Corient Private Wealth
FVR

Corient Private Wealth’s FrontView REIT FVR Stock Holding History

Corient Private Wealth’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 		$10.8M Sell
700,801
-820,965
-54% -$13.2M 0.02% 599
2025
Q4 		$22.5M Buy
1,521,766
+1,353,823
+806% +$19.5M 0.02% 538
2025
Q3 		$2.3M Buy
167,943
+1,001
+0.6% +$12.8K ﹤0.01% 1003
2025
Q2 		$2M Buy
166,942
+144,040
+629% +$1.7M ﹤0.01% 1043
2025
Q1 		$293K Buy
+22,902
New +$374K ﹤0.01% 1867

Other funds holding FVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corient Private Wealth's FVR Position: Q1 2026 in Review

Corient Private Wealth reduced its FrontView REIT (FVR) stake by 54% in Q1 2026, selling an estimated $13.2M and leaving 700,801 shares worth $10.8M. The position accounts for 0.02% of the portfolio, ranked #599.

Corient Private Wealth first reported a position in FVR in Q1 2025 and has held it in 5 quarters since. The position peaked at $22.5M in Q4 2025. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

  • Corient Private Wealth held 700,801 shares of FrontView REIT worth $10.8M as of Q1 2026.
  • Corient Private Wealth sold 820,965 FrontView REIT shares in Q1 2026, an estimated $13.2M.
  • FrontView REIT made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #599 holding.
  • Corient Private Wealth first reported a position in FrontView REIT in Q1 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's FrontView REIT position peaked at $22.5M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.