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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.

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
1
Citadel Advisors
Florida
$119M
2
Morgan Stanley
2
Morgan Stanley
New York
$196M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$140M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$29.3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$39.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$248M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$425M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$41.7M
4
Northern Trust
4
Northern Trust
Illinois
$77.6M
5
Barclays
5
Barclays
United Kingdom
$14.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29B 12,537,369 -88,328 -0.7%
BlackRock
2
BlackRock
New York
$842M 8,169,558 +226,201 +3%
Norges Bank
3
Norges Bank
Norway
$743M 7,213,760 +1,134 +0%
State Street
4
State Street
Massachusetts
$715M 6,867,903 +108,110 +2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$425M 4,124,381 -593,022 -13%
RC
6
Resolution Capital
Australia
$316M 3,070,281 +156,958 +5%
Capital Research Global Investors
7
Capital Research Global Investors
California
$248M 2,411,353 -3,548,951 -60%
Invesco
8
Invesco
Georgia
$208M 2,022,366 +109,430 +6%
Morgan Stanley
9
Morgan Stanley
New York
$196M 1,901,100 +923,091 +94%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$188M 1,824,356 +33,015 +2%
ProShare Advisors
11
ProShare Advisors
Maryland
$187M 1,812,047 +46,442 +3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$140M 1,355,907 +469,425 +53%
Charles Schwab
13
Charles Schwab
California
$119M 1,155,825 +40,984 +4%
Citadel Advisors
14
Citadel Advisors
Florida
$119M 1,150,287 +1,135,204 +7,526%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$113M 1,100,434 -19,878 -2%
Legal & General Group
16
Legal & General Group
United Kingdom
$98.4M 954,616 +52,797 +6%
Wells Fargo
17
Wells Fargo
California
$89.8M 871,364 -36,706 -4%
CCMG
18
Clark Capital Management Group
Pennsylvania
$86.2M 836,045 +156,070 +23%
Northern Trust
19
Northern Trust
Illinois
$77.6M 753,480 -270,978 -26%
RIM
20
Rush Island Management
New York
$76.1M 738,527 +39,400 +6%
UBS AM
21
UBS AM
Illinois
$75M 727,970 +62,700 +9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$74.2M 719,742 +11,859 +2%
PI
23
PGGM Investments
Netherlands
$61.9M 600,368 – –
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$52.7M 511,400 +173,500 +51%
AAMU
25
APG Asset Management US
New York
$48.5M 470,232 – –
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