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Federal Realty Investment Trust

432 hedge funds and large institutions have $7.65B invested in Federal Realty Investment Trust in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 185 increasing their positions, 125 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
6.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
185
Reduced
125
Closed
36
Calls
$8.12M
Puts
$10.9M
Net Calls
-$2.73M
Net Calls Change
-$4.44M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
401
Concourse Financial Group Securities
Alabama
$3.2K
LC
402
Lindbrook Capital
California
$2.97K
CWC
403
Carolinas Wealth Consulting
North Carolina
$2.79K +$1.19K +12 +75%
YDMI
404
Y.D. More Investments
Israel
$2.57K +$988 +10 +63%
ZB
405
Zions Bancorporation
Utah
$2.37K
IFAM
406
Institutional & Family Asset Management
Colorado
$2.17K +$2.17K +22 New
SIS
407
Sound Income Strategies
Florida
$1.98K
CWA
408
Clearview Wealth Advisors
Oregon
$1.97K
IHWM
409
Iron Horse Wealth Management
Iowa
$1.88K +$1.88K +19 New
WTA
410
Washington Trust Advisors
Massachusetts
$1.78K
BFPW
411
BOK Financial Private Wealth
Colorado
$1.78K +$1.78K +18 New
TWA
412
TCI Wealth Advisors
Arizona
$1.68K
MA
413
MCF Advisors
Kentucky
$1.58K
KA
414
Kozak & Associates
Colorado
$1.48K
VCM
415
Versant Capital Management
Arizona
$1.36K
SIA
416
SkyView Investment Advisors
New Jersey
$1K +$1K +7 New
RI
417
Ridgewood Investments
New Jersey
$852 +$852 +9 New
HIA
418
Harbor Investment Advisory
Maryland
$791
TFM
419
TFC Financial Management
Massachusetts
$791
GEA
420
Glen Eagle Advisors
New Jersey
$692 -$1.38K -14 -67%
EBA
421
Eagle Bay Advisors
New York
$692
Commonwealth Equity Services
422
Commonwealth Equity Services
Massachusetts
$646 +$6 +57 +0.9%
GFWA
423
Grey Fox Wealth Advisors
Delaware
$593 +$593 +6 New
UFF
424
USA Financial Formulas
Michigan
$593 +$593 +6 New
CFO
425
CVA Family Office
Colorado
$494 -$16.3K -165 -97%