TWD
FVR

True Wealth Design’s FrontView REIT FVR Stock Holding History

True Wealth Design’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 		$1.72K Hold
85
– – ﹤0.01% 1750
2026
Q1 		$1.31K Hold
85
– – ﹤0.01% 1701
2025
Q4 		$1.25K Buy
85
+1
+1% +$14 ﹤0.01% 1627
2025
Q3 		$1.15K Hold
84
– – ﹤0.01% 1704
2025
Q2 		$1.01K Buy
+84
New +$993 ﹤0.01% 1461

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

True Wealth Design's FVR Position: Q2 2026 in Review

True Wealth Design held its FrontView REIT (FVR) position steady in Q2 2026 at 85 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

True Wealth Design 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.

  • True Wealth Design held 85 shares of FrontView REIT worth $1.72K as of Q2 2026.
  • True Wealth Design left its FrontView REIT share count unchanged in Q2 2026.
  • FrontView REIT made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1750 holding.
  • True Wealth Design 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 True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.