Sugarloaf Wealth Management, LLC - FEDERAL RLTY INVT TR NEW ownership

FEDERAL RLTY INVT TR NEW's ticker is and the CUSIP is 313745101. A total of 406 filers reported holding FEDERAL RLTY INVT TR NEW in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of FEDERAL RLTY INVT TR NEW
ValueSharesWeighting
Q3 2023$37,479
-5.3%
414
+1.2%
0.01%0.0%
Q2 2023$39,590
-1.0%
409
+1.2%
0.01%
-10.0%
Q1 2023$39,985
-1.2%
404
+0.7%
0.01%0.0%
Q4 2022$40,478
+12.4%
401
+1.3%
0.01%
+11.1%
Q3 2022$36,000
-2.7%
396
+1.0%
0.01%0.0%
Q2 2022$37,000
-21.3%
392
+1.0%
0.01%
-18.2%
Q1 2022$47,0003880.01%
Other shareholders
FEDERAL RLTY INVT TR NEW shareholders Q3 2023
NameSharesValueWeighting ↓
RUSH ISLAND MANAGEMENT, LP 307,409$37,525,0007.80%
Waterfront Capital Partners, LLC 705,894$86,168,0005.37%
Resolution Capital Ltd 2,505,733$305,875,0003.59%
HGI Capital Management, LLC 86,886$10,606,0003.27%
Vest Financial, LLC 68,784$8,396,0001.52%
Vert Asset Management LLC 13,216$1,613,0001.30%
Uniplan Investment Counsel, Inc. 178,325$21,768,0001.28%
AEW CAPITAL MANAGEMENT L P 327,322$39,956,0001.16%
MATTERN CAPITAL MANAGEMENT, LLC 49,897$6,091,0001.09%
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 100,000$12,207,0001.04%
View complete list of FEDERAL RLTY INVT TR NEW shareholders