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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 %
GKIM
401
GW&K Investment Management
Massachusetts
$8K – – –
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$7.76K +$7.76K +77 New
AAP
403
Arax Advisory Partners
Colorado
$7.72K +$1.12K +11 +17%
Jones Financial Companies
404
Jones Financial Companies
Missouri
$7.15K +$7.15K +70 New
FFL
405
Financial Freedom LLC
Ohio
$6.37K – – –
LC
406
Lindbrook Capital
California
$6.13K – – –
DWS
407
Dynamic Wealth Strategies
California
$6K -$2.36K -22 -28%
BIA
408
Bell Investment Advisors
California
$5.92K – – –
AssetMark Inc
409
AssetMark Inc
California
$5.72K -$115K -1,128 -95%
AWM
410
Atticus Wealth Management
Florida
$5.11K – – –
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
CA
412
Crewe Advisors
Utah
$4.19K +$4.19K +41 New
BTI
413
Blue Trust Inc
Georgia
$3.57K -$6.03K -59 -63%
ZB
414
Zions Bancorporation
Utah
$3.37K – – –
PTC
415
Private Trust Company
Ohio
$3.27K -$715 -7 -18%
CSB
416
City State Bank
Iowa
$3K – – –
AF
417
Advisornet Financial
Minnesota
$2.86K -$14.2K -139 -83%
WTC
418
WhitTier Trust Company
Nevada
$2.66K +$1.43K +14 +117%
National Bank of Canada
419
National Bank of Canada
Quebec, Canada
$2.54K – – –
SIS
420
Sound Income Strategies
Florida
$2.04K – – –
MCM
421
Manchester Capital Management
Vermont
$1.94K +$1.84K +18 +1,800%
IHWM
422
Iron Horse Wealth Management
Iowa
$1.94K – – –
CWC
423
Carolinas Wealth Consulting
North Carolina
$1.65K – – –
MA
424
MCF Advisors
Kentucky
$1.63K – – –
KA
425
Kozak & Associates
Colorado
$1.58K +$99 +1 +7%
15 16
17
18 19