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Federal Realty Investment Trust
FRT

Overview Fund Activity

387 hedge funds and large institutions have $6.97B invested in Federal Realty Investment Trust in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-12
Holders Change %
-3.01%
% of All Funds
6.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
43
Increased
157
Reduced
126
Closed
50
Calls
$12.4M
Puts
$5.61M
Net Calls
+$6.83M
Net Calls Change
+$5.81M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$528M
2
State Street
State Street
Massachusetts
$875M
3
Invesco
Invesco
Georgia
$204M
4
RC
Resolution Capital
Australia
$294M
5
RIM
Rush Island Management
New York
$75.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.05M
2
BC
Brookfield Corp
Ontario, Canada
$31.6M
3
CIM
Centersquare Investment Management
Pennsylvania
$5.11M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
5
Renaissance Technologies
Renaissance Technologies
New York
$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
351
Byrne Asset Management
New Jersey
$9K – – –
ADL
352
Asset Dedication LLC
California
$8K +$8K +92 New
SWM
353
Spire Wealth Management
Virginia
$6K -$187K -1,967 -97%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$6K -$2.35K -27 -28%
GRP
355
Global Retirement Partners
California
$6K +$1K +10 +20%
AAP
356
Arax Advisory Partners
Colorado
$6K +$6K +66 New
PI
357
PineBridge Investments
New York
$6K +$6K +66 New
SIS
358
Sound Income Strategies
Florida
$5K – – –
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$4.99K +$1.59K +15,821 +47%
SWA
360
Sutton Wealth Advisors
Florida
$4.69K – – –
EWA
361
EverSource Wealth Advisors
Alabama
$4K – – –
FMII
362
Farmers & Merchants Investments Inc
Nebraska
$4K +$4K +49 New
CFGS
363
Concourse Financial Group Securities
Alabama
$3K -$656 -7 -18%
PPWM
364
PFG Private Wealth Management
Florida
$3K – – –
EARNEST Partners
365
EARNEST Partners
Georgia
$3K – – –
LC
366
Lindbrook Capital
California
$2K -$3.68K -35 -65%
ZB
367
Zions Bancorporation
Utah
$2K -$1.5K -18 -43%
BIA
368
Bell Investment Advisors
California
$2K -$889 -12 -31%
TWA
369
TCI Wealth Advisors
Arizona
$2K – – –
CWA
370
Clearview Wealth Advisors
Oregon
$2K – – –
CWC
371
Carolinas Wealth Consulting
North Carolina
$2K – – –
WTA
372
Washington Trust Advisors
Massachusetts
$2K +$111 +1 +6%
MCM
373
MV Capital Management
Maryland
$2K +$174 +2 +10%
HWMA
374
Heritage Wealth Management (Arizona)
Arizona
$2K +$2K +25 New
EBA
375
Eagle Bay Advisors
New York
$1K – – –
13 14
15
16 17