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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 %
UB
476
UMB Bank
Missouri
$2.53K – – –
SL
477
Salomon & Ludwin
Virginia
$2.41K +$2.41K +21 New
SIS
478
Sound Income Strategies
Florida
$2.3K – – –
MCM
479
Manchester Capital Management
Vermont
$2.19K – – –
IHWM
480
Iron Horse Wealth Management
Iowa
$2.18K – – –
CA
481
Continuum Advisory
Idaho
$1.93K +$1.02K +9 +113%
CWC
482
Carolinas Wealth Consulting
North Carolina
$1.84K – – –
MA
483
MCF Advisors
Kentucky
$1.84K – – –
GBT
484
Grove Bank & Trust
Florida
$1.84K +$1.84K +16 New
GWM
485
Geneos Wealth Management
Colorado
$1.84K +$1.84K +16 New
KA
486
Kozak & Associates
Colorado
$1.8K – – –
GSEP
487
Golden State Equity Partners
California
$1.38K +$1.38K +12 New
LI
488
LRI Investments
Florida
$1.36K – – –
DF
489
Dunhill Financial
United Kingdom
$1.3K +$589 +5 +83%
LIS
490
Legacy Investment Solutions
Idaho
$1.14K +$1.14K +10 New
LWMI
491
Legacy Wealth Management (Idaho)
Idaho
$1.14K +$1.14K +10 New
TFM
492
TFC Financial Management
Massachusetts
$1.04K – – –
HWM
493
Hemington Wealth Management
Virginia
$1K +$1K +15 New
RI
494
Ridgewood Investments
New Jersey
$920 -$115 -1 -11%
RCM
495
Raleigh Capital Management
North Carolina
$575 – – –
CJ
496
Caitlin John
Michigan
$517 -$1.14K -11 -69%
TCM
497
Tradewinds Capital Management
Washington
$345 – – –
WA
498
WestEnd Advisors
North Carolina
$115 +$115 +1 New
FPFS
499
First Personal Financial Services
North Carolina
$115 +$115 +1 New
Norges Bank
500
Norges Bank
Norway
– -$730M -7,228,715 Closed
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