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Federal Realty Investment Trust
FRT

Overview Fund Activity

425 hedge funds and large institutions have $7.89B invested in Federal Realty Investment Trust in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 133 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+38
Holders Change %
+9.82%
% of All Funds
6.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
75
Increased
163
Reduced
133
Closed
29
Calls
$40.1M
Puts
$38.4M
Net Calls
+$1.71M
Net Calls Change
-$5.13M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$456M
2
State Street
State Street
Massachusetts
$1.04B
3
RC
Resolution Capital
Australia
$390M
4
Wolverine Trading
Wolverine Trading
Illinois
$33.5M
5
BlackRock
BlackRock
New York
$769M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.28M
2
WCP
Waterfront Capital Partners
New York
$0
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$46.4M
4
BC
Brookfield Corp
Ontario, Canada
$1.34M
5
N
Natixis
France
$2.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
401
Meiji Yasuda Asset Management
Japan
$2.3K -$5 -52 -0.2%
GEA
402
Glen Eagle Advisors
New Jersey
$2.12K +$2.12K +21 New
SIS
403
Sound Income Strategies
Florida
$2.02K -$3.03K -30 -60%
BWL
404
Bogart Wealth LLC
Virginia
$2.02K +$2.02K +20 New
CWA
405
Clearview Wealth Advisors
Oregon
$2K – – –
KA
406
Kozak & Associates
Colorado
$2K – – –
BTI
407
Blue Trust Inc
Georgia
$2K +$1.28K +16 +178%
WTA
408
Washington Trust Advisors
Massachusetts
$1.82K – – –
TWA
409
TCI Wealth Advisors
Arizona
$1.72K – – –
YDMI
410
Y.D. More Investments
Israel
$1.64K +$1.64K +16 New
CWC
411
Carolinas Wealth Consulting
North Carolina
$1.63K -$102 -1 -6%
MA
412
MCF Advisors
Kentucky
$1.62K – – –
MCM
413
MV Capital Management
Maryland
$1.52K -$809 -8 -35%
VCM
414
Versant Capital Management
Arizona
$1.42K – – –
IAA
415
Independent Advisor Alliance
North Carolina
$1.29K +$120 +1,187 +10%
CFB
416
Cullen/Frost Bankers
Texas
$1.21K – – –
HIA
417
Harbor Investment Advisory
Maryland
$808 – – –
TFM
418
TFC Financial Management
Massachusetts
$808 – – –
EBA
419
Eagle Bay Advisors
New York
$707 – – –
BHWM
420
Beaird Harris Wealth Management
Texas
$606 +$606 +6 New
NSIM
421
North Star Investment Management
Illinois
$505 +$505 +5 New
BAAM
422
Baker Avenue Asset Management
California
$505 +$505 +5 New
ECM
423
Everence Capital Management
Indiana
$450 +$450 +4,450 New
TCM
424
Tradewinds Capital Management
Washington
$303 – – –
TWP
425
TFO Wealth Partners
Ohio
$95 +$95 +2 New
15 16
17
18 19