UBS Group
FVR

UBS Group’s FrontView REIT FVR Stock Holding History

UBS 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 		$579K Buy
37,441
+17,858
+91% +$288K ﹤0.01% 5980
2025
Q4 		$289K Sell
19,583
-16,426
-46% -$236K ﹤0.01% 6382
2025
Q3 		$494K Sell
36,009
-3,881
-10% -$49.7K ﹤0.01% 6106
2025
Q2 		$479K Buy
39,890
+15,956
+67% +$189K ﹤0.01% 6041
2025
Q1 		$306K Buy
23,934
+11,828
+98% +$193K ﹤0.01% 6226
2024
Q4 		$219K Buy
+12,106
New +$229K ﹤0.01% 6394

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

UBS Group's FVR Position: Q1 2026 in Review

UBS Group increased its FrontView REIT (FVR) stake by 91% in Q1 2026, buying an estimated $288K and bringing the position to 37,441 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #5980.

UBS Group first reported a position in FVR in Q4 2024 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

  • UBS Group held 37,441 shares of FrontView REIT worth $579K as of Q1 2026.
  • UBS Group bought 17,858 FrontView REIT shares in Q1 2026, an estimated $288K.
  • FrontView REIT made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5980 holding.
  • UBS Group first reported a position in FrontView REIT in Q4 2024 and has held it in 6 quarters since.
  • 110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.