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 407 filers reported holding FEDERAL RLTY INVT TR NEW in Q2 2023. The put-call ratio across all filers is 1.26 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 Q2 2023
NameSharesValueWeighting ↓
RUSH ISLAND MANAGEMENT, LP 975,688$96,427,24510.91%
Masterton Capital Management, LP 64,146$6,339,5496.05%
Resolution Capital Ltd 3,356,610$331,733,7665.63%
GRS Advisors, LLC 197,678$19,536,5173.74%
Waterfront Capital Partners, LLC 387,846$38,330,8202.90%
GSI Capital Advisors LLC 34,206$3,380,5792.08%
Kinloch Capital, LLC 31,626$3,1261.83%
Vert Asset Management LLC 25,839$2,553,6681.50%
Blackhawk Capital Partners LLC. 19,820$1,958,8111.43%
Xcel Wealth Management, LLC 40,477$4,000,3421.41%
View complete list of FEDERAL RLTY INVT TR NEW shareholders