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Creative Planning FRT-PC Position History
Federal Realty Investment Trust
Quarters held
8
Latest value
$15M
Q3 2026
Peak value
$15M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q3 2025 | $95K |
| Q4 2025 | $7.6M |
| Q1 2026 | $10.1M |
| Q2 2026 | $21K |
| Q2 2026 | $13.7M |
| Q3 2026 | $33K |
| Q3 2026 | $15M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15M | 138.4K | — | — |
| Q3 2026 | $33K | 307 | — | — |
| Q2 2026 | $13.7M | 111.2K | — | — |
| Q2 2026 | $21K | 174 | — | — |
| Q1 2026 | $10.1M | 95.3K | — | — |
| Q4 2025 | $7.6M | 75.4K | — | — |
| Q3 2025 | $95K | 935 | — | — |
| Q3 2025 | $3.1M | 30.7K | — | — |
Other funds holding FRT-PC
$1.3B
$1.3B
$1.2B
$1.2B
$783.9M
$783.9M
$715.1M
$704.2M