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Federal Realty Investment Trust
FRT

Overview Fund Activity

412 hedge funds and large institutions have $7.13B invested in Federal Realty Investment Trust in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
45
Increased
157
Reduced
136
Closed
42
Calls
$10.8M
Puts
$4.47M
Net Calls
+$6.36M
Net Calls Change
+$9.32M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$80.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$428M
3
PI
PGGM Investments
Netherlands
$54.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$84.1M
5
Millennium Management
Millennium Management
New York
$18.6M

Top Sellers

1
State Street
State Street
Massachusetts
$620M
2
RC
Resolution Capital
Australia
$264M
3
BlackRock
BlackRock
New York
$720M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.14B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
201
Rafferty Asset Management
New York
$743K +$34K +375 +5%
FNFDCM
202
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$739K -$12.1K -134 -2%
AIP
203
Ameritas Investment Partners
Nebraska
$731K -$399K -4,400 -35%
JIC
204
Joel Isaacson & Co
New York
$715K – – –
Public Sector Pension Investment Board (PSP Investments)
205
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$710K +$77.6K +856 +12%
OTL
206
Oak Thistle LLC
New York
$702K +$702K +7,745 New
PI
207
PFG Investments
New York
$699K -$2.36K -26 -0.3%
FPCP
208
Fort Point Capital Partners
California
$696K – – –
FNT
209
First National Trust
Pennsylvania
$673K – – –
BHBT
210
Burke & Herbert Bank & Trust
Virginia
$665K – – –
Brown Advisory
211
Brown Advisory
Maryland
$655K +$18.9K +209 +3%
JC
212
JB Capital
Connecticut
$619K +$144K +1,593 +30%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$603K -$45.5K -502 -7%
NB
214
Norinchukin Bank
Japan
$601K -$375K -4,134 -38%
YIH
215
Y-Intercept (HK)
Hong Kong
$598K +$598K +6,595 New
LMIM
216
Lockheed Martin Investment Management
Maryland
$595K – – –
GLA
217
Great Lakes Advisors
Illinois
$580K -$37.8K -417 -6%
OIAM
218
OFI Invest Asset Management
France
$576K -$38.2K -446 -6%
XT
219
XTX Topco
Cayman Islands
$573K +$284K +3,131 +98%
TRSOTSOK
220
Teachers Retirement System of the State of Kentucky
Kentucky
$570K – – –
Mariner
221
Mariner
Kansas
$568K +$12.1K +134 +2%
MSRPS
222
Maryland State Retirement & Pension System
Maryland
$564K – – –
PFS
223
Prospera Financial Services
Texas
$552K +$127K +1,401 +30%
TCBWMS
224
Texas Capital Bank Wealth Management Services
Texas
$548K +$548K +6,045 New
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$542K -$32K -353 -6%
7 8
9
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