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Federal Realty Investment Trust
FRT

Overview Fund Activity

413 hedge funds and large institutions have $7.63B invested in Federal Realty Investment Trust in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 128 reducing their positions, and 48 closing their positions.

Holders
413
Holders Change
-19
Holders Change %
-4.4%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
176
Reduced
128
Closed
48
Calls
$9.31M
Puts
$12.3M
Net Calls
-$2.96M
Net Calls Change
-$228K

Top Buyers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$61.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$407M
3
BlackRock
3
BlackRock
New York
$783M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$64.9M
5
State Street
5
State Street
Massachusetts
$943M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$694K
2
WCP
2
Waterfront Capital Partners
New York
$0
3
SO
3
STRS Ohio
Ohio
$7.41M
4
Bank of America
4
Bank of America
North Carolina
$11.2M
5
GA
5
GRS Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
YCM
76
Yousif Capital Management
Michigan
$7.42M 76,625 +1,515 +2%
SO
77
STRS Ohio
Ohio
$7.41M 76,581 -224,314 -75%
LM
78
Lincluden Management
Ontario, Canada
$6.94M 71,736 +11,799 +20%
JCM
79
Janney Capital Management
Pennsylvania
$6.65M 68,685 +111 +0.2%
Stifel Financial
80
Stifel Financial
Missouri
$6.02M 62,185 +6,272 +11%
State of Wisconsin Investment Board
81
State of Wisconsin Investment Board
Wisconsin
$6M 61,992 -1,007 -2%
Retirement Systems of Alabama
82
Retirement Systems of Alabama
Alabama
$5.93M 61,295 -4,833 -7%
MCM
83
Mattern Capital Management
Colorado
$5.69M 58,823 +2,613 +5%
VRS
84
Virginia Retirement Systems
Virginia
$5.36M 55,400 -2,300 -4%
CIMLRA
85
CBRE Investment Management Listed Real Assets
Pennsylvania
$5.32M 54,929 – –
DSA
86
Davis Selected Advisers
Arizona
$5.08M 52,500 +1,130 +2%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.05M 52,179 -1,027 -2%
AQR Capital Management
88
AQR Capital Management
Connecticut
$4.94M 51,047 +20,517 +67%
Osaic Holdings
89
Osaic Holdings
Arizona
$4.89M 50,389 +10,578 +27%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$4.82M 49,821 +11,500 +30%
ERSOT
91
Employees Retirement System of Texas
Texas
$4.65M 48,000 -12,000 -20%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$4.59M 47,473 -4,032 -8%
LPL Financial
93
LPL Financial
California
$4.58M 47,290 -996 -2%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$4.57M 47,267 -4,633 -9%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$4.44M 45,920 +13,876 +43%
Teacher Retirement System of Texas
96
Teacher Retirement System of Texas
Texas
$4.21M 43,455 -1,775 -4%
Royal London Asset Management
97
Royal London Asset Management
United Kingdom
$4.2M 43,380 +7,523 +21%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$4.15M 42,930 -429 -1%
XWM
99
Xcel Wealth Management
Florida
$4.07M 42,087 +1,610 +4%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$3.99M 41,215 +5,334 +15%
2 3
4
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