Principal Securities’s FrontView REIT FVR Stock Holding History

Principal Securities’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
2025 Q3	–	Sell	-32	Closed	-$384	–	3869
2025 Q2	$384	Hold	32	–	–	﹤0.01%	3520
2025 Q1	$580	Hold	32	–	–	﹤0.01%	3322
2024 Q4	$580	Buy	+32	New	+$605	﹤0.01%	3316

Other funds holding FVR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Securities's FVR Position: Q3 2025 in Review

Principal Securities sold out of FrontView REIT (FVR) in Q3 2025, closing a stake of 32 shares — an estimated $384 sold.

Principal Securities first reported a position in FVR in Q4 2024 and held it in 3 quarters. The position peaked at $580 in Q1 2025. 95 funds tracked by Wall St. Rank hold FVR as of Q3 2025.

Principal Securities reported no remaining FrontView REIT position as of Q3 2025 after selling out during the quarter.
Principal Securities sold 32 FrontView REIT shares in Q3 2025, an estimated $384.
Principal Securities first reported a position in FrontView REIT in Q4 2024 and held it in 3 quarters.
Principal Securities's FrontView REIT position peaked at $580 in Q1 2025.
95 funds tracked by Wall St. Rank held FrontView REIT as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.