Back to FRT-PC
Vest Financial, LLC FRT-PC Position History
Federal Realty Investment Trust
Quarters held
10
Latest value
$246K
Q3 2026
Peak value
$57.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $57.9M |
| Q3 2025 | $713K |
| Q4 2025 | $48.5M |
| Q4 2025 | $682K |
| Q1 2026 | $761K |
| Q1 2026 | $52.9M |
| Q2 2026 | $53.2M |
| Q2 2026 | $765K |
| Q3 2026 | $42.2M |
| Q3 2026 | $246K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $246K | 2.3K | — | — |
| Q3 2026 | $42.2M | 389.6K | — | — |
| Q2 2026 | $765K | 6.2K | — | — |
| Q2 2026 | $53.2M | 430.8K | — | — |
| Q1 2026 | $52.9M | 498.2K | — | — |
| Q1 2026 | $761K | 7.2K | — | — |
| Q4 2025 | $682K | 6.8K | — | — |
| Q4 2025 | $48.5M | 481.6K | — | — |
| Q3 2025 | $713K | 7.0K | — | — |
| Q3 2025 | $57.9M | 571.9K | — | — |
Other funds holding FRT-PC
$1.3B
$1.3B
$1.2B
$1.2B
$783.9M
$783.9M
$715.1M
$704.2M