FDS
FVR

First Dallas Securities’s FrontView REIT FVR Stock Holding History

First Dallas Securities’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 		$2.32M Buy
114,700
+18,750
+20% +$338K 0.77% 32
2026
Q1 		$1.48M Buy
95,950
+74,350
+344% +$1.2M 0.55% 42
2025
Q4 		$319K Buy
+21,600
New +$310K 0.12% 98

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 $72.2B AUM 27.85% 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

First Dallas Securities's FVR Position: Q2 2026 in Review

First Dallas Securities increased its FrontView REIT (FVR) stake by 20% in Q2 2026, buying an estimated $338K and bringing the position to 114,700 shares worth $2.32M. The position accounts for 0.77% of the portfolio, ranked #32.

First Dallas Securities first reported a position in FVR in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • First Dallas Securities held 114,700 shares of FrontView REIT worth $2.32M as of Q2 2026.
  • First Dallas Securities bought 18,750 FrontView REIT shares in Q2 2026, an estimated $338K.
  • FrontView REIT made up 0.77% of First Dallas Securities's portfolio in Q2 2026, its #32 holding.
  • First Dallas Securities first reported a position in FrontView REIT in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.