FRT icon

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
+$65.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.3M
3
UBS AM
UBS AM
Illinois
+$57M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$45.7M
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
-$244M
2
RIM
Rush Island Management
New York
-$69.2M
3
WCP
Waterfront Capital Partners
New York
-$32.3M
4
Legal & General Group
Legal & General Group
United Kingdom
-$25.3M
5
Millennium Management
Millennium Management
New York
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
401
Bessemer Group
New Jersey
$78K +$6.85K +59 +10%
HFM
402
Harvest Fund Management
China
$74K -$28.7K -248 -28%
WTC
403
WhitTier Trust Company
Nevada
$71.1K +$68.3K +594 +2,475%
FFA
404
Farther Finance Advisors
California
$66.2K -$3.91K -34 -6%
Optiver Holding
405
Optiver Holding
Netherlands
$64.2K +$64.2K +558 New
EWA
406
EverSource Wealth Advisors
Alabama
$62.7K – – –
DAM
407
Delta Asset Management
Tennessee
$60.4K – – –
BCWM
408
Bartlett & Co Wealth Management
Ohio
$57.5K – – –
AT
409
Avalon Trust
New Mexico
$57.5K – – –
JFGIW
410
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.9K +$56.9K +495 New
EB
411
Eastern Bank
Massachusetts
$51.7K +$51.7K +450 New
SAM
412
Smartleaf Asset Management
Massachusetts
$50.8K +$31.7K +277 +166%
IA
413
IFP Advisors
Florida
$48.8K -$127K -1,106 -72%
SWM
414
Sugarloaf Wealth Management
Georgia
$48.6K – – –
RFS
415
Richardson Financial Services
Massachusetts
$48.5K – – –
RIL
416
Rothschild Investment LLC
Illinois
$47.6K – – –
CAM
417
Clarity Asset Management
Iowa
$46.6K +$230 +2 +0.5%
DI
418
DAGCO Inc
Ohio
$40.2K – – –
PA
419
Parallel Advisors
California
$39.6K +$21.8K +190 +123%
TFA
420
Toth Financial Advisory
Virginia
$37.5K +$576 +5 +2%
SIM
421
Sentry Investment Management
Wisconsin
$37K – – –
BIG
422
Brooklyn Investment Group
New York
$35.5K +$35.5K +309 New
HNB
423
Hilltop National Bank
Wyoming
$34.5K – – –
MRCM
424
M&R Capital Management
New Jersey
$31K – – –
AIM
425
Anchor Investment Management
South Carolina
$31K – – –
15 16
17
18 19