Envestnet Asset Management
FVR

Envestnet Asset Management’s FrontView REIT FVR Stock Holding History

Envestnet Asset Management’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 		$3.81M Buy
188,343
+10,847
+6% +$195K ﹤0.01% 2672
2026
Q1 		$2.75M Buy
+177,496
New +$2.86M ﹤0.01% 2770
2025
Q3 		– Sell
-20,663
Closed -$248K – 4701
2025
Q2 		$248K Sell
20,663
-10,107
-33% -$120K ﹤0.01% 4130
2025
Q1 		$394K Sell
30,770
-945
-3% -$15.4K ﹤0.01% 3764
2024
Q4 		$575K Buy
+31,715
New +$600K ﹤0.01% 3509

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

Envestnet Asset Management's FVR Position: Q2 2026 in Review

Envestnet Asset Management increased its FrontView REIT (FVR) stake by 6.1% in Q2 2026, buying an estimated $195K and bringing the position to 188,343 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

Envestnet Asset Management first reported a position in FVR in Q4 2024 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • Envestnet Asset Management held 188,343 shares of FrontView REIT worth $3.81M as of Q2 2026.
  • Envestnet Asset Management bought 10,847 FrontView REIT shares in Q2 2026, an estimated $195K.
  • FrontView REIT made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2672 holding.
  • Envestnet Asset Management first reported a position in FrontView REIT in Q4 2024 and has held it in 5 quarters since.
  • 125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.