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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 %
IHWM
426
Iron Horse Wealth Management
Iowa
$1.92K – – –
GIA
427
GHP Investment Advisors
Colorado
$1.82K +$1.82K +18 New
MA
428
MCF Advisors
Kentucky
$1.62K – – –
CWC
429
Carolinas Wealth Consulting
North Carolina
$1.62K – – –
CJ
430
Caitlin John
Michigan
$1.57K +$98 +1 +7%
KA
431
Kozak & Associates
Colorado
$1.56K – – –
LI
432
LRI Investments
Florida
$1.21K – – –
VNA
433
Valley National Advisers
Pennsylvania
$1K – – –
C
434
Covestor
United Kingdom
$1K – – –
TFM
435
TFC Financial Management
Massachusetts
$909 +$101 +1 +13%
RI
436
Ridgewood Investments
New Jersey
$871 +$871 +9 New
CA
437
Continuum Advisory
Idaho
$808 +$101 +1 +14%
FNWA
438
Financial Network Wealth Advisors
Utah
$808 +$808 +8 New
DF
439
Dunhill Financial
United Kingdom
$618 – – –
RCM
440
Raleigh Capital Management
North Carolina
$505 – – –
ECM
441
Everence Capital Management
Indiana
$464 – – –
TCM
442
Tradewinds Capital Management
Washington
$303 – – –
DWA
443
Delos Wealth Advisors
Texas
$303 – – –
Group One Trading
444
Group One Trading
Illinois
$101 – – –
HIA
445
Harbor Investment Advisory
Maryland
$101 +$101 +1 New
RWM
446
Ruedi Wealth Management
Illinois
$101 +$101 +1 New
AAMU
447
APG Asset Management US
New York
– -$47.4M -470,232 Closed
CCM
448
Cinctive Capital Management
New York
– -$7.36M -72,105 Closed
LPC
449
Long Pond Capital
New York
– -$6.13M -60,000 Closed
PRC
450
Pearl River Capital
Michigan
– -$2.17M -21,246 Closed
16 17
18
19 20