Back to FRT-PC
Pathway Financial Advisers, LLC → FRT-PC
Pathway Financial Advisers, LLC FRT-PC Position History
Federal Realty Investment Trust
Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.7M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 19.1K | — | — |
| Q2 2026 | $2.2M | 17.6K | — | — |
| Q1 2026 | $1.7M | 16.4K | — | — |
| Q4 2025 | $1.3M | 12.9K | — | — |
| Q3 2025 | $1.2M | 12.2K | — | — |
Other funds holding FRT-PC
$1.3B
$1.3B
$1.2B
$1.2B
$783.9M
$783.9M
$715.1M
$704.2M