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 417 filers reported holding FEDERAL RLTY INVT TR NEW in Q4 2022. The put-call ratio across all filers is 0.97 and the average weighting 0.2%.

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 Q4 2022
NameSharesValueWeighting ↓
Masterton Capital Management, LP 153,646$13,924,93714.10%
RUSH ISLAND MANAGEMENT, LP 699,127$63,361,8805.35%
Resolution Capital Ltd 2,913,323$264,034,4635.24%
GRS Advisors, LLC 171,251$15,520,4782.75%
Kinloch Capital, LLC 31,753$2,877,7741.80%
Blackhawk Capital Partners LLC. 22,190$2,011,0801.47%
Xcel Wealth Management, LLC 41,012$3,716,9181.47%
Vert Asset Management LLC 30,264$2,742,8261.39%
Uniplan Investment Counsel, Inc. 175,450$15,9971.23%
RWC Asset Management LLP 195,278$17,698,0451.15%
View complete list of FEDERAL RLTY INVT TR NEW shareholders