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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$5.67M +$1.79M +17,005 +46%
LPL Financial
102
LPL Financial
California
$5.55M +$589K +5,719 +12%
MMA
103
Mizuho Markets Americas
New York
$5.32M +$2.11M +20,519 +66%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.16M +$169K +1,639 +3%
Aberdeen Group
105
Aberdeen Group
United Kingdom
$4.95M +$1.3M +12,600 +36%
SOADOR
106
State of Alaska Department of Revenue
Alaska
$4.77M -$119K -1,156 -2%
Renaissance Technologies
107
Renaissance Technologies
New York
$4.7M +$4.7M +45,600 New
Royal London Asset Management
108
Royal London Asset Management
United Kingdom
$4.53M – – –
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$4.4M -$631K -6,127 -13%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$4.33M -$12.2K -118 -0.3%
XWM
111
Xcel Wealth Management
Florida
$4.2M -$25.5K -247 -0.6%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$4.15M +$93.5K +907 +2%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$4.07M -$10K -97 -0.2%
First Trust Advisors
114
First Trust Advisors
Illinois
$3.95M +$3.02M +29,343 +325%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$3.92M +$1.68M +16,298 +75%
HighTower Advisors
116
HighTower Advisors
Illinois
$3.83M +$600K +5,832 +19%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$3.7M -$68.3K -663 -2%
CSS
118
Cubist Systematic Strategies
Connecticut
$3.33M -$2.49M -24,123 -43%
CWM
119
CIBC World Markets
New York
$3.29M +$2.87M +27,896 +689%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$3.23M -$2.14M -20,792 -40%
VanEck Associates
121
VanEck Associates
New York
$3.19M +$401K +3,892 +14%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$3.18M -$661K -6,415 -17%
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.17M +$1.65M +16,028 +109%
SPS
124
Susquehanna Portfolio Strategies
Pennsylvania
$3.16M +$3.16M +30,677 New
Pictet Asset Management
125
Pictet Asset Management
Switzerland
$3.08M -$15.8K -153 -0.5%
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