IWC
FVR

Integrated Wealth Concepts’s FrontView REIT FVR Stock Holding History

Integrated Wealth Concepts’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 		$11.8K Buy
+581
New +$10.5K ﹤0.01% 4458

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

Integrated Wealth Concepts's FVR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in FrontView REIT (FVR) in Q2 2026: 581 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #4458 among its holdings.

125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • Integrated Wealth Concepts held 581 shares of FrontView REIT worth $11.8K as of Q2 2026.
  • FrontView REIT was a new Integrated Wealth Concepts position in Q2 2026.
  • FrontView REIT made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4458 holding.
  • 125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.