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Federal Realty Investment Trust
FRT

Overview Fund Activity

413 hedge funds and large institutions have $7.63B invested in Federal Realty Investment Trust in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
-19
Holders Change %
-4.4%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
176
Reduced
128
Closed
48
Calls
$9.31M
Puts
$12.3M
Net Calls
-$2.96M
Net Calls Change
-$228K

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$61.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$407M
3
BlackRock
BlackRock
New York
$783M
4
CCMG
Clark Capital Management Group
Pennsylvania
$64.9M
5
State Street
State Street
Massachusetts
$943M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$694K
2
WCP
Waterfront Capital Partners
New York
$0
3
SO
STRS Ohio
Ohio
$7.41M
4
Bank of America
Bank of America
North Carolina
$11.2M
5
GA
GRS Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
351
Newbridge Financial Services Group
Florida
$19.4K – – –
GWS
352
Glassman Wealth Services
Virginia
$16.6K +$290 +3 +2%
SOW
353
State of Wyoming
Wyoming
$16.5K +$4.16K +43 +34%
AF
354
Advisornet Financial
Minnesota
$16K – – –
ST
355
Smithfield Trust
Pennsylvania
$15K – – –
TPCW
356
TD Private Client Wealth
New York
$14.5K +$3.19K +33 +28%
DGAM
357
Desjardins Global Asset Management
Quebec, Canada
$14.1K – – –
AAP
358
Arax Advisory Partners
Colorado
$14.1K +$10K +104 +248%
TIM
359
Tortoise Investment Management
New York
$13.5K – – –
QC
360
Quent Capital
New York
$12.8K +$12.8K +132 New
SIC
361
SJS Investment Consulting
Ohio
$11K – – –
RFA
362
Register Financial Advisors
Georgia
$10.6K – – –
BWM
363
BerganKDV Wealth Management
Minnesota
$10.6K +$97 +1 +0.9%
VNA
364
Valley National Advisers
Pennsylvania
$10K – – –
BAM
365
Byrne Asset Management
New Jersey
$10K – – –
PI
366
PEAK6 Investments
Illinois
$9.87K -$274K -2,833 -97%
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$9.68K -$6.39K -66 -40%
BBHC
368
Brown Brothers Harriman & Co
New York
$9.68K – – –
Group One Trading
369
Group One Trading
Illinois
$9.68K +$9.68K +100 New
SSG
370
Summit Securities Group
New York
$9K -$4.59K -49 -34%
MCM
371
MV Capital Management
Maryland
$8.61K +$1.74K +18 +25%
TWP
372
TFO Wealth Partners
Ohio
$8.52K – – –
ADL
373
Asset Dedication LLC
California
$8K – – –
WPA
374
West Paces Advisors
Georgia
$7.45K – – –
BIA
375
Bell Investment Advisors
California
$6.97K +$1.74K +18 +33%
13 14
15
16 17