LPL Financial’s FrontView REIT FVR Stock Holding History

LPL Financial’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	$220K	Buy	10,870 +22	+0.2%	+$396	﹤0.01%	5696
2026 Q1	$168K	Buy	+10,848	New	+$175K	﹤0.01%	5556

Other funds holding FVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial's FVR Position: Q2 2026 in Review

LPL Financial increased its FrontView REIT (FVR) stake by 0.2% in Q2 2026, buying an estimated $396 and bringing the position to 10,870 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #5696.

LPL Financial first reported a position in FVR in Q1 2026 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

LPL Financial held 10,870 shares of FrontView REIT worth $220K as of Q2 2026.
LPL Financial bought 22 FrontView REIT shares in Q2 2026, an estimated $396.
FrontView REIT made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5696 holding.
LPL Financial first reported a position in FrontView REIT in Q1 2026 and has held it in 2 quarters since.
125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.