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
Q2 		$12.5M Sell
620,069
-80,732
-12% -$1.45M 0.02% 571
2026
Q1 		$10.8M Sell
700,801
-60,082
-8% -$968K 0.02% 599
2025
Q4 		$11.2M Buy
760,883
+592,940
+353% +$8.52M 0.02% 535
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corient Private Wealth's FVR Position: Q2 2026 in Review

Corient Private Wealth reduced its FrontView REIT (FVR) stake by 12% in Q2 2026, selling an estimated $1.45M and leaving 620,069 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #571.

Corient Private Wealth first reported a position in FVR in Q1 2025 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • Corient Private Wealth held 620,069 shares of FrontView REIT worth $12.5M as of Q2 2026.
  • Corient Private Wealth sold 80,732 FrontView REIT shares in Q2 2026, an estimated $1.45M.
  • FrontView REIT made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #571 holding.
  • Corient Private Wealth first reported a position in FrontView REIT in Q1 2025 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.