Raymond James Financial
FVR

Raymond James Financial’s FrontView REIT FVR Stock Holding History

Raymond James 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
Q1 		– Sell
-15,863
Closed -$234K – 5476
2025
Q4 		$234K Sell
15,863
-88
-0.6% -$1.26K ﹤0.01% 4714
2025
Q3 		$219K Buy
15,951
+19
+0.1% +$243 ﹤0.01% 4583
2025
Q2 		$191K Buy
+15,932
New +$188K ﹤0.01% 4539

Other funds holding FVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Raymond James Financial's FVR Position: Q1 2026 in Review

Raymond James Financial sold out of FrontView REIT (FVR) in Q1 2026, closing a stake of 15,863 shares — an estimated $234K sold.

Raymond James Financial first reported a position in FVR in Q2 2025 and held it in 3 quarters. The position peaked at $234K in Q4 2025. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

  • Raymond James Financial reported no remaining FrontView REIT position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 15,863 FrontView REIT shares in Q1 2026, an estimated $234K.
  • Raymond James Financial first reported a position in FrontView REIT in Q2 2025 and held it in 3 quarters.
  • Raymond James Financial's FrontView REIT position peaked at $234K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.