Sumitomo Mitsui Trust Group
FVR

Sumitomo Mitsui Trust Group’s FrontView REIT FVR Stock Holding History

Sumitomo Mitsui Trust Group’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 		$404K Buy
26,094
+209
+0.8% +$3.37K ﹤0.01% 963
2025
Q4 		$382K Buy
25,885
+8,192
+46% +$118K ﹤0.01% 986
2025
Q3 		$243K Buy
17,693
+1,456
+9% +$18.6K ﹤0.01% 1034
2025
Q2 		$195K Buy
16,237
+554
+4% +$6.55K ﹤0.01% 1020
2025
Q1 		$201K Buy
+15,683
New +$256K ﹤0.01% 1015

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

Sumitomo Mitsui Trust Group's FVR Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its FrontView REIT (FVR) stake by 0.81% in Q1 2026, buying an estimated $3.37K and bringing the position to 26,094 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Sumitomo Mitsui Trust Group first reported a position in FVR in Q1 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 26,094 shares of FrontView REIT worth $404K as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 209 FrontView REIT shares in Q1 2026, an estimated $3.37K.
  • FrontView REIT made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #963 holding.
  • Sumitomo Mitsui Trust Group first reported a position in FrontView REIT in Q1 2025 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.