IA
FVR

IFP Advisors’s FrontView REIT FVR Stock Holding History

IFP 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 		$991 Sell
49
-2
-4% -$36 ﹤0.01% 4495
2026
Q1 		$789 Buy
51
+11
+28% +$177 ﹤0.01% 4293
2025
Q4 		$590 Buy
40
+4
+11% +$57 ﹤0.01% 4243
2025
Q3 		$494 Buy
+36
New +$461 ﹤0.01% 4174
2025
Q2 		– Hold
0
– – – 4473

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

IFP Advisors's FVR Position: Q2 2026 in Review

IFP Advisors reduced its FrontView REIT (FVR) stake by 3.9% in Q2 2026, selling an estimated $36 and leaving 49 shares worth $991. The position accounts for ﹤0.01% of the portfolio, ranked #4495.

IFP Advisors first reported a position in FVR in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • IFP Advisors held 49 shares of FrontView REIT worth $991 as of Q2 2026.
  • IFP Advisors sold 2 FrontView REIT shares in Q2 2026, an estimated $36.
  • FrontView REIT made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4495 holding.
  • IFP Advisors first reported a position in FrontView REIT in Q3 2025 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.