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

Institutional Holders (2017Q1)
Portfolio Summary: 311 Institutional holders with a total value of $9,128,173,564.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 100 0 0.00% Put
2 CUTLER GROUP LLC / CA 200 0 0.00% Call
3 Transamerica Financial Advisors, LLC 6 1,000 0.00%
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22 3,000 0.00%
5 Cornerstone Advisors, Inc. 25 3,000 0.00%
6 WHITTIER TRUST CO OF NEVADA INC 58 8,000 0.00%
7 Financial Architects, Inc 67 9,000 0.00%
8 MONETARY MANAGEMENT GROUP INC 100 13,000 0.00%
9 VALLEY NATIONAL ADVISERS INC 100 13,000 0.00%
10 WFG Advisors, LP 150 20,000 0.00%
11 Tower Research Capital LLC (TRC) 168 22,000 0.00%
12 WASHINGTON TRUST BANK 176 23,000 0.00%
13 Evercore Wealth Management, LLC 200 27,000 0.00%
14 ASSETMARK, INC 260 35,000 0.00%
15 Korea Investment CORP 273 36,000 0.00%
16 GUARDIAN LIFE INSURANCE CO OF AMERICA 275 37,000 0.00%
17 SUN LIFE FINANCIAL INC 5 38,000 0.00%
18 M&R CAPITAL MANAGEMENT INC 300 40,000 0.00%
19 MUFG Americas Holdings Corp 311 42,000 0.00%
20 HUNTINGTON NATIONAL BANK 320 43,000 0.00%
21 COMMONWEALTH BANK OF AUSTRALIA 409 54,000 0.00%
22 FNY Managed Accounts LLC 444 59,000 0.00%
23 Bartlett & Co. LLC 450 60,000 0.00%
24 PRELUDE CAPITAL MANAGEMENT, LLC 500 67,000 0.00%
25 DELTA ASSET MANAGEMENT LLC/TN 580 77,000 0.00%
26 GLENMEDE TRUST CO NA 1,025 136,000 0.00%
27 ENTERPRISE FINANCIAL SERVICES CORP 1,101 147,000 0.00%
28 Global X Management CO LLC 1,245 166,000 0.00%
29 TRUST CO OF VERMONT 1,300 174,000 0.00%
30 VICTORY CAPITAL MANAGEMENT INC 1,311 175,000 0.00%
31 Livforsakringsbolaget Skandia, Omsesidigt 1,328 177,000 0.00%
32 Penobscot Investment Management Company, Inc. 1,628 217,000 0.00%
33 Mechanics Bank Trust Department 1,700 227,000 0.00%
34 Kemper Corp Master Retirement Trust 1,725 230,000 0.00%
35 CLEARARC CAPITAL INC 1,751 234,000 0.00%
36 OPPENHEIMER & CO INC 1,764 236,000 0.00%
37 ADVISOR PARTNERS LLC 1,809 242,000 0.00%
38 American Investment Services, Inc. 1,926 257,000 0.00%
39 CONNING INC. 1,948 260,000 0.00%
40 TWO SIGMA SECURITIES, LLC 1,986 265,000 0.00%
41 SILVERCREST ASSET MANAGEMENT GROUP LLC 2,000 267,000 0.00%
42 MONTAG A & ASSOCIATES INC 2,105 281,000 0.00%
43 INGALLS & SNYDER LLC 2,110 282,000 0.00%
44 SOL Capital Management CO 2,175 290,000 0.00%
45 FEDERATED HERMES, INC. 2,335 312,000 0.00%
46 FARR MILLER & WASHINGTON LLC/DC 2,349 314,000 0.00%
47 OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 2,411 322,000 0.00%
48 FineMark National Bank & Trust 2,410 322,000 0.00%
49 HERITAGE INVESTORS MANAGEMENT CORP 2,450 327,000 0.00%
50 VOYA FINANCIAL ADVISORS, INC. 2,480 330,000 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.