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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
$70.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$65.9M
3
UBS AM
UBS AM
Illinois
$69.5M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$86.4M
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
$0
2
RIM
Rush Island Management
New York
$116M
3
WCP
Waterfront Capital Partners
New York
$9.6M
4
Legal & General Group
Legal & General Group
United Kingdom
$83.2M
5
Millennium Management
Millennium Management
New York
$34.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
426
Harbour Investments
Wisconsin
$30.1K +$345 +3 +1%
PFBT
427
Parkside Financial Bank & Trust
Missouri
$28.6K -$15.5K -135 -35%
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$28.1K +$18.7K +163 +201%
MA
429
Montag & Associates
Georgia
$27.6K – – –
NS
430
NBC Securities
Alabama
$27K +$12.1K +107 +82%
LFG
431
Larson Financial Group
Missouri
$23.5K +$575 +5 +3%
CA
432
Clearstead Advisors
Ohio
$23K – – –
Cohen & Steers
433
Cohen & Steers
New York
$22K -$4.15K -36 -16%
CH
434
Cromwell Holdings
Wyoming
$18.2K – – –
Federated Hermes
435
Federated Hermes
Pennsylvania
$17.6K +$1.73K +15 +11%
AAP
436
Arax Advisory Partners
Colorado
$17.2K -$2.88K -25 -14%
ST
437
Smithfield Trust
Pennsylvania
$17K – – –
VWM
438
Venturi Wealth Management
Texas
$15.6K – – –
QC
439
Quent Capital
New York
$15.2K – – –
CA
440
CoreCap Advisors
Michigan
$14.7K +$14.7K +128 New
DWS
441
Dynamic Wealth Strategies
California
$14K +$7.73K +69 +123%
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$13.9K +$3.91K +34 +39%
AssetMark Inc
443
AssetMark Inc
California
$13.8K -$2.53K -22 -15%
SIC
444
SJS Investment Consulting
Ohio
$13.1K – – –
AP
445
Aspect Partners
Virginia
$13K -$1.27K -11 -9%
MSWM
446
Mowery & Schoenfeld Wealth Management
Illinois
$12.6K +$12.6K +110 New
HNB
447
Huntington National Bank
Ohio
$12.4K -$1.38K -12 -10%
SWM
448
Spire Wealth Management
Virginia
$12.1K +$1.38K +12 +13%
BBHC
449
Brown Brothers Harriman & Co
New York
$11.5K – – –
BAM
450
Byrne Asset Management
New Jersey
$11.5K – – –
16 17
18
19 20