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

Institutional Holders (2016Q4)
Portfolio Summary: 399 Institutional holders with a total value of $9,681,889,006.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VERSANT CAPITAL MANAGEMENT, INC 6 0 0.00%
2 EXANE DERIVATIVES 1 142 0.00%
3 INDEPENDENT ADVISOR ALLIANCE 7 985 0.00%
4 Transamerica Financial Advisors, LLC 6 1,000 0.00%
5 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 15 2,000 0.00%
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22 3,000 0.00%
7 Cornerstone Advisors, Inc. 25 4,000 0.00%
8 GLOBAL RETIREMENT PARTNERS, LLC 36 5,000 0.00%
9 Gemmer Asset Management LLC 34 5,000 0.00%
10 EARNEST PARTNERS LLC 34 5,000 0.00%
11 PROFICIO CAPITAL PARTNERS LLC 44 6,000 0.00%
12 ARMBRUSTER CAPITAL MANAGEMENT, INC. 48 7,000 0.00%
13 WHITTIER TRUST CO OF NEVADA INC 58 8,000 0.00%
14 Plante Moran Financial Advisors, LLC 53 8,000 0.00%
15 Cable Hill Partners, LLC 68 10,000 0.00%
16 PARALLEL ADVISORS, LLC 71 10,000 0.00%
17 MSI Financial Services Inc 83 12,000 0.00%
18 CUTLER GROUP LLC / CA 13,100 13,000 0.00% Call
19 VALLEY NATIONAL ADVISERS INC 100 14,000 0.00%
20 MONETARY MANAGEMENT GROUP INC 100 14,000 0.00%
21 Winslow, Evans & Crocker, Inc. 104 14,640 0.00%
22 TRUST CO 105 15,000 0.00%
23 ZIONS BANCORPORATION 111 16,000 0.00%
24 Daiwa SB Investments Ltd. 110 16,000 0.00%
25 Winfield Associates, Inc. 130 18,000 0.00%
26 PENSERRA CAPITAL MANAGEMENT LLC 134 19,000 0.00%
27 Glassman Wealth Services 137 19,000 0.00%
28 BRONFMAN E.L. ROTHSCHILD, L.P. 135 19,000 0.00%
29 RPG FAMILY WEALTH ADVISORY, LLC 146 20,748 0.00%
30 C-J ADVISORY, INC. 158 22,000 0.00%
31 WASHINGTON TRUST BANK 176 25,000 0.00%
32 Evercore Wealth Management, LLC 200 28,000 0.00%
33 ADVANTAGE INVESTMENT MANAGEMENT, LLC 200 28,000 0.00%
34 First Horizon Advisors, Inc. 180 28,000 0.00%
35 SIMPLEX TRADING, LLC 205 29,000 0.00%
36 PIEDMONT INVESTMENT ADVISORS INC 206 29,274 0.00%
37 ISRAEL DISCOUNT BANK OF NEW YORK 240 34,000 0.00%
38 ASSETMARK, INC 258 37,000 0.00%
39 SUN LIFE FINANCIAL INC 5 38,000 0.00%
40 GUARDIAN LIFE INSURANCE CO OF AMERICA 275 39,000 0.00%
41 ACADIAN ASSET MANAGEMENT LLC 288 41,000 0.00%
42 M&R CAPITAL MANAGEMENT INC 300 42,000 0.00%
43 Advisors Asset Management, Inc. 300 43,000 0.00%
44 WOLVERINE ASSET MANAGEMENT LLC 311 44,000 0.00%
45 QUADRANT CAPITAL GROUP LLC 355 45,000 0.00%
46 HUNTINGTON NATIONAL BANK 395 56,000 0.00%
47 Ancora Advisors LLC 400 57,000 0.00%
48 COMMONWEALTH BANK OF AUSTRALIA 440 62,000 0.00%
49 Bartlett & Co. LLC 450 64,000 0.00%
50 Creative Planning 469 67,000 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.