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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 %
PK
451
Pflug Koory
Nebraska
$11.5K +$11.5K +100 New
GKIM
452
GW&K Investment Management
Massachusetts
$11K – – –
ADL
453
Asset Dedication LLC
California
$10.6K -$1.73K -15 -14%
MCM
454
MV Capital Management
Maryland
$10.2K – – –
TPCW
455
TD Private Client Wealth
New York
$10.1K +$2.3K +20 +29%
PA
456
PSI Advisors
Florida
$10K – – –
BWP
457
Baldwin Wealth Partners
Massachusetts
$8.97K +$8.97K +78 New
BIA
458
Bell Investment Advisors
California
$8.51K -$575 -5 -6%
VCM
459
Versant Capital Management
Arizona
$7.93K -$575 -5 -7%
MAM
460
Meeder Asset Management
Ohio
$7.59K +$920 +8 +14%
FFL
461
Financial Freedom LLC
Ohio
$7.32K +$114 +1 +2%
JFA
462
JNBA Financial Advisors
Minnesota
$6.78K +$6.78K +59 New
EC
463
Elequin Capital
New York
$6.78K +$6.78K +59 New
WSFS
464
Wilmington Savings Fund Society
Delaware
$6.32K +$6.32K +55 New
AWM
465
Atticus Wealth Management
Florida
$5.75K – – –
LC
466
Lindbrook Capital
California
$5.75K – – –
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$5.63K – – –
ATS
468
Ashton Thomas Securities
New York
$5.29K +$5.29K +46 New
CA
469
Crewe Advisors
Utah
$4.83K +$115 +1 +2%
CPA
470
Capital Performance Advisors
California
$4.48K +$4.48K +39 New
ZB
471
Zions Bancorporation
Utah
$3.79K – – –
PTC
472
Private Trust Company
Ohio
$3.68K – – –
CSB
473
City State Bank
Iowa
$3.33K – – –
AF
474
Advisornet Financial
Minnesota
$3.22K – – –
C
475
Covestor
United Kingdom
$3K +$1.56K +13 +108%
17 18
19
20 21