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Federal Realty Investment Trust
FRT

Overview Fund Activity

396 hedge funds and large institutions have $8.79B invested in Federal Realty Investment Trust in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 145 increasing their positions, 122 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+13
Holders Change %
+3.39%
% of All Funds
6.91%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
60
Increased
145
Reduced
122
Closed
44
Calls
$16.2M
Puts
$15.6M
Net Calls
+$589K
Net Calls Change
+$3.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$289M
2
RC
Resolution Capital
Australia
$315M
3
JG
Jefferies Group
New York
$55.3M
4
RIM
Rush Island Management
New York
$37.7M
5
Goldman Sachs
Goldman Sachs
New York
$39.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$76.3M
2
CIM
Centersquare Investment Management
Pennsylvania
$27.5M
3
First Trust Advisors
First Trust Advisors
Illinois
$3.34M
4
State Street
State Street
Massachusetts
$914M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$437M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
201
Sigma Planning Corp
Michigan
$823K +$354K +3,023 +76%
T
202
TOBAM
France
$794K -$27.5K -235 -3%
JPMPWA
203
J.P. Morgan Private Wealth Advisors
California
$782K -$241K -2,060 -24%
SMDAM
204
Sumitomo Mitsui DS Asset Management
Japan
$766K +$92.5K +790 +14%
NAM
205
Nissay Asset Management
Japan
$761K +$30.2K +258 +4%
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$738K +$10.1K +86 +1%
M&T Bank
207
M&T Bank
New York
$731K +$181K +1,549 +33%
RIM
208
Redpoint Investment Management
Australia
$714K +$43.7K +373 +7%
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$699K -$55.1K -471 -7%
SAM
210
Securian Asset Management
Minnesota
$699K +$12.2K +104 +2%
VPIM
211
Vanguard Personalized Indexing Management
California
$693K +$693K +5,914 New
IG
212
ING Group
Netherlands
$681K +$139K +1,187 +26%
AWM
213
AE Wealth Management
Kansas
$678K -$12.9K -110 -2%
BC
214
Bridgefront Capital
Texas
$672K -$273K -2,328 -29%
MSRPS
215
Maryland State Retirement & Pension System
Maryland
$670K – – –
ECM
216
Everence Capital Management
Indiana
$664K – – –
OPERF
217
Oregon Public Employees Retirement Fund
Oregon
$663K – – –
CAG
218
Csenge Advisory Group
Florida
$659K +$311K +2,635 +90%
EP
219
Eudaimonia Partners
Tennessee
$652K +$652K +5,563 New
MMG
220
Monetary Management Group
Missouri
$650K – – –
Rafferty Asset Management
221
Rafferty Asset Management
New York
$648K +$204K +1,741 +46%
CAN
222
Cetera Advisor Networks
California
$631K +$631K +5,385 New
Mackenzie Financial
223
Mackenzie Financial
Ontario, Canada
$630K -$263K -2,243 -29%
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$630K +$151K +1,291 +32%
MIM
225
Montgomery Investment Management
Maryland
$609K -$17.6K -150 -3%
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