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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 %
BFEC
376
Benjamin F. Edwards & Company
Missouri
$36K -$6.07K -59 -14%
PCM
377
Penserra Capital Management
California
$34K -$7.23K -71 -18%
TFA
378
Toth Financial Advisory
Virginia
$33K – – –
SOW
379
State of Wyoming
Wyoming
$31K +$3.2K +31 +11%
EWA
380
EverSource Wealth Advisors
Alabama
$29.9K -$22.1K -214 -42%
MRCM
381
M&R Capital Management
New Jersey
$27.8K – – –
AIM
382
Anchor Investment Management
South Carolina
$27.8K – – –
HI
383
Harbour Investments
Wisconsin
$27.6K +$2.37K +23 +9%
PFBT
384
Parkside Financial Bank & Trust
Missouri
$25.9K -$17.5K -170 -40%
HCM
385
Highlander Capital Management
New Jersey
$25.8K – – –
MA
386
Montag & Associates
Georgia
$24.7K – – –
LFG
387
Larson Financial Group
Missouri
$22.8K -$21.2K -206 -48%
PA
388
Parallel Advisors
California
$22.5K – – –
PA
389
PSI Advisors
Florida
$21.2K – – –
LCM
390
Logan Capital Management
Pennsylvania
$20.6K +$20.6K +200 New
AF
391
Advisornet Financial
Minnesota
$17.2K +$206 +2 +1%
NS
392
NBC Securities
Alabama
$16K – – –
CIA
393
Cape Investment Advisory
Georgia
$15.5K +$15.5K +150 New
ST
394
Smithfield Trust
Pennsylvania
$15K – – –
QC
395
Quent Capital
New York
$13.6K – – –
RIM
396
Rakuten Investment Management
Japan
$13.6K +$13.6K +129 New
AP
397
Aspect Partners
Virginia
$12.8K +$12.8K +124 New
ADL
398
Asset Dedication LLC
California
$12K – – –
SIC
399
SJS Investment Consulting
Ohio
$11.7K – – –
VNA
400
Valley National Advisers
Pennsylvania
$11K +$957 +10 +10%
14 15
16
17 18