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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.

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

Top Sellers

1
State Street
1
State Street
Massachusetts
$620M
2
RC
2
Resolution Capital
Australia
$264M
3
BlackRock
3
BlackRock
New York
$720M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.14B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B 12,625,697 -133,163 -1%
BlackRock
2
BlackRock
New York
$720M 7,943,357 -148,221 -2%
Norges Bank
3
Norges Bank
Norway
$654M 7,212,626 – –
State Street
4
State Street
Massachusetts
$620M 6,759,793 -2,881,151 -30%
Capital Research Global Investors
5
Capital Research Global Investors
California
$540M 5,960,304 +2,025 +0%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$428M 4,717,403 +509,909 +12%
RC
7
Resolution Capital
Australia
$264M 2,913,323 -497,594 -15%
Invesco
8
Invesco
Georgia
$173M 1,912,936 +16,714 +0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$162M 1,791,341 +30,983 +2%
ProShare Advisors
10
ProShare Advisors
Maryland
$160M 1,765,605 -12,108 -0.7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$102M 1,120,312 +2,602 +0.2%
Charles Schwab
12
Charles Schwab
California
$101M 1,114,841 +19,749 +2%
Northern Trust
13
Northern Trust
Illinois
$92.8M 1,024,458 +19,516 +2%
Morgan Stanley
14
Morgan Stanley
New York
$88.6M 978,009 +71,126 +8%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$84.1M 928,139 +293,792 +46%
Wells Fargo
16
Wells Fargo
California
$82.3M 908,070 +21,982 +2%
Legal & General Group
17
Legal & General Group
United Kingdom
$81.7M 901,819 -42,253 -4%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$80.3M 886,482 +886,482 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$64.2M 707,883 -464 -0.1%
RIM
20
Rush Island Management
New York
$63.4M 699,127 -115,275 -14%
CCMG
21
Clark Capital Management Group
Pennsylvania
$61.6M 679,975 +9,057 +1%
UBS AM
22
UBS AM
Illinois
$60.3M 665,270 +97,962 +17%
PI
23
PGGM Investments
Netherlands
$54.4M 600,368 +341,590 +132%
AAMU
24
APG Asset Management US
New York
$42.6M 470,232 -16,128 -3%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$42.5M 468,738 -27,803 -6%
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