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Federal Realty Investment Trust
FRT

Overview Fund Activity

448 hedge funds and large institutions have $8.12B invested in Federal Realty Investment Trust in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+36
Holders Change %
+8.74%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
77
Increased
152
Reduced
155
Closed
34
Calls
$14.7M
Puts
$6.79M
Net Calls
+$7.86M
Net Calls Change
+$1.5M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$119M
2
Morgan Stanley
2
Morgan Stanley
New York
$196M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$140M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$29.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$39.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$248M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$425M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$41.7M
4
Northern Trust
4
Northern Trust
Illinois
$77.6M
5
Barclays
5
Barclays
United Kingdom
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VLKIM
76
Van Lanschot Kempen Investment Management
Netherlands
$9.52M +$6.72M +65,200 +240%
State of New Jersey Common Pension Fund D
77
State of New Jersey Common Pension Fund D
New Jersey
$9.51M – – –
GC
78
Guggenheim Capital
Illinois
$9.27M +$391K +3,798 +4%
Principal Financial Group
79
Principal Financial Group
Iowa
$8.75M -$2.9M -28,110 -25%
CRC
80
Curi RMB Capital
Illinois
$8.67M +$519K +5,036 +6%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$8.38M +$103 +1 +0%
WHG
82
Westwood Holdings Group
Texas
$8.28M +$2.56M +24,846 +45%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$8.21M -$422K -4,096 -5%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$8.16M -$841K -8,165 -9%
BNP Paribas Asset Management
85
BNP Paribas Asset Management
France
$8.16M +$1.03M +9,975 +14%
AQR Capital Management
86
AQR Capital Management
Connecticut
$8.09M +$2.51M +24,325 +45%
YCM
87
Yousif Capital Management
Michigan
$7.77M -$231K -2,244 -3%
Amundi
88
Amundi
France
$7.71M -$2.54M -24,804 -25%
Ameriprise
89
Ameriprise
Minnesota
$7.42M -$9.05M -96,712 -55%
ERSOT
90
Employees Retirement System of Texas
Texas
$7.11M +$3.4M +33,000 +92%
JCM
91
Janney Capital Management
Pennsylvania
$7.07M +$1.44K +14 +0%
MCM
92
Mattern Capital Management
Colorado
$6.86M +$426K +4,135 +7%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$6.8M +$1.28M +12,409 +23%
LM
94
Lincluden Management
Ontario, Canada
$6.64M -$48.9K -475 -0.7%
Squarepoint
95
Squarepoint
New York
$6.42M +$1.64M +15,941 +34%
DSA
96
Davis Selected Advisers
Arizona
$6.42M +$833K +8,080 +15%
Stifel Financial
97
Stifel Financial
Missouri
$6.26M -$311K -3,014 -5%
Retirement Systems of Alabama
98
Retirement Systems of Alabama
Alabama
$6.25M -$41.1K -399 -0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
99
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.21M +$3.63M +35,270 +141%
Fisher Asset Management
100
Fisher Asset Management
Washington
$5.8M -$1.68M -16,324 -22%
2 3
4
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