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Federal Realty Investment Trust
FRT

Overview Fund Activity

399 hedge funds and large institutions have $7.18B invested in Federal Realty Investment Trust in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 131 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+4
Holders Change %
+1.01%
% of All Funds
6.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
66
Increased
142
Reduced
131
Closed
56
Calls
$6.43M
Puts
$5.4M
Net Calls
+$1.02M
Net Calls Change
-$1.4M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$77.8M
2
State Street
State Street
Massachusetts
+$62.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$35.5M
4
CIM
Centersquare Investment Management
Pennsylvania
+$32.5M
5
Morgan Stanley
Morgan Stanley
New York
+$24.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$53M
2
N
Natixis
France
-$48.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$44.3M
4
ACM
AEW Capital Management
Massachusetts
-$40M
5
Prudential Financial
Prudential Financial
New Jersey
-$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWM
426
Financial Network Wealth Management
Utah
– -$244K -2,000 Closed
SFA
427
Sequoia Financial Advisors
Ohio
– -$244K -2,000 Closed
PI
428
Putnam Investments
Massachusetts
– -$224K -1,837 Closed
PA
429
Profund Advisors
Maryland
– -$220K -1,804 Closed
CCM
430
Coldstream Capital Management
Washington
– -$214K -1,749 Closed
PFO
431
Pathstone Family Office
New Jersey
– -$214K -1,738 Closed
SIC
432
Samalin Investment Counsel
New York
– -$209K -1,712 Closed
BWM
433
Blossom Wealth Management
California
– -$203K -1,660 Closed
XWM
434
Xcel Wealth Management
Florida
– -$201K -1,650 Closed
DC
435
Davenport & Co
Virginia
– -$201K -1,647 Closed
DWM
436
Dorchester Wealth Management
Quebec, Canada
– -$225K -1,475 Closed
Capstone Investment Advisors
437
Capstone Investment Advisors
New York
– -$171K -1,399 Closed
BAM
438
Belpointe Asset Management
Nevada
– -$132K -1,089 Closed
FRA
439
Front Row Advisors
California
– -$123K -1,000 Closed
3F
440
360 Financial
Minnesota
– -$14K -112 Closed
BFC
441
Bedel Financial Consulting
Indiana
– -$12K -100 Closed
ADL
442
Asset Dedication LLC
California
– -$11K -92 Closed
SW
443
SVB Wealth
Massachusetts
– -$9K -79 Closed
EAM
444
Evanson Asset Management
California
– -$8K -66 Closed
SLWA
445
San Luis Wealth Advisors
California
– -$9K -64 Closed
T
446
TCWP
Ohio
– -$7K -63 Closed
AA
447
Ancora Advisors
Ohio
– -$7K -60 Closed
TFO
448
Tarbox Family Office
California
– -$3K -25 Closed
AssetMark Inc
449
AssetMark Inc
California
– -$3K -23 Closed
CFD
450
Creative Financial Designs
Indiana
– -$3K -21 Closed
15 16 17
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