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Federal Realty Investment Trust
FRT

Overview Fund Activity

412 hedge funds and large institutions have $7.13B invested in Federal Realty Investment Trust in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
45
Increased
157
Reduced
136
Closed
42
Calls
$10.8M
Puts
$4.47M
Net Calls
+$6.36M
Net Calls Change
+$9.32M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$80.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$428M
3
PI
PGGM Investments
Netherlands
$54.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$84.1M
5
Millennium Management
Millennium Management
New York
$18.6M

Top Sellers

1
State Street
State Street
Massachusetts
$620M
2
RC
Resolution Capital
Australia
$264M
3
BlackRock
BlackRock
New York
$720M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.14B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
376
Asset Dedication LLC
California
$9K +$1.26K +15 +16%
TWP
377
TFO Wealth Partners
Ohio
$8.52K – – –
MCM
378
MV Capital Management
Maryland
$8.43K +$363 +4 +4%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$7.98K -$1.09K -12 -12%
GKIM
380
GW&K Investment Management
Massachusetts
$7K +$4.61K +52 +193%
VWM
381
Venturi Wealth Management
Texas
$6.53K +$6.25K +69 +2,300%
SWM
382
Spire Wealth Management
Virginia
$6.25K +$544 +6 +10%
AssetMark Inc
383
AssetMark Inc
California
$6.07K +$6.07K +67 New
BIA
384
Bell Investment Advisors
California
$5.98K -$544 -6 -8%
MCM
385
Manchester Capital Management
Vermont
$5.89K +$91 +1 +2%
FFL
386
Financial Freedom LLC
Ohio
$5.53K +$91 +1 +2%
SWA
387
Sutton Wealth Advisors
Florida
$5.26K – – –
AWM
388
Atticus Wealth Management
Florida
$4.53K – – –
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$4.44K – – –
PTC
390
Private Trust Company
Ohio
$4.08K – – –
MIM
391
Macroview Investment Management
Maryland
$3.08K +$3.08K +34 New
EARNEST Partners
392
EARNEST Partners
Georgia
$3.08K – – –
CSB
393
City State Bank
Iowa
$3K – – –
ZB
394
Zions Bancorporation
Utah
$2.99K – – –
LC
395
Lindbrook Capital
California
$2.54K +$453 +5 +22%
BTI
396
Blue Trust Inc
Georgia
$2K +$1.48K +17 +283%
SIS
397
Sound Income Strategies
Florida
$1.81K – – –
VCM
398
Versant Capital Management
Arizona
$1.72K – – –
IHWM
399
Iron Horse Wealth Management
Iowa
$1.72K – – –
PCA
400
Providence Capital Advisors
North Carolina
$1.72K +$1.72K +19 New
14 15
16
17 18