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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 %
MA
376
Montag & Associates
Georgia
$24.8K – – –
BFEC
377
Benjamin F. Edwards & Company
Missouri
$23K -$12.8K -125 -36%
LFG
378
Larson Financial Group
Missouri
$21.2K -$1.33K -13 -6%
PA
379
PSI Advisors
Florida
$21K – – –
LCM
380
Logan Capital Management
Pennsylvania
$20.6K +$204 +2 +1%
SAM
381
Smartleaf Asset Management
Massachusetts
$18.5K +$11.9K +117 +180%
ST
382
Smithfield Trust
Pennsylvania
$15K – – –
Federated Hermes
383
Federated Hermes
Pennsylvania
$14.9K -$152K -1,487 -91%
QC
384
Quent Capital
New York
$13.5K – – –
HNB
385
Huntington National Bank
Ohio
$12.9K +$7.17K +70 +125%
CA
386
CoreCap Advisors
Michigan
$12.8K +$12.8K +125 New
AP
387
Aspect Partners
Virginia
$12.7K – – –
ADL
388
Asset Dedication LLC
California
$12K – – –
SIC
389
SJS Investment Consulting
Ohio
$11.6K – – –
VWM
390
Venturi Wealth Management
Texas
$11.6K +$3.06K +30 +36%
NS
391
NBC Securities
Alabama
$11K -$4.55K -48 -29%
BAM
392
Byrne Asset Management
New Jersey
$10.2K – – –
BBHC
393
Brown Brothers Harriman & Co
New York
$10.2K – – –
TPCW
394
TD Private Client Wealth
New York
$10.2K – – –
NFSG
395
Newbridge Financial Services Group
Florida
$10.2K – – –
PK
396
Pflug Koory
Nebraska
$10.2K +$10.2K +100 New
EC
397
Elequin Capital
New York
$10.1K +$10.1K +99 New
MCM
398
MV Capital Management
Maryland
$9.09K – – –
TWP
399
TFO Wealth Partners
Ohio
$8.99K – – –
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$8.88K +$306 +3 +4%
14 15
16
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