FRT icon

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 %
MCM
376
Manchester Capital Management
Vermont
$6.19K – – –
HT
377
Headlands Technologies
Illinois
$6.19K +$6.19K +64 New
SWM
378
Spire Wealth Management
Virginia
$6.1K – – –
FFL
379
Financial Freedom LLC
Ohio
$5.84K – – –
SWA
380
Sutton Wealth Advisors
Florida
$5.61K +$581 +6 +12%
AWM
381
Atticus Wealth Management
Florida
$4.84K – – –
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$4.74K – – –
PTC
383
Private Trust Company
Ohio
$4.36K -$290 -3 -6%
EARNEST Partners
384
EARNEST Partners
Georgia
$3.29K – – –
ZB
385
Zions Bancorporation
Utah
$3.19K +$871 +9 +38%
GKIM
386
GW&K Investment Management
Massachusetts
$3K +$3K +27 New
CSB
387
City State Bank
Iowa
$3K +$3K +29 New
CWC
388
Carolinas Wealth Consulting
North Carolina
$2.74K – – –
LC
389
Lindbrook Capital
California
$2.23K -$677 -7 -23%
CWA
390
Clearview Wealth Advisors
Oregon
$1.94K +$97 +1 +5%
YDMI
391
Y.D. More Investments
Israel
$1.94K -$581 -6 -23%
SIS
392
Sound Income Strategies
Florida
$1.94K – – –
BWM
393
Baystate Wealth Management
Massachusetts
$1.94K +$1.94K +20 New
IHWM
394
Iron Horse Wealth Management
Iowa
$1.84K – – –
VCM
395
Versant Capital Management
Arizona
$1.84K +$484 +5 +36%
FHA
396
First Horizon Advisors
Tennessee
$1.74K -$1.65K -17 -49%
MA
397
MCF Advisors
Kentucky
$1.55K – – –
KA
398
Kozak & Associates
Colorado
$1.46K – – –
C
399
Covestor
United Kingdom
$1K -$8.07K -113 -89%
SIA
400
SkyView Investment Advisors
New Jersey
$1K +$462 +6 +86%
14 15
16
17 18