SWA
FVR

SFMG Wealth Advisors’s FrontView REIT FVR Stock Holding History

SFMG Wealth Advisors’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 		$348K Hold
17,200
– – 0.02% 231
2026
Q1 		$266K Hold
17,200
– – 0.02% 261
2025
Q4 		$254K Hold
17,200
– – 0.02% 260
2025
Q3 		$236K Hold
17,200
– – 0.02% 261
2025
Q2 		$206K Buy
+17,200
New +$203K 0.02% 253

Other funds holding FVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $60.8B AUM 26.63% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

SFMG Wealth Advisors's FVR Position: Q2 2026 in Review

SFMG Wealth Advisors held its FrontView REIT (FVR) position steady in Q2 2026 at 17,200 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #231.

SFMG Wealth Advisors first reported a position in FVR in Q2 2025 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • SFMG Wealth Advisors held 17,200 shares of FrontView REIT worth $348K as of Q2 2026.
  • SFMG Wealth Advisors left its FrontView REIT share count unchanged in Q2 2026.
  • FrontView REIT made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #231 holding.
  • SFMG Wealth Advisors first reported a position in FrontView REIT in Q2 2025 and has held it in 5 quarters since.
  • 125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.