FRT icon

Federal Realty Investment Trust
FRT

Overview Fund Activity

339 hedge funds and large institutions have $7.53B invested in Federal Realty Investment Trust in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-70
Holders Change %
-17.11%
% of All Funds
5.24%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
118
Reduced
113
Closed
117
Calls
$8.41M
Puts
$9.67M
Net Calls
-$1.25M
Net Calls Change
-$984K

Top Buyers

1
ZP
Zimmer Partners
New York
$112M
2
BlackRock
BlackRock
New York
$1.03B
3
State Street
State Street
Massachusetts
$1.03B
4
UIC
Uniplan Investment Counsel
Wisconsin
$23.6M
5
Renaissance Technologies
Renaissance Technologies
New York
$36.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$0
2
Cohen & Steers
Cohen & Steers
New York
$0
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$4.78M
4
HRES
Heitman Real Estate Securities
Illinois
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$573M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
426
Arkadios Wealth Advisors
Georgia
– -$64K -550 Closed
CHA
427
Carmichael Hill & Associates
Maryland
– -$57K -487 Closed
HI
428
Harbour Investments
Wisconsin
– -$48K -409 Closed
AIL
429
AGF Investments LLC
Ontario, Canada
– -$35K -300 Closed
BC
430
Bartlett & Co
Ohio
– -$35K -300 Closed
BCWM
431
Bartlett & Co Wealth Management
Ohio
– -$35.7K -300 Closed
MA
432
Montag & Associates
Georgia
– -$28K -240 Closed
PFBT
433
Parkside Financial Bank & Trust
Missouri
– -$25K -211 Closed
OSAM
434
O'Shaughnessy Asset Management
Connecticut
– -$18K -153 Closed
GWS
435
Glassman Wealth Services
Virginia
– -$18K -151 Closed
CI
436
CX Institutional
Indiana
– -$17K -141 Closed
EDRH
437
Edmond de Rothschild Holding
Switzerland
– -$13K -110 Closed
GRP
438
Global Retirement Partners
California
– -$12K -104 Closed
VNA
439
Valley National Advisers
Pennsylvania
– -$12K -100 Closed
FCFS
440
First Command Financial Services
Texas
– -$11K -95 Closed
BWM
441
BerganKDV Wealth Management
Minnesota
– -$11K -94 Closed
ADL
442
Asset Dedication LLC
California
– -$11K -92 Closed
EWA
443
Evolution Wealth Advisors
Florida
– -$9K -75 Closed
SAI
444
Systematic Alpha Investments
New Jersey
– -$9K -74 Closed
SCA
445
Stonebridge Capital Advisors
Minnesota
– -$8K -66 Closed
MA
446
MUFG Americas
New York
– -$6K -52 Closed
BIA
447
Bell Investment Advisors
California
– -$5K -41 Closed
PPWM
448
PFG Private Wealth Management
Florida
– -$3K -29 Closed
CTC
449
Central Trust Company
Missouri
– -$3K -23 Closed
CWC
450
Carolinas Wealth Consulting
North Carolina
– -$2K -17 Closed
15 16 17
18
19