Avalon Trust’s FrontView REIT FVR Stock Holding History

Avalon Trust’s Portfolio FVR Stock Details FVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.8K	Hold	2,377	–	–	﹤0.01%	317
2025 Q4	$35.1K	Buy	+2,377	New	+$34.2K	﹤0.01%	310

Other funds holding FVR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Avalon Trust's FVR Position: Q1 2026 in Review

Avalon Trust held its FrontView REIT (FVR) position steady in Q1 2026 at 2,377 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Avalon Trust first reported a position in FVR in Q4 2025 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

Avalon Trust held 2,377 shares of FrontView REIT worth $36.8K as of Q1 2026.
Avalon Trust left its FrontView REIT share count unchanged in Q1 2026.
FrontView REIT made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #317 holding.
Avalon Trust first reported a position in FrontView REIT in Q4 2025 and has held it in 2 quarters since.
110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.