SIM
FVR

Sandia Investment Management’s FrontView REIT FVR Stock Holding History

Sandia Investment Management’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
2025
Q1 		– Sell
-7,500
Closed -$136K – 131
2024
Q4 		$136K Buy
+7,500
New +$142K 0.26% 77

Other funds holding FVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Sandia Investment Management's FVR Position: Q1 2025 in Review

Sandia Investment Management sold out of FrontView REIT (FVR) in Q1 2025, closing a stake of 7,500 shares — an estimated $136K sold.

Sandia Investment Management first reported a position in FVR in Q4 2024 and held it in 1 quarter. The position peaked at $136K in Q4 2024. 83 funds tracked by Wall St. Rank hold FVR as of Q1 2025.

  • Sandia Investment Management reported no remaining FrontView REIT position as of Q1 2025 after selling out during the quarter.
  • Sandia Investment Management sold 7,500 FrontView REIT shares in Q1 2025, an estimated $136K.
  • Sandia Investment Management first reported a position in FrontView REIT in Q4 2024 and held it in 1 quarter.
  • Sandia Investment Management's FrontView REIT position peaked at $136K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2025.

Based on Sandia Investment Management's 13F filing for Q1 2025, filed 15 May 2025.