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FEDERAL REALTY INVS
FEDERAL REALTY INVS. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 322 Institutional holders with a total value of $8,679,844,245.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Weaver C. Barksdale & Associates, Inc. 25 3,000 0.00%
2 Winslow, Evans & Crocker, Inc. 36 4,484 0.00%
3 Cornerstone Advisors, Inc. 38 5,000 0.00%
4 Global X Management CO LLC 42 5,000 0.00%
5 North Star Investment Management Corp. 105 13,000 0.00%
6 MONETARY MANAGEMENT GROUP INC 100 13,000 0.00%
7 SIGNATUREFD, LLC 112 14,000 0.00%
8 Financial Advantage, Inc. 124 16,000 0.00%
9 Glassman Wealth Services 137 18,000 0.00%
10 TRUST CO 150 19,000 0.00%
11 Brookstone Capital Management 155 20,000 0.00%
12 VIRTUS CAPITAL ADVISERS, LLC 166 21,000 0.00%
13 INTEGRATED WEALTH MANAGEMENT 175 22,000 0.00%
14 WASHINGTON TRUST BANK 176 23,000 0.00%
15 WEALTHFRONT CORP 182 23,000 0.00%
16 GUPTA WEALTH MANAGEMENT LLC 238 31,000 0.00%
17 Brick & Kyle, Associates 250 32,000 0.00%
18 ADVANTAGE INVESTMENT MANAGEMENT, LLC 250 32,000 0.00%
19 First City Capital Management, Inc. 250 32,023 0.00%
20 Walleye Trading LLC 300 38,000 0.00% Put
21 PALLADIEM, LLC 324 42,000 0.00%
22 Index Management Solutions, LLC 330 42,000 0.00%
23 Evercore Wealth Management, LLC 354 45,000 0.00%
24 HUNTINGTON NATIONAL BANK 390 50,000 0.00%
25 COMMONWEALTH BANK OF AUSTRALIA 400 51,000 0.00%
26 First Horizon Advisors, Inc. 451 58,000 0.00%
27 Bartlett & Co. LLC 450 58,000 0.00%
28 VICTORY CAPITAL MANAGEMENT INC 477 62,000 0.00%
29 Walleye Trading LLC 500 64,000 0.00% Call
30 MUFG Americas Holdings Corp 500 64,000 0.00%
31 PineBridge Investments, L.P. 506 65,000 0.00%
32 Capital Analysts, LLC 515 66,065 0.00%
33 DELTA ASSET MANAGEMENT LLC/TN 580 74,000 0.00%
34 Chicago Partners Investment Group LLC 700 90,000 0.00%
35 Amica Retiree Medical Trust 722 92,000 0.00%
36 Natixis Investment Managers International 802 103,000 0.00%
37 Edge Wealth Management LLC 800 103,000 0.00%
38 OFI Advisors LLC 968 124,000 0.00%
39 GLENMEDE TRUST CO NA 1,025 131,000 0.00%
40 Hillsdale Investment Management Inc. 1,100 141,000 0.00%
41 OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 1,100 141,000 0.00%
42 ENTERPRISE FINANCIAL SERVICES CORP 1,158 148,000 0.00%
43 Alexandria Capital, LLC 1,167 150,000 0.00%
44 Burt Wealth Advisors 1,205 154,000 0.00%
45 TRUST CO OF VERMONT 1,300 167,000 0.00%
46 E. Ohman J:or Asset Management AB 1,600 204,944 0.00%
47 CrestPoint Capital Management, LLC 1,600 205,000 0.00%
48 DAVIDSON & GARRARD INC 1,677 215,000 0.00%
49 American Investment Services, Inc. 1,685 216,000 0.00%
50 Mechanics Bank Trust Department 1,700 218,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.