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Federal Realty Investment Trust
FRT

Overview Fund Activity

407 hedge funds and large institutions have $8.95B invested in Federal Realty Investment Trust in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 124 increasing their positions, 151 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+19
Holders Change %
+4.9%
% of All Funds
9.33%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
53
Increased
124
Reduced
151
Closed
30
Calls
$9.2M
Puts
$20.2M
Net Calls
-$11M
Net Calls Change
+$1.13M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$97.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$53.2M
3
RC
Resolution Capital
Australia
+$32.1M
4
Deutsche Bank
Deutsche Bank
Germany
+$28.9M
5
AAMU
APG Asset Management US
New York
+$28.3M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$87M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$77M
3
Invesco
Invesco
Georgia
-$50.4M
4
GC
Guggenheim Capital
Illinois
-$35.4M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
351
Bartlett & Co
Ohio
$57K – – –
CWA
352
Clarus Wealth Advisors
Arizona
$55K +$55K +478 New
HNB
353
Huntington National Bank
Ohio
$52K – – –
GT
354
Glenmede Trust
Pennsylvania
$51K – – –
ARMT
355
Amica Retiree Medical Trust
Rhode Island
$45K – – –
IDBONY
356
Israel Discount Bank of New York
New York
$44K – – –
IA
357
IFP Advisors
Florida
$40K +$12.7K +100 +46%
FANJ
358
Financial Architects (New Jersey)
New Jersey
$32K -$1.03K -8 -3%
FHA
359
First Horizon Advisors
Tennessee
$26K – – –
GLI
360
Guardian Life Insurance
New York
$26K +$4.63K +36 +22%
SLF
361
Sun Life Financial
Ontario, Canada
$25K +$20.1K +160 +410%
KJWM
362
Kiley Juergens Wealth Management
Washington
$25K +$25K +200 New
B
363
Bridgeworth
Alabama
$23K +$23K +183 New
KA
364
Kaizen Advisory
Illinois
$22K +$13.5K +109 +160%
CIA
365
CSat Investment Advisory
Michigan
$20K +$20K +161 New
PCG
366
Private Capital Group
Connecticut
$18K – – –
GWS
367
Glassman Wealth Services
Virginia
$17K – – –
RFWA
368
RPg Family Wealth Advisory
Massachusetts
$16.1K – – –
S
369
SignatureFD
Georgia
$16K +$5.46K +44 +52%
FHA
370
Flagship Harbor Advisors
Massachusetts
$14K +$14K +114 New
RE
371
RBC Europe
United Kingdom
$13.3K – – –
SWA
372
Sutton Wealth Advisors
Florida
$13K – – –
VNA
373
Valley National Advisers
Pennsylvania
$13K – – –
ASN
374
Advisory Services Network
Georgia
$13K +$127 +1 +1%
CBOA
375
Commonwealth Bank of Australia
Australia
$12K -$840 -7 -7%
13 14
15
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