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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.

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

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.13M
2
Morgan Stanley
2
Morgan Stanley
New York
$91M
3
State Street
3
State Street
Massachusetts
$658M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$476K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.3B 12,731,109 +193,740 +2%
BlackRock
2
BlackRock
New York
$850M 8,328,058 +158,500 +2%
Norges Bank
3
Norges Bank
Norway
$737M 7,215,470 +1,710 +0%
State Street
4
State Street
Massachusetts
$658M 6,373,555 -494,348 -7%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$518M 5,070,346 +945,965 +23%
RC
6
Resolution Capital
Australia
$363M 3,556,547 +486,266 +16%
Capital Research Global Investors
7
Capital Research Global Investors
California
$246M 2,412,579 +1,226 +0.1%
Invesco
8
Invesco
Georgia
$209M 2,044,201 +21,835 +1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$194M 1,903,814 +547,907 +40%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$192M 1,877,793 +53,437 +3%
ProShare Advisors
11
ProShare Advisors
Maryland
$173M 1,695,146 -116,901 -6%
RIM
12
Rush Island Management
New York
$132M 1,295,607 +557,080 +75%
Charles Schwab
13
Charles Schwab
California
$121M 1,184,864 +29,039 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$115M 1,130,034 +29,600 +3%
Legal & General Group
15
Legal & General Group
United Kingdom
$97.3M 952,697 -1,919 -0.2%
Wells Fargo
16
Wells Fargo
California
$92.2M 902,806 +31,442 +4%
Morgan Stanley
17
Morgan Stanley
New York
$91M 890,767 -1,010,333 -53%
CCMG
18
Clark Capital Management Group
Pennsylvania
$87.9M 860,582 +24,537 +3%
UBS AM
19
UBS AM
Illinois
$76.4M 748,152 +20,182 +3%
Northern Trust
20
Northern Trust
Illinois
$75.1M 735,748 -17,732 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$70.5M 690,226 -29,516 -4%
PI
22
PGGM Investments
Netherlands
$61.4M 601,442 +1,074 +0.2%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$53.3M 522,100 +10,700 +2%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$52.7M 514,480 +95,912 +23%
AAMU
25
APG Asset Management US
New York
$47.4M 470,232 – –
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