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Federal Realty Investment Trust
FRT

Overview Fund Activity

445 hedge funds and large institutions have $8.11B invested in Federal Realty Investment Trust in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 157 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
171
Reduced
157
Closed
43
Calls
$17.1M
Puts
$7.02M
Net Calls
+$10.1M
Net Calls Change
+$2.24M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$96.6M
2
RIM
Rush Island Management
New York
+$56.9M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$56M
4
RC
Resolution Capital
Australia
+$49.7M
5
WCP
Waterfront Capital Partners
New York
+$47M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$114M
2
Morgan Stanley
Morgan Stanley
New York
-$103M
3
State Street
State Street
Massachusetts
-$51M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$41.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
326
Handelsinvest Investeringsforvaltning
Denmark
$172K -$89.3K -872 -34%
SS
327
Sunbelt Securities
Texas
$168K +$1.12K +11 +0.7%
KBC Group
328
KBC Group
Belgium
$154K +$19.1K +187 +14%
MG
329
Mather Group
Illinois
$151K +$151K +1,462 New
Capstone Investment Advisors
330
Capstone Investment Advisors
New York
$147K +$511 +5 +0.3%
HI
331
Horizon Investments
North Carolina
$139K +$1.23K +12 +0.9%
RIM
332
Rakuten Investment Management
Japan
$137K +$124K +1,211 +939%
AF
333
Allworth Financial
California
$124K – – –
JGIA
334
Jackson Grant Investment Advisers
Connecticut
$122K – – –
ETC
335
Exchange Traded Concepts
Oklahoma
$121K +$12.8K +125 +12%
GRP
336
Global Retirement Partners
California
$116K -$1.12K -11 -1%
SWM
337
Spire Wealth Management
Virginia
$113K +$106K +1,042 +1,532%
CHA
338
Carmichael Hill & Associates
Maryland
$108K – – –
CI Investments Inc
339
CI Investments Inc
Ontario, Canada
$106K +$19.8K +193 +23%
WT
340
Whittier Trust
California
$102K – – –
Lazard Asset Management
341
Lazard Asset Management
New York
$100K -$2.43K -24 -2%
S
342
SignatureFD
Georgia
$95.3K +$9.5K +93 +11%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$94K -$18K -176 -16%
CFM
344
Catalyst Funds Management
Australia
$91.9K +$91.9K +900 New
HCM
345
Highlander Capital Management
New Jersey
$85K +$59.4K +582 +233%
CPBTD
346
Central Pacific Bank - Trust Division
Hawaii
$74K +$74K +735 New
Mitsubishi UFJ Trust & Banking
347
Mitsubishi UFJ Trust & Banking
Japan
$73.9K -$15K -149 -17%
HT
348
Headlands Technologies
Illinois
$73.2K +$73.2K +717 New
EWP
349
Elevation Wealth Partners
California
$71.5K – – –
QCG
350
Quadrant Capital Group
Ohio
$69.3K -$817 -8 -1%
12 13
14
15 16