SIC
FVR

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $59B AUM 32.99% 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 $2.87B AUM 25.44% 1-Year Est. Return

Samalin Investment Counsel's FVR Position: Q1 2026 in Review

Samalin Investment Counsel reduced its FrontView REIT (FVR) stake by 0.14% in Q1 2026, selling an estimated $1.27K and leaving 57,966 shares worth $897K. The position accounts for 0.32% of the portfolio, ranked #83.

Samalin Investment Counsel 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.

  • Samalin Investment Counsel held 57,966 shares of FrontView REIT worth $897K as of Q1 2026.
  • Samalin Investment Counsel sold 79 FrontView REIT shares in Q1 2026, an estimated $1.27K.
  • FrontView REIT made up 0.32% of Samalin Investment Counsel's portfolio in Q1 2026, its #83 holding.
  • Samalin Investment Counsel 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 Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.