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Federal Realty Investment Trust
FRT

Overview Fund Activity

500 hedge funds and large institutions have $8.51B invested in Federal Realty Investment Trust in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 195 increasing their positions, 141 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+52
Holders Change %
+11.61%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
87
Increased
195
Reduced
141
Closed
32
Calls
$21.1M
Puts
$6.14M
Net Calls
+$14.9M
Net Calls Change
+$5.15M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$70.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$65.9M
3
UBS AM
UBS AM
Illinois
$69.5M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$86.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$44.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
RIM
Rush Island Management
New York
$116M
3
WCP
Waterfront Capital Partners
New York
$9.6M
4
Legal & General Group
Legal & General Group
United Kingdom
$83.2M
5
Millennium Management
Millennium Management
New York
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
351
Profund Advisors
Maryland
$242K +$242K +2,109 New
MCM
352
MAI Capital Management
Ohio
$242K +$242K +2,109 New
PP
353
Paloma Partners
Connecticut
$241K +$241K +2,100 New
Baird Financial Group
354
Baird Financial Group
Wisconsin
$240K -$2.99K -26 -1%
Jones Financial Companies
355
Jones Financial Companies
Missouri
$235K +$85.8K +750 +57%
QL
356
Quarry LP
New York
$235K +$62.8K +546 +36%
RCM
357
RB Capital Management
Nevada
$232K +$1.84K +16 +0.8%
MWM
358
Mission Wealth Management
California
$231K +$231K +2,013 New
CB
359
Cadence Bank
Mississippi
$230K – – –
FNWM
360
Financial Network Wealth Management
Utah
$229K +$229K +2,000 New
CMBA
361
C.M. Bidwell & Associates
Hawaii
$227K +$4.6K +40 +2%
ETC
362
Exchange Traded Concepts
Oklahoma
$226K +$69.1K +601 +44%
IGAM
363
iA Global Asset Management
Quebec, Canada
$226K -$24.1K -210 -10%
CAMG
364
CWA Asset Management Group
Florida
$226K +$226K +1,963 New
GAM
365
Gotham Asset Management
New York
$223K +$223K +1,940 New
KBC Group
366
KBC Group
Belgium
$222K +$23.5K +204 +12%
WIA
367
World Investment Advisors
California
$221K +$221K +1,918 New
CB
368
Commerce Bank
Missouri
$219K +$219K +1,909 New
SOW
369
State of Wyoming
Wyoming
$219K +$180K +1,569 +466%
FPAS
370
Focus Partners Advisor Solutions
Missouri
$219K +$219K +1,903 New
AFM
371
Armstrong Fleming & Moore
District of Columbia
$217K +$217K +1,890 New
HIMC
372
Heritage Investors Management Corp
Maryland
$215K -$18.4K -160 -8%
AWM
373
Avior Wealth Management
Nebraska
$212K +$62K +539 +41%
PMA
374
Prudent Man Advisors
Illinois
$211K +$211K +1,833 New
HIP
375
HUB Investment Partners
Texas
$207K +$207K +1,802 New
13 14
15
16 17