Samalin Investment Counsel’s FrontView REIT FVR Stock Holding History

Samalin Investment Counsel’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	$1.17M	Buy	58,040 +74	+0.1%	+$1.33K	0.37%	72
2026 Q1	$897K	Sell	57,966 -79	-0.1%	-$1.27K	0.32%	83
2025 Q4	$857K	Sell	58,045 -1,386	-2%	-$19.9K	0.3%	91
2025 Q3	$815K	Buy	59,431 +2,626	+5%	+$33.6K	0.28%	103
2025 Q2	$682K	Buy	+56,805	New	+$672K	0.26%	115

Other funds holding FVR

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Samalin Investment Counsel's FVR Position: Q2 2026 in Review

Samalin Investment Counsel increased its FrontView REIT (FVR) stake by 0.13% in Q2 2026, buying an estimated $1.33K and bringing the position to 58,040 shares worth $1.17M. The position accounts for 0.37% of the portfolio, ranked #72.

Samalin Investment Counsel first reported a position in FVR in Q2 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

Samalin Investment Counsel held 58,040 shares of FrontView REIT worth $1.17M as of Q2 2026.
Samalin Investment Counsel bought 74 FrontView REIT shares in Q2 2026, an estimated $1.33K.
FrontView REIT made up 0.37% of Samalin Investment Counsel's portfolio in Q2 2026, its #72 holding.
Samalin Investment Counsel first reported a position in FrontView REIT in Q2 2025 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.