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
Q2 		$4.01M Sell
198,021
-19,424
-9% -$350K 0.31% 79
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

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 $72.2B AUM 27.85% 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

SlateStone Wealth's FVR Position: Q2 2026 in Review

SlateStone Wealth reduced its FrontView REIT (FVR) stake by 8.9% in Q2 2026, selling an estimated $350K and leaving 198,021 shares worth $4.01M. The position accounts for 0.31% of the portfolio, ranked #79.

SlateStone Wealth first reported a position in FVR in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • SlateStone Wealth held 198,021 shares of FrontView REIT worth $4.01M as of Q2 2026.
  • SlateStone Wealth sold 19,424 FrontView REIT shares in Q2 2026, an estimated $350K.
  • FrontView REIT made up 0.31% of SlateStone Wealth's portfolio in Q2 2026, its #79 holding.
  • SlateStone Wealth first reported a position in FrontView REIT in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.