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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → FRT-PC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FRT-PC Position History
Federal Realty Investment Trust
Quarters held
5
Latest value
$4.8M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $3.1M |
| Q1 2026 | $3.7M |
| Q2 2026 | $5.4M |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 53.3K | — | — |
| Q2 2026 | $5.4M | 51.8K | — | — |
| Q1 2026 | $3.7M | 40.6K | — | — |
| Q4 2025 | $3.1M | 31.1K | — | — |
| Q3 2025 | $1.5M | 15.8K | — | — |
Other funds holding FRT-PC
$1.3B
$1.3B
$1.2B
$1.2B
$783.9M
$783.9M
$715.1M
$704.2M