HIG
FVR

Heritage Investment Group’s FrontView REIT FVR Stock Holding History

Heritage Investment Group’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
2025
Q4 		– Sell
-14,781
Closed -$203K – 130
2025
Q3 		$203K Buy
+14,781
New +$189K 0.03% 112

Other funds holding FVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Investment Group's FVR Position: Q4 2025 in Review

Heritage Investment Group sold out of FrontView REIT (FVR) in Q4 2025, closing a stake of 14,781 shares — an estimated $203K sold.

Heritage Investment Group first reported a position in FVR in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 104 funds tracked by Wall St. Rank hold FVR as of Q4 2025.

  • Heritage Investment Group reported no remaining FrontView REIT position as of Q4 2025 after selling out during the quarter.
  • Heritage Investment Group sold 14,781 FrontView REIT shares in Q4 2025, an estimated $203K.
  • Heritage Investment Group first reported a position in FrontView REIT in Q3 2025 and held it in 1 quarter.
  • Heritage Investment Group's FrontView REIT position peaked at $203K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held FrontView REIT as of Q4 2025.

Based on Heritage Investment Group's 13F filing for Q4 2025, filed 30 Jan 2026.