MPWT
FVR

MassMutual Private Wealth & Trust’s FrontView REIT FVR Stock Holding History

MassMutual Private Wealth & Trust’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 		$8.68K Buy
429
+11
+3% +$198 ﹤0.01% 1466
2026
Q1 		$6.47K Hold
418
– – ﹤0.01% 1563
2025
Q4 		$6.17K Hold
418
– – ﹤0.01% 1591
2025
Q3 		$5.73K Buy
418
+25
+6% +$320 ﹤0.01% 1622
2025
Q2 		$4.72K Buy
+393
New +$4.65K ﹤0.01% 1663
2025
Q1 		– Sell
-277
Closed -$5.02K – 2509
2024
Q4 		$5.02K Buy
+277
New +$5.24K ﹤0.01% 1533

Other funds holding FVR

CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FDS
First Dallas Securities Dallas, Texas $303M AUM 47.81% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's FVR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its FrontView REIT (FVR) stake by 2.6% in Q2 2026, buying an estimated $198 and bringing the position to 429 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

MassMutual Private Wealth & Trust first reported a position in FVR in Q4 2024 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 429 shares of FrontView REIT worth $8.68K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 11 FrontView REIT shares in Q2 2026, an estimated $198.
  • FrontView REIT made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1466 holding.
  • MassMutual Private Wealth & Trust first reported a position in FrontView REIT in Q4 2024 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.