PWMG
FVR

Private Wealth Management Group’s FrontView REIT FVR Stock Holding History

Private Wealth Management Group’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
-98
Closed -$1.18K – 1544
2025
Q2 		$1.18K Buy
+98
New +$1.16K ﹤0.01% 1225

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Management Group's FVR Position: Q3 2025 in Review

Private Wealth Management Group sold out of FrontView REIT (FVR) in Q3 2025, closing a stake of 98 shares — an estimated $1.18K sold.

Private Wealth Management Group first reported a position in FVR in Q2 2025 and held it in 1 quarter. The position peaked at $1.18K in Q2 2025. 95 funds tracked by Wall St. Rank hold FVR as of Q3 2025.

  • Private Wealth Management Group reported no remaining FrontView REIT position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 98 FrontView REIT shares in Q3 2025, an estimated $1.18K.
  • Private Wealth Management Group first reported a position in FrontView REIT in Q2 2025 and held it in 1 quarter.
  • Private Wealth Management Group's FrontView REIT position peaked at $1.18K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held FrontView REIT as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.