Pathway Financial Advisers, LLC
Position in FRT — Federal Realty Investment Trust
CIK 2024152
AUBURN, IN
Position in FRT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,178,716
+$437,404 QoQ
Shares Held
17,650
+7.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#206
of 614 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Pathway Financial Advisers, LLC holds $11,162,880 across 4 REIT - Retail names. FRT ranks #2 (19.5% of the industry book) .
All Filings in FRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,178,716 | 17,650 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,741,312 | 16,395 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,299,009 | 12,887 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,234,968 | 12,190 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||