OWMIAS
FVR

One Wealth Management Investment & Advisory Services’s FrontView REIT FVR Stock Holding History

One Wealth Management Investment & 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
Q2 		$258K Sell
12,733
-151,562
-92% -$2.73M 0.27% 44
2026
Q1 		$2.54M Sell
164,295
-1,125
-0.7% -$18.1K 3.06% 12
2025
Q4 		$2.44M Buy
+165,420
New +$2.38M 2.66% 13

Other funds holding FVR

SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's FVR Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its FrontView REIT (FVR) stake by 92% in Q2 2026, selling an estimated $2.73M and leaving 12,733 shares worth $258K. The position accounts for 0.27% of the portfolio, ranked #44.

One Wealth Management Investment & Advisory Services first reported a position in FVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.54M in Q1 2026. 16 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 12,733 shares of FrontView REIT worth $258K as of Q2 2026.
  • One Wealth Management Investment & Advisory Services sold 151,562 FrontView REIT shares in Q2 2026, an estimated $2.73M.
  • FrontView REIT made up 0.27% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #44 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in FrontView REIT in Q4 2025 and has held it in 3 quarters since.
  • One Wealth Management Investment & Advisory Services's FrontView REIT position peaked at $2.54M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.