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Federal Realty Investment Trust
FRT

Overview Fund Activity

405 hedge funds and large institutions have $8.98B invested in Federal Realty Investment Trust in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 145 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-2
Holders Change %
-0.49%
% of All Funds
9.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
145
Reduced
143
Closed
29
Calls
$9.89M
Puts
$21.5M
Net Calls
-$11.6M
Net Calls Change
-$594K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$99.6M
2
Charles Schwab
Charles Schwab
California
+$22.3M
3
CIM
Centersquare Investment Management
Pennsylvania
+$21.7M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$14.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$13.1M

Top Sellers

1
HRES
Heitman Real Estate Securities
Illinois
-$57M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$31.5M
3
Deutsche Bank
Deutsche Bank
Germany
-$26.6M
4
State Street
State Street
Massachusetts
-$21.6M
5
Morgan Stanley
Morgan Stanley
New York
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
351
M&R Capital Management
New Jersey
$72K – – –
WAP
352
Wealthcare Advisory Partners
Pennsylvania
$72K – – –
WSTAM
353
Wilbanks Smith & Thomas Asset Management
Virginia
$72K +$72K +568 New
CAL
354
Capital Analysts LLC
Pennsylvania
$69K +$377 +3 +0.5%
CWA
355
Clarus Wealth Advisors
Arizona
$69K +$8.48K +67 +14%
TAM
356
Tiverton Asset Management
Delaware
$66K – – –
BCWM
357
Bartlett & Co Wealth Management
Ohio
$57.4K – – –
BC
358
Bartlett & Co
Ohio
$57K – – –
HNB
359
Huntington National Bank
Ohio
$52K – – –
AA
360
Ancora Advisors
Ohio
$52K +$52K +410 New
SWP
361
Stratos Wealth Partners
Ohio
$35K +$35K +280 New
IDBONY
362
Israel Discount Bank of New York
New York
$34K -$10.9K -85 -24%
FANJ
363
Financial Architects (New Jersey)
New Jersey
$31K -$378 -3 -1%
Parallax Volatility Advisers
364
Parallax Volatility Advisers
California
$28K +$20.7K +163 +286%
GLI
365
Guardian Life Insurance
New York
$26K – – –
KJWM
366
Kiley Juergens Wealth Management
Washington
$25K – – –
SLF
367
Sun Life Financial
Ontario, Canada
$25K +$249 +2 +1%
FHA
368
First Horizon Advisors
Tennessee
$23K -$3.86K -30 -14%
KA
369
Kaizen Advisory
Illinois
$22K – – –
CIA
370
CSat Investment Advisory
Michigan
$21K +$384 +3 +2%
PCG
371
Private Capital Group
Connecticut
$18K – – –
GWS
372
Glassman Wealth Services
Virginia
$17K – – –
RFWA
373
RPg Family Wealth Advisory
Massachusetts
$16.1K – – –
S
374
SignatureFD
Georgia
$16K – – –
FHA
375
Flagship Harbor Advisors
Massachusetts
$14K +$122 +1 +0.9%
13 14
15
16 17