KAS
FVR

Kestra Advisory Services’s FrontView REIT FVR Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,000
Closed -$29.5K – 4516
2025
Q4 		$29.5K Buy
+2,000
New +$28.7K ﹤0.01% 4302

Other funds holding FVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Kestra Advisory Services's FVR Position: Q1 2026 in Review

Kestra Advisory Services sold out of FrontView REIT (FVR) in Q1 2026, closing a stake of 2,000 shares — an estimated $29.5K sold.

Kestra Advisory Services first reported a position in FVR in Q4 2025 and held it in 1 quarter. The position peaked at $29.5K in Q4 2025. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

  • Kestra Advisory Services reported no remaining FrontView REIT position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,000 FrontView REIT shares in Q1 2026, an estimated $29.5K.
  • Kestra Advisory Services first reported a position in FrontView REIT in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's FrontView REIT position peaked at $29.5K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.