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 810,394$81,882,21013.50%
Resolution Capital Ltd 3,864,798$390,499,1906.74%
Masterton Capital Management, LP 51,246$5,177,8966.21%
GRS Advisors, LLC 127,584$12,891,0883.08%
GSI Capital Advisors LLC 35,468$3,583,6872.17%
Vest Financial, LLC 98,379$9,940,2141.55%
Kinloch Capital, LLC 25,679$2,5951.51%
Blackhawk Capital Partners LLC. 19,082$1,928,0451.51%
Xcel Wealth Management, LLC 37,872$3,826,5871.51%
Vert Asset Management LLC 16,284$1,645,3351.46%
View complete list of FEDERAL RLTY INVT TR NEW shareholders