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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
+$96.6M
2
RIM
Rush Island Management
New York
+$56.9M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$56M
4
RC
Resolution Capital
Australia
+$49.7M
5
WCP
Waterfront Capital Partners
New York
+$47M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$114M
2
Morgan Stanley
Morgan Stanley
New York
-$103M
3
State Street
State Street
Massachusetts
-$51M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$41.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CJ
426
Caitlin John
Michigan
$1.57K – – –
VCM
427
Versant Capital Management
Arizona
$1.33K -$613 -6 -32%
LI
428
LRI Investments
Florida
$1.23K +$1.23K +12 New
UB
429
UMB Bank
Missouri
$1.12K +$306 +3 +38%
VNA
430
Valley National Advisers
Pennsylvania
$1K -$6.67K -100 -87%
C
431
Covestor
United Kingdom
$1K -$250 -3 -20%
AW
432
Avion Wealth
Texas
$1K – – –
TFM
433
TFC Financial Management
Massachusetts
$817 – – –
AWM
434
Avior Wealth Management
Nebraska
$816 +$816 +8 New
CA
435
Continuum Advisory
Idaho
$718 +$718 +7 New
DF
436
Dunhill Financial
United Kingdom
$610 +$102 +1 +20%
JPWM
437
Jamison Private Wealth Management
Georgia
$511 +$511 +5 New
RCM
438
Raleigh Capital Management
North Carolina
$511 +$511 +5 New
ECM
439
Everence Capital Management
Indiana
$454 – – –
TCM
440
Tradewinds Capital Management
Washington
$307 – – –
DWA
441
Delos Wealth Advisors
Texas
$307 +$307 +3 New
EC
442
EntryPoint Capital
New York
$204 – – –
CTA
443
Colonial Trust Advisors
South Carolina
$204 – – –
JWA
444
JFS Wealth Advisors
Pennsylvania
$103 -$412 -4 -80%
Group One Trading
445
Group One Trading
Illinois
$102 -$10.1K -99 -99%
Alyeska Investment Group
446
Alyeska Investment Group
Illinois
– -$41.7M -404,877 Closed
Qube Research & Technologies (QRT)
447
Qube Research & Technologies (QRT)
United Kingdom
– -$18.8M -182,768 Closed
Point72 Asset Management
448
Point72 Asset Management
Connecticut
– -$17M -165,107 Closed
Balyasny Asset Management
449
Balyasny Asset Management
Illinois
– -$14.9M -144,675 Closed
CSS
450
Cubist Systematic Strategies
Connecticut
– -$3.33M -32,354 Closed
16 17
18
19 20