Position in FVR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,339,354
+$908,140 QoQ
Shares Held
214,501
-3.3% QoQ
Ownership
0.877%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 124 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $133,608,610 across 9 REIT - Diversified names. FVR ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
1,424,673 | $37,825,067 | |
| 2 | WPC |
W. P. Carey Inc.
|
505,692 | $36,156,977 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
1,303,072 | $26,934,497 | |
| 4 | GNL |
Global Net Lease, Inc.
|
921,169 | $8,235,250 | |
| 5 | AAT |
American Assets Trust, Inc.
|
303,376 | $7,490,352 | |
| 6 | SAFE |
Safehold Inc.
|
292,924 | $4,598,906 | |
| 7 | FVR |
FrontView REIT, Inc.
This page
|
214,501 | $4,339,354 | |
| 8 | JBGS |
JBG SMITH Properties
|
281,593 | $4,130,969 |
All Filings in FVR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,339,354 | 214,501 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,431,214 | 221,798 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,199,730 | 216,784 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,722,394 | 198,570 | Shares | Defined | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||