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Federal Realty Investment Trust
FRT

Overview Fund Activity

445 hedge funds and large institutions have $8.11B invested in Federal Realty Investment Trust in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 171 increasing their positions, 157 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
42
Increased
171
Reduced
157
Closed
43
Calls
$17.1M
Puts
$7.02M
Net Calls
+$10.1M
Net Calls Change
+$2.24M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$518M
2
RIM
Rush Island Management
New York
$132M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$194M
4
RC
Resolution Capital
Australia
$363M
5
WCP
Waterfront Capital Partners
New York
$47M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$3.13M
2
Morgan Stanley
Morgan Stanley
New York
$91M
3
State Street
State Street
Massachusetts
$658M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$476K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
201
Pathstone Holdings
New Jersey
$822K +$122K +1,188 +17%
AIP
202
Ameritas Investment Partners
Nebraska
$808K – – –
FNFDCM
203
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$806K -$8.68K -85 -1%
JIC
204
Joel Isaacson & Co
New York
$805K – – –
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$797K -$15.2K -149 -2%
ICA
206
Infrastructure Capital Advisors
New York
$786K +$585K +5,732 +291%
FPCP
207
Fort Point Capital Partners
California
$785K – – –
IAA
208
Independent Advisor Alliance
North Carolina
$770K -$44K -431 -5%
FNT
209
First National Trust
Pennsylvania
$758K – – –
AI
210
AXS Investments
New York
$756K +$756K +7,406 New
BHBT
211
Burke & Herbert Bank & Trust
Virginia
$749K – – –
JWM
212
Jeppson Wealth Management
California
$722K +$2.55K +25 +0.4%
X
213
Xponance
Pennsylvania
$697K -$267K -2,615 -28%
NW
214
NewEdge Wealth
Pennsylvania
$693K +$20.9K +199 +3%
Creative Planning
215
Creative Planning
Kansas
$693K +$1.53K +15 +0.2%
MGP
216
Metis Global Partners
California
$663K +$28.3K +277 +4%
SFI
217
Susquehanna Fundamental Investments
Pennsylvania
$657K +$657K +6,437 New
CIP
218
Chartwell Investment Partners
Pennsylvania
$651K -$662K -6,485 -50%
EI
219
Ethic Inc
New York
$641K +$19.7K +193 +3%
OPERF
220
Oregon Public Employees Retirement Fund
Oregon
$638K +$51.1K +500 +9%
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$635K +$88.3K +865 +16%
PI
222
PFG Investments
New York
$619K -$25.2K -247 -4%
NB
223
Norinchukin Bank
Japan
$619K -$7.66K -75 -1%
TRSOTSOK
224
Teachers Retirement System of the State of Kentucky
Kentucky
$609K -$34.1K -334 -5%
ET
225
Entropy Technologies
New York
$602K +$602K +5,899 New
7 8
9
10 11