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Federal Realty Investment Trust
FRT

Overview Fund Activity

486 hedge funds and large institutions have $9.52B invested in Federal Realty Investment Trust in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 204 increasing their positions, 143 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
-14
Holders Change %
-2.8%
% of All Funds
6.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
65
Increased
204
Reduced
143
Closed
72
Calls
$18M
Puts
$5.03M
Net Calls
+$13M
Net Calls Change
-$1.95M

Top Buyers

1
CIM
Centersquare Investment Management
Pennsylvania
$117M
2
Invesco
Invesco
Georgia
$342M
3
Northern Trust
Northern Trust
Illinois
$138M
4
RC
Resolution Capital
Australia
$394M
5
BlackRock
BlackRock
New York
$985M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$516M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Wellington Management Group
Wellington Management Group
Massachusetts
$202K
4
Macquarie Group
Macquarie Group
Australia
$4.88M
5
Morgan Stanley
Morgan Stanley
New York
$94.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
201
ABC Arbitrage
France
$1.36M +$1.36M +12,191 New
KNW
202
Kesler Norman & Wride
Utah
$1.34M +$123K +1,095 +10%
IMRF
203
Illinois Municipal Retirement Fund
Illinois
$1.33M +$379K +3,387 +40%
PI
204
PGGM Investments
Netherlands
$1.29M – – –
MWM
205
Meridian Wealth Management
Kentucky
$1.29M – – –
Nomura Holdings
206
Nomura Holdings
Japan
$1.28M +$1.28M +11,397 New
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$1.25M +$44.7K +399 +4%
LIM
208
Loudon Investment Management
New Hampshire
$1.24M -$76.7K -685 -6%
Creative Planning
209
Creative Planning
Kansas
$1.21M +$341K +3,046 +39%
FFP
210
FourThought Financial Partners
Florida
$1.21M -$42.5K -380 -3%
EP
211
Edgestream Partners
New Jersey
$1.2M -$1.25M -11,125 -51%
NAM
212
Nissay Asset Management
Japan
$1.2M +$46.7K +419 +4%
LIG
213
Lokken Investment Group
Delaware
$1.14M +$56.8K +507 +5%
Allspring Global Investments
214
Allspring Global Investments
North Carolina
$1.14M -$9.91K -91 -0.9%
MGP
215
Metis Global Partners
California
$1.13M +$103K +921 +10%
SF
216
Summit Financial
New Jersey
$1.13M +$1.13M +10,059 New
Rafferty Asset Management
217
Rafferty Asset Management
New York
$1.13M -$71.4K -638 -6%
M&T Bank
218
M&T Bank
New York
$1.09M -$7.28K -65 -0.7%
SOAMC
219
Spirit of America Management Corp
New York
$1.09M – – –
MOACM
220
Mutual of America Capital Management
New York
$1.03M -$11.6K -104 -1%
NAAA
221
New Age Alpha Advisors
New York
$974K +$974K +8,702 New
Pathstone Holdings
222
Pathstone Holdings
New Jersey
$952K -$4.48K -40 -0.5%
SFSG
223
Sound Financial Strategies Group
Mississippi
$888K +$888K +7,928 New
AIP
224
Ameritas Investment Partners
Nebraska
$886K – – –
JIC
225
Joel Isaacson & Co
New York
$883K – – –
7 8
9
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