +0.2%
JGIA
345
Jackson Grant Investment Advisers
Connecticut
$123K – – –
AssetMark Inc
346
AssetMark Inc
California
$122K +$115K +1,117 +1,667%
CMBA
347
C.M. Bidwell & Associates
Hawaii
$119K +$824 +8 +0.7%
GRP
348
Global Retirement Partners
California
$117K +$42.4K +416 +57%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$113K +$4.33K +42 +4%
ETC
350
Exchange Traded Concepts
Oklahoma
$110K +$110K +1,064 New
12 13
14
15 16