Position in FVR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,745,863
+$2,497,907 QoQ
Shares Held
177,496
+759.0% QoQ
Ownership
0.784%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $205,726,479 across 9 REIT - Diversified names. FVR ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
5,273,968 | $144,084,805 | |
| 2 | WPC |
W. P. Carey Inc.
|
622,947 | $42,335,478 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
829,873 | $15,161,779 | |
| 4 | FVR |
FrontView REIT, Inc.
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|
177,496 | $2,745,863 | |
| 5 | AAT |
American Assets Trust, Inc.
|
36,939 | $680,046 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
19,655 | $363,420 | |
| 7 | GNL |
Global Net Lease, Inc.
|
18,299 | $171,278 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
|
24,241 | $113,205 |
All Filings in FVR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,745,863 | 177,496 | Shares | Sole | 2026-05-04 | |
| 2025-06-30 | $247,956 | 20,663 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $393,548 | 30,770 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $574,992 | 31,715 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||