EWA
FVR

EverSource Wealth Advisors’s FrontView REIT FVR Stock Holding History

EverSource Wealth Advisors’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 		$3.76K Sell
186
-12
-6% -$216 ﹤0.01% 3427
2026
Q1 		$3.06K Buy
198
+30
+18% +$483 ﹤0.01% 3486
2025
Q4 		$2.48K Sell
168
-24
-13% -$345 ﹤0.01% 3414
2025
Q3 		$2.63K Buy
192
+16
+9% +$205 ﹤0.01% 3425
2025
Q2 		$2.11K Buy
176
+141
+403% +$1.67K ﹤0.01% 3495
2025
Q1 		$448 Buy
+35
New +$572 ﹤0.01% 3492

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

EverSource Wealth Advisors's FVR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its FrontView REIT (FVR) stake by 6.1% in Q2 2026, selling an estimated $216 and leaving 186 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3427.

EverSource Wealth Advisors first reported a position in FVR in Q1 2025 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • EverSource Wealth Advisors held 186 shares of FrontView REIT worth $3.76K as of Q2 2026.
  • EverSource Wealth Advisors sold 12 FrontView REIT shares in Q2 2026, an estimated $216.
  • FrontView REIT made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3427 holding.
  • EverSource Wealth Advisors first reported a position in FrontView REIT in Q1 2025 and has held it in 6 quarters since.
  • 125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.