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Federal Realty Investment Trust
FRT

Overview Fund Activity

448 hedge funds and large institutions have $7.98B invested in Federal Realty Investment Trust in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 172 increasing their positions, 151 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
6.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
46
Increased
172
Reduced
151
Closed
34
Calls
$18.5M
Puts
$8.75M
Net Calls
+$9.78M
Net Calls Change
-$315K

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$118M
2
WHG
Westwood Holdings Group
Texas
$64.9M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$51.7M
4
RIM
Rush Island Management
New York
$162M
5
Millennium Management
Millennium Management
New York
$42M

Top Sellers

1
UBS AM
UBS AM
Illinois
$11M
2
RC
Resolution Capital
Australia
$296M
3
PI
PGGM Investments
Netherlands
$1.17M
4
AAMU
APG Asset Management US
New York
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$476M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
401
Spire Wealth Management
Virginia
$9.39K -$103K -1,017 -92%
GKIM
402
GW&K Investment Management
Massachusetts
$9K +$968 +10 +12%
MCM
403
MV Capital Management
Maryland
$8.99K – – –
PA
404
PSI Advisors
Florida
$8.79K -$12K -119 -58%
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$8.78K – – –
CIBC Private Wealth Group
406
CIBC Private Wealth Group
Georgia
$8.15K +$402 +4 +5%
BIA
407
Bell Investment Advisors
California
$7.98K +$2.12K +21 +36%
VCM
408
Versant Capital Management
Arizona
$7.47K +$6.16K +61 +469%
TPCW
409
TD Private Client Wealth
New York
$6.87K -$3.23K -32 -32%
FFL
410
Financial Freedom LLC
Ohio
$6.37K +$101 +1 +2%
DWS
411
Dynamic Wealth Strategies
California
$6K – – –
MAM
412
Meeder Asset Management
Ohio
$5.86K -$39.1K -387 -87%
LC
413
Lindbrook Capital
California
$5.05K -$1.01K -10 -17%
AWM
414
Atticus Wealth Management
Florida
$5.05K – – –
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$4.95K – – –
CA
416
Crewe Advisors
Utah
$4.14K – – –
ZB
417
Zions Bancorporation
Utah
$3.33K – – –
PTC
418
Private Trust Company
Ohio
$3.23K – – –
CSB
419
City State Bank
Iowa
$2.93K – – –
AF
420
Advisornet Financial
Minnesota
$2.83K – – –
National Bank of Canada
421
National Bank of Canada
Quebec, Canada
$2.5K – – –
WTC
422
WhitTier Trust Company
Nevada
$2.42K -$202 -2 -8%
UB
423
UMB Bank
Missouri
$2.22K +$1.11K +11 +100%
SIS
424
Sound Income Strategies
Florida
$2.02K – – –
MCM
425
Manchester Capital Management
Vermont
$1.92K – – –
15 16
17
18 19