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

Institutional Holders (2016Q2)
Portfolio Summary: 405 Institutional holders with a total value of $11,265,879,372.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 100 0 0.00% Put
2 PIEDMONT INVESTMENT ADVISORS INC 4 662 0.00%
3 Transamerica Financial Advisors, LLC 6 1,000 0.00%
4 HERNDON CAPITAL MANAGEMENT LLC 7 1,000 0.00%
5 CUTLER GROUP LLC / CA 300 1,000 0.00% Call
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16 3,000 0.00%
7 Vigilant Capital Management, LLC 17 3,000 0.00%
8 Winslow, Evans & Crocker, Inc. 26 4,140 0.00%
9 MYCIO WEALTH PARTNERS, LLC 39 6,000 0.00%
10 Cornerstone Advisors, Inc. 38 6,000 0.00%
11 ROPES WEALTH ADVISORS LLC 37 6,000 0.00%
12 WOLVERINE TRADING LP /BD 37 6,067 0.00%
13 NEW YORK LIFE TRUST CO 40 7,000 0.00%
14 PROFICIO CAPITAL PARTNERS LLC 44 7,000 0.00%
15 ARMBRUSTER CAPITAL MANAGEMENT, INC. 48 8,000 0.00%
16 Gemmer Asset Management LLC 46 8,000 0.00%
17 ZIONS BANCORPORATION 62 10,000 0.00%
18 PENSERRA CAPITAL MANAGEMENT LLC 72 12,000 0.00%
19 Tower Research Capital LLC (TRC) 76 13,000 0.00%
20 BRONFMAN E.L. ROTHSCHILD, L.P. 98 16,000 0.00%
21 TRUST CO 105 17,000 0.00%
22 MONETARY MANAGEMENT GROUP INC 100 17,000 0.00%
23 INTEGRATED WEALTH MANAGEMENT 110 18,000 0.00%
24 MSI Financial Services Inc 118 20,000 0.00%
25 SARGENT BICKHAM LAGUDIS LLC 130 22,000 0.00%
26 First Horizon Advisors, Inc. 137 23,000 0.00%
27 Glassman Wealth Services 137 23,000 0.00%
28 WASHINGTON TRUST BANK 176 29,000 0.00%
29 Evercore Wealth Management, LLC 200 33,000 0.00%
30 Point72 Hong Kong Ltd 200 33,000 0.00%
31 ADVANTAGE INVESTMENT MANAGEMENT, LLC 200 33,000 0.00%
32 GUARDIAN LIFE INSURANCE CO OF AMERICA 257 43,000 0.00%
33 RPG FAMILY WEALTH ADVISORY, LLC 292 48,393 0.00%
34 M&R CAPITAL MANAGEMENT INC 300 49,000 0.00%
35 SIGNATUREFD, LLC 305 50,000 0.00%
36 Advisors Asset Management, Inc. 300 50,000 0.00%
37 QUADRANT CAPITAL GROUP LLC 346 52,000 0.00%
38 Creative Planning 342 57,000 0.00%
39 TORONTO DOMINION BANK 383 63,000 0.00%
40 HUNTINGTON NATIONAL BANK 401 66,000 0.00%
41 CI INVESTMENTS INC. 420 70,000 0.00%
42 COMMONWEALTH BANK OF AUSTRALIA 447 73,000 0.00%
43 PARK AVENUE INSTITUTIONAL ADVISERS LLC 438 73,000 0.00%
44 Bartlett & Co. LLC 450 74,000 0.00%
45 MUFG Americas Holdings Corp 500 83,000 0.00%
46 Checchi Capital Advisers, LLC 552 91,000 0.00%
47 Capital Analysts, LLC 576 95,374 0.00%
48 DELTA ASSET MANAGEMENT LLC/TN 580 96,000 0.00%
49 PEAK6 Group LLC 600 99,000 0.00% Put
50 ADVISOR GROUP, INC. 697 113,000 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.