SHFC
FVR

Safe Harbor Family Capital’s FrontView REIT FVR Stock Holding History

Safe Harbor Family Capital’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 		$281K Buy
13,895
+2,242
+19% +$40.4K 0.19% 42
2026
Q1 		$180K Hold
11,653
– – 0.14% 52
2025
Q4 		$172K Buy
+11,653
New +$167K 0.15% 51

Other funds holding FVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Safe Harbor Family Capital's FVR Position: Q2 2026 in Review

Safe Harbor Family Capital increased its FrontView REIT (FVR) stake by 19% in Q2 2026, buying an estimated $40.4K and bringing the position to 13,895 shares worth $281K. The position accounts for 0.19% of the portfolio, ranked #42.

Safe Harbor Family Capital first reported a position in FVR in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • Safe Harbor Family Capital held 13,895 shares of FrontView REIT worth $281K as of Q2 2026.
  • Safe Harbor Family Capital bought 2,242 FrontView REIT shares in Q2 2026, an estimated $40.4K.
  • FrontView REIT made up 0.19% of Safe Harbor Family Capital's portfolio in Q2 2026, its #42 holding.
  • Safe Harbor Family Capital first reported a position in FrontView REIT in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.