SW
FVR

SlateStone Wealth’s FrontView REIT FVR Stock Holding History

SlateStone Wealth’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 		$3.36M Sell
217,445
-29,500
-12% -$475K 0.28% 83
2025
Q4 		$3.65M Buy
+246,945
New +$3.55M 0.31% 78

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

SlateStone Wealth's FVR Position: Q1 2026 in Review

SlateStone Wealth reduced its FrontView REIT (FVR) stake by 12% in Q1 2026, selling an estimated $475K and leaving 217,445 shares worth $3.36M. The position accounts for 0.28% of the portfolio, ranked #83.

SlateStone Wealth first reported a position in FVR in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.65M in Q4 2025. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

  • SlateStone Wealth held 217,445 shares of FrontView REIT worth $3.36M as of Q1 2026.
  • SlateStone Wealth sold 29,500 FrontView REIT shares in Q1 2026, an estimated $475K.
  • FrontView REIT made up 0.28% of SlateStone Wealth's portfolio in Q1 2026, its #83 holding.
  • SlateStone Wealth first reported a position in FrontView REIT in Q4 2025 and has held it in 2 quarters since.
  • SlateStone Wealth's FrontView REIT position peaked at $3.65M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

Based on SlateStone Wealth's 13F filing for Q1 2026, filed 14 May 2026.