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 Q2	$48.1K	Hold	2,377	–	–	﹤0.01%	285
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avalon Trust's FVR Position: Q2 2026 in Review

Avalon Trust held its FrontView REIT (FVR) position steady in Q2 2026 at 2,377 shares worth $48.1K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Avalon Trust first reported a position in FVR in Q4 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

Avalon Trust held 2,377 shares of FrontView REIT worth $48.1K as of Q2 2026.
Avalon Trust left its FrontView REIT share count unchanged in Q2 2026.
FrontView REIT made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #285 holding.
Avalon Trust first reported a position in FrontView REIT in Q4 2025 and has held it in 3 quarters since.
125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.