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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 %
TW
376
Trajan Wealth
Arizona
$207K +$207K +1,799 New
BWM
377
Blossom Wealth Management
California
$206K +$206K +1,795 New
William Blair & Company
378
William Blair & Company
Illinois
$206K +$206K +1,792 New
CCM
379
Coldstream Capital Management
Washington
$202K +$202K +1,757 New
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$195K +$193K +1,675 +6,700%
SS
381
Sunbelt Securities
Texas
$190K +$805 +7 +0.4%
CAS
382
Coppell Advisory Solutions
Texas
$186K -$11.2K -98 -6%
OPTFSNA
383
Old Point Trust & Financial Services N A
Virginia
$186K – – –
MG
384
Mather Group
Illinois
$167K -$1.04K -9 -0.6%
GRP
385
Global Retirement Partners
California
$149K +$22.9K +199 +18%
AF
386
Allworth Financial
California
$141K +$230 +2 +0.2%
CFM
387
Catalyst Funds Management
Australia
$138K +$138K +1,200 New
JGIA
388
Jackson Grant Investment Advisers
Connecticut
$137K – – –
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$132K +$12K +104 +10%
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$129K +$12.7K +110 +11%
BTI
391
Blue Trust Inc
Georgia
$122K +$86.8K +860 +249%
HI
392
Horizon Investments
North Carolina
$117K -$41K -360 -26%
WT
393
Whittier Trust
California
$115K – – –
YDMI
394
Y.D. More Investments
Israel
$113K +$3.68K +32 +3%
S
395
SignatureFD
Georgia
$101K +$2.19K +19 +2%
VI
396
Vestcor Inc
New Brunswick, Canada
$100K – – –
CHA
397
Carmichael Hill & Associates
Maryland
$97.4K -$24.6K -214 -20%
QCG
398
Quadrant Capital Group
Ohio
$89.7K -$1.61K -14 -2%
CPBTD
399
Central Pacific Bank - Trust Division
Hawaii
$84.5K – – –
EWP
400
Elevation Wealth Partners
California
$80.5K – – –
14 15
16
17 18