Red Tortoise LLC’s FrontView REIT FVR Stock Holding History

Red Tortoise LLC’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	$5.38K	Hold	348	–	–	﹤0.01%	372
2025 Q4	$5.14K	Hold	348	–	–	﹤0.01%	382
2025 Q3	$4.77K	Hold	348	–	–	﹤0.01%	386
2025 Q2	$4.18K	Buy	+348	New	+$4.12K	﹤0.01%	390

Other funds holding FVR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Red Tortoise LLC's FVR Position: Q1 2026 in Review

Red Tortoise LLC held its FrontView REIT (FVR) position steady in Q1 2026 at 348 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Red Tortoise LLC first reported a position in FVR in Q2 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

Red Tortoise LLC held 348 shares of FrontView REIT worth $5.38K as of Q1 2026.
Red Tortoise LLC left its FrontView REIT share count unchanged in Q1 2026.
FrontView REIT made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #372 holding.
Red Tortoise LLC first reported a position in FrontView REIT in Q2 2025 and has held it in 4 quarters since.
110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.