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Federal Realty Investment Trust
FRT

Overview Fund Activity

448 hedge funds and large institutions have $8.12B invested in Federal Realty Investment Trust in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+36
Holders Change %
+8.74%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
77
Increased
152
Reduced
155
Closed
34
Calls
$14.7M
Puts
$6.79M
Net Calls
+$7.86M
Net Calls Change
+$1.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$119M
2
Morgan Stanley
Morgan Stanley
New York
$196M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$140M
4
Marshall Wace
Marshall Wace
United Kingdom
$29.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$39.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$425M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$41.7M
4
Northern Trust
Northern Trust
Illinois
$77.6M
5
Barclays
Barclays
United Kingdom
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
351
Carmichael Hill & Associates
Maryland
$109K – – –
Lazard Asset Management
352
Lazard Asset Management
New York
$104K +$719 +7 +0.7%
WT
353
Whittier Trust
California
$103K – – –
Mitsubishi UFJ Trust & Banking
354
Mitsubishi UFJ Trust & Banking
Japan
$91K -$175K -1,701 -66%
CI Investments Inc
355
CI Investments Inc
Ontario, Canada
$87K +$6.41K +62 +8%
S
356
SignatureFD
Georgia
$86.5K +$17.4K +169 +25%
Acadian Asset Management
357
Acadian Asset Management
Massachusetts
$78K +$78K +762 New
PHK
358
Point72 Hong Kong
Hong Kong
$71.9K +$71.9K +698 New
QCG
359
Quadrant Capital Group
Ohio
$70.8K -$2.16K -21 -3%
BC
360
Brookfield Corp
Ontario, Canada
$68.5K +$68.5K +665 New
BCWM
361
Bartlett & Co Wealth Management
Ohio
$68.5K – – –
BC
362
Bartlett & Co
Ohio
$68K – – –
Bessemer Group
363
Bessemer Group
New Jersey
$65K -$3.61K -35 -5%
EWP
364
Elevation Wealth Partners
California
$63.4K +$63.4K +700 New
MIFH
365
Migdal Insurance & Financial Holdings
Israel
$60K +$10.1K +97 +20%
DAM
366
Delta Asset Management
Tennessee
$54.1K – – –
AT
367
Avalon Trust
New Mexico
$51.5K – – –
RFS
368
Richardson Financial Services
Massachusetts
$50.7K +$50.7K +492 New
QL
369
Quarry LP
New York
$50K +$50K +485 New
RIL
370
Rothschild Investment LLC
Illinois
$43.2K +$43.2K +419 New
SWM
371
Sugarloaf Wealth Management
Georgia
$43.1K +$515 +5 +1%
FFA
372
Farther Finance Advisors
California
$41.1K +$3.61K +35 +10%
CAM
373
Clarity Asset Management
Iowa
$40.9K +$40.9K +397 New
SIM
374
Sentry Investment Management
Wisconsin
$40K -$4.27K -41 -10%
T
375
Tidemark
California
$39.6K +$39.6K +384 New
13 14
15
16 17