RIL
FVR

Rothschild Investment LLC’s FrontView REIT FVR Stock Holding History

Rothschild Investment 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
Q2 		$809 Buy
40
+2
+5% +$36 ﹤0.01% 3125
2026
Q1 		$588 Buy
38
+5
+15% +$81 ﹤0.01% 3067
2025
Q4 		$487 Buy
33
+8
+32% +$115 ﹤0.01% 2930
2025
Q3 		$343 Hold
25
– – ﹤0.01% 2914
2025
Q2 		$300 Buy
25
+10
+67% +$118 ﹤0.01% 2862
2025
Q1 		$192 Buy
+15
New +$245 ﹤0.01% 2862

Other funds holding FVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FDS
First Dallas Securities Dallas, Texas $303M AUM 47.81% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Rothschild Investment LLC's FVR Position: Q2 2026 in Review

Rothschild Investment LLC increased its FrontView REIT (FVR) stake by 5.3% in Q2 2026, buying an estimated $36 and bringing the position to 40 shares worth $809. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

Rothschild Investment LLC first reported a position in FVR in Q1 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • Rothschild Investment LLC held 40 shares of FrontView REIT worth $809 as of Q2 2026.
  • Rothschild Investment LLC bought 2 FrontView REIT shares in Q2 2026, an estimated $36.
  • FrontView REIT made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3125 holding.
  • Rothschild Investment LLC first reported a position in FrontView REIT in Q1 2025 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.