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

Institutional Holders (2016Q1)
Portfolio Summary: 383 Institutional holders with a total value of $10,657,531,782.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 700 1,000 0.00% Call
2 TD Securities (USA) LLC 16 2,000 0.00%
3 MYCIO WEALTH PARTNERS, LLC 20 3,000 0.00%
4 Winslow, Evans & Crocker, Inc. 25 3,901 0.00%
5 PROFICIO CAPITAL PARTNERS LLC 28 4,000 0.00%
6 PENSERRA CAPITAL MANAGEMENT LLC 42 6,000 0.00%
7 Cornerstone Advisors, Inc. 38 6,000 0.00%
8 Gemmer Asset Management LLC 46 7,000 0.00%
9 ZIONS BANCORPORATION 62 10,000 0.00%
10 Tower Research Capital LLC (TRC) 82 13,000 0.00%
11 BRONFMAN E.L. ROTHSCHILD, L.P. 98 15,000 0.00%
12 TRUST CO 105 16,000 0.00%
13 MONETARY MANAGEMENT GROUP INC 100 16,000 0.00%
14 Advisors Asset Management, Inc. 100 16,000 0.00%
15 INTEGRATED WEALTH MANAGEMENT 110 17,000 0.00%
16 ROYAL LONDON ASSET MANAGEMENT LTD 2,637,550 17,000 0.00%
17 MSI Financial Services Inc 131 20,000 0.00%
18 SARGENT BICKHAM LAGUDIS LLC 129 20,000 0.00%
19 Glassman Wealth Services 137 21,000 0.00%
20 RPG FAMILY WEALTH ADVISORY, LLC 146 22,783 0.00%
21 ETF MANAGERS GROUP, LLC 186 25,000 0.00%
22 TREDJE AP-FONDEN 170 26,000 0.00%
23 WASHINGTON TRUST BANK 176 27,000 0.00%
24 First Horizon Advisors, Inc. 171 27,000 0.00%
25 ROCKEFELLER FINANCIAL SERVICES INC 190 30,000 0.00%
26 Point72 Hong Kong Ltd 200 31,000 0.00%
27 ADVANTAGE INVESTMENT MANAGEMENT, LLC 200 31,000 0.00%
28 Walleye Trading LLC 200 32,000 0.00% Put
29 GUPTA WEALTH MANAGEMENT LLC 238 37,000 0.00%
30 SIGNATUREFD, LLC 243 38,000 0.00%
31 First City Capital Management, Inc. 250 39,013 0.00%
32 GUARDIAN LIFE INSURANCE CO OF AMERICA 257 40,000 0.00%
33 Evercore Wealth Management, LLC 300 47,000 0.00%
34 QUADRANT CAPITAL GROUP LLC 341 49,000 0.00%
35 Creative Planning 360 56,000 0.00%
36 Checchi Capital Advisers, LLC 393 61,000 0.00%
37 CI INVESTMENTS INC. 400 62,000 0.00%
38 Global X Management CO LLC 411 64,000 0.00%
39 HUNTINGTON NATIONAL BANK 445 66,000 0.00%
40 PARK AVENUE INSTITUTIONAL ADVISERS LLC 438 68,000 0.00%
41 Bartlett & Co. LLC 450 70,000 0.00%
42 COMMONWEALTH BANK OF AUSTRALIA 449 70,000 0.00%
43 PartnerRe Asset Management CORP 477 74,000 0.00%
44 MUFG Americas Holdings Corp 500 78,000 0.00%
45 TORONTO DOMINION BANK 528 82,000 0.00%
46 Capital Analysts, LLC 573 89,478 0.00%
47 DELTA ASSET MANAGEMENT LLC/TN 580 91,000 0.00%
48 Chicago Partners Investment Group LLC 700 109,000 0.00%
49 Amica Retiree Medical Trust 722 113,000 0.00%
50 Edge Wealth Management LLC 800 125,000 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.