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Federal Realty Investment Trust
FRT

Overview Fund Activity

445 hedge funds and large institutions have $8.11B invested in Federal Realty Investment Trust in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 157 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
171
Reduced
157
Closed
43
Calls
$17.1M
Puts
$7.02M
Net Calls
+$10.1M
Net Calls Change
+$2.24M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$518M
2
RIM
Rush Island Management
New York
$132M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$194M
4
RC
Resolution Capital
Australia
$363M
5
WCP
Waterfront Capital Partners
New York
$47M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.13M
2
Morgan Stanley
Morgan Stanley
New York
$91M
3
State Street
State Street
Massachusetts
$658M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$476K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
351
Bessemer Group
New Jersey
$63K -$1.64K -16 -3%
EWA
352
EverSource Wealth Advisors
Alabama
$56.5K +$26.3K +252 +87%
DAM
353
Delta Asset Management
Tennessee
$53.6K – – –
BCWM
354
Bartlett & Co Wealth Management
Ohio
$51.6K -$15.5K -150 -23%
AT
355
Avalon Trust
New Mexico
$51.1K – – –
NIC
356
Northwest Investment Counselors
Oregon
$51.1K +$51.1K +500 New
RFS
357
Richardson Financial Services
Massachusetts
$50K -$204 -2 -0.4%
BC
358
Brookfield Corp
Ontario, Canada
$47.5K -$20.4K -200 -30%
MAM
359
Meeder Asset Management
Ohio
$45.4K -$142K -1,389 -76%
MIFH
360
Migdal Insurance & Financial Holdings
Israel
$45K -$14.2K -138 -24%
RIL
361
Rothschild Investment LLC
Illinois
$44.3K +$1.53K +15 +4%
SWM
362
Sugarloaf Wealth Management
Georgia
$43.2K +$409 +4 +1%
QL
363
Quarry LP
New York
$41.4K -$8.17K -80 -16%
CAM
364
Clarity Asset Management
Iowa
$40.9K +$408 +4 +1%
SIM
365
Sentry Investment Management
Wisconsin
$39K – – –
FFA
366
Farther Finance Advisors
California
$35.9K -$4.33K -43 -11%
DI
367
DAGCO Inc
Ohio
$35.7K +$27.8K +272 +349%
TFA
368
Toth Financial Advisory
Virginia
$32.7K – – –
SOW
369
State of Wyoming
Wyoming
$31.2K +$511 +5 +2%
HNB
370
Hilltop National Bank
Wyoming
$30.6K +$30.6K +300 New
PA
371
Parallel Advisors
California
$29.2K +$6.94K +68 +31%
MRCM
372
M&R Capital Management
New Jersey
$27.6K – – –
AIM
373
Anchor Investment Management
South Carolina
$27.6K – – –
HI
374
Harbour Investments
Wisconsin
$26.2K -$1.12K -11 -4%
PFBT
375
Parkside Financial Bank & Trust
Missouri
$25.9K +$306 +3 +1%
13 14
15
16 17