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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$425M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$41.7M
4
Northern Trust
Northern Trust
Illinois
$77.6M
5
Barclays
Barclays
United Kingdom
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
201
Cetera Advisor Networks
California
$962K +$48.1K +467 +5%
LAM
202
LECAP Asset Management
United Kingdom
$959K +$959K +9,302 New
NAM
203
Nissay Asset Management
Japan
$917K +$13.1K +127 +1%
PMEF
204
Point72 Middle East FZE
United Arab Emirates
$889K -$800K -7,762 -47%
Allspring Global Investments
205
Allspring Global Investments
North Carolina
$887K -$234K -2,271 -21%
JC
206
JB Capital
Connecticut
$868K +$165K +1,597 +23%
O
207
Ossiam
France
$842K -$371K -3,599 -31%
FNFDCM
208
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$823K -$17.8K -173 -2%
IAA
209
Independent Advisor Alliance
North Carolina
$822K -$265K -2,572 -24%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$820K -$52.9K -513 -6%
AIP
211
Ameritas Investment Partners
Nebraska
$816K -$16K -155 -2%
JIC
212
Joel Isaacson & Co
New York
$813K – – –
GLA
213
Great Lakes Advisors
Illinois
$798K +$139K +1,346 +21%
FPCP
214
Fort Point Capital Partners
California
$792K – – –
Truist Financial
215
Truist Financial
North Carolina
$788K -$64.6K -627 -8%
FNT
216
First National Trust
Pennsylvania
$765K – – –
BHBT
217
Burke & Herbert Bank & Trust
Virginia
$756K – – –
JWM
218
Jeppson Wealth Management
California
$726K +$476K +4,617 +190%
Pathstone Holdings
219
Pathstone Holdings
New Jersey
$706K +$706K +6,830 New
Creative Planning
220
Creative Planning
Kansas
$697K +$156K +1,512 +29%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$677K +$177K +1,721 +35%
NW
222
NewEdge Wealth
Pennsylvania
$660K -$258K -2,502 -28%
PI
223
PFG Investments
New York
$650K -$145K -1,408 -18%
TRSOTSOK
224
Teachers Retirement System of the State of Kentucky
Kentucky
$649K – – –
BC
225
Bridgefront Capital
Texas
$644K +$644K +6,253 New
7 8
9
10 11