Back to FRT-PC
Xcel Wealth Management, LLC → FRT-PC
Xcel Wealth Management, LLC FRT-PC Position History
Federal Realty Investment Trust
Quarters held
5
Latest value
$1.9M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q4 2025 | $3.2M |
| Q1 2026 | $2.7M |
| Q2 2026 | $2.2M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 17.4K | — | — |
| Q2 2026 | $2.2M | 18.2K | — | — |
| Q1 2026 | $2.7M | 25.0K | — | — |
| Q4 2025 | $3.2M | 31.6K | — | — |
| Q3 2025 | $3.7M | 36.1K | — | — |
Other funds holding FRT-PC
$1.3B
$1.3B
$1.2B
$1.2B
$783.9M
$783.9M
$715.1M
$704.2M