Xcel 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 373 filers reported holding FEDERAL RLTY INVT TR NEW in Q1 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.

Quarter-by-quarter ownership
Xcel Wealth Management, LLC ownership history of FEDERAL RLTY INVT TR NEW
ValueSharesWeighting
Q3 2023$3,716,918
-8.7%
41,012
-2.6%
1.47%
+14.0%
Q2 2023$4,072,759
+1.8%
42,087
+4.0%
1.29%
-8.6%
Q1 2023$4,000,342
+4.5%
40,477
+6.9%
1.41%
-6.6%
Q4 2022$3,826,587
+20.6%
37,872
+7.5%
1.51%
+27.5%
Q3 2022$3,174,000
+1479.1%
35,222
+2034.7%
1.18%
+2049.1%
Q1 2022$201,0001,6500.06%
Other shareholders
FEDERAL RLTY INVT TR NEW shareholders Q1 2022
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