Covestor’s FrontView REIT FVR Stock Holding History

Covestor’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	–	Sell	-33	Closed	–	–	2874
2025 Q4	$0	Hold	33	–	–	﹤0.01%	2837
2025 Q3	$0	Hold	33	–	–	﹤0.01%	2880
2025 Q2	$0	Buy	+33	New	+$390	﹤0.01%	2848

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

Covestor's FVR Position: Q1 2026 in Review

Covestor sold out of FrontView REIT (FVR) in Q1 2026, closing a stake of 33 shares.

Covestor first reported a position in FVR in Q2 2025 and held it in 3 quarters. The position peaked at $0 in Q4 2025. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

Covestor reported no remaining FrontView REIT position as of Q1 2026 after selling out during the quarter.
Covestor sold 33 FrontView REIT shares in Q1 2026.
Covestor first reported a position in FrontView REIT in Q2 2025 and held it in 3 quarters.
Covestor's FrontView REIT position peaked at $0 in Q4 2025.
110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.