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
Q2 		$511K Sell
25,264
-12,177
-33% -$219K ﹤0.01% 6206
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

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

UBS Group's FVR Position: Q2 2026 in Review

UBS Group reduced its FrontView REIT (FVR) stake by 33% in Q2 2026, selling an estimated $219K and leaving 25,264 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #6206.

UBS Group first reported a position in FVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $579K in Q1 2026. 124 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • UBS Group held 25,264 shares of FrontView REIT worth $511K as of Q2 2026.
  • UBS Group sold 12,177 FrontView REIT shares in Q2 2026, an estimated $219K.
  • FrontView REIT made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6206 holding.
  • UBS Group first reported a position in FrontView REIT in Q4 2024 and has held it in 7 quarters since.
  • UBS Group's FrontView REIT position peaked at $579K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.