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Federal Realty Investment Trust

396 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 122 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+13
Holders Change %
+3.39%
% of All Funds
6.91%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
60
Increased
145
Reduced
122
Closed
44
Calls
$16.2M
Puts
$15.6M
Net Calls
+$589K
Net Calls Change
+$3.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
351
CX Institutional
Indiana
$14K +$4.03K +34 +40%
LC
352
Lindbrook Capital
California
$13K
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$13K +$586 +5 +5%
VNA
354
Valley National Advisers
Pennsylvania
$12K
BFC
355
Bedel Financial Consulting
Indiana
$12K
WQ
356
Wealth Quarterback
New Jersey
$12K +$12K +101 New
ADL
357
Asset Dedication LLC
California
$11K
CWA
358
Clearview Wealth Advisors
Oregon
$11K +$113 +1 +1%
BWM
359
BerganKDV Wealth Management
Minnesota
$11K +$118 +1 +1%
ASN
360
Advisory Services Network
Georgia
$11K +$11K +100 New
FHC
361
First Horizon Corporation
Tennessee
$10K
EWA
362
Evolution Wealth Advisors
Florida
$9K
MGIM
363
M&G Investment Management
United Kingdom
$8.11K +$8.11K +69,322 New
CFO
364
CVA Family Office
Colorado
$8K
SIS
365
Sound Income Strategies
Florida
$8K +$2.12K +18 +36%
Nisa Investment Advisors
366
Nisa Investment Advisors
Missouri
$7.18K -$124 -1,057 -2%
AA
367
Ancora Advisors
Ohio
$7K
GRP
368
Global Retirement Partners
California
$6K +$6K +51 New
ZB
369
Zions Bancorporation
Utah
$5K -$1.67K -14 -25%
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$5K
PCG
371
Private Capital Group
Connecticut
$5K +$3.59K +28 +255%
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$4K -$4.67K -42 -54%
EARNEST Partners
373
EARNEST Partners
Georgia
$4K
NFSG
374
Newbridge Financial Services Group
Florida
$4K +$4K +35 New
TFO
375
Tarbox Family Office
California
$3K