Position in FVR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,810,178
+$1,064,315 QoQ
Shares Held
188,343
+6.1% QoQ
Ownership
0.770%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 124 holders
Holding Since
Dec 2024
5 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $206,805,533 across 10 REIT - Diversified names. FVR ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
5,138,728 | $136,433,228 | |
| 2 | WPC |
W. P. Carey Inc.
|
675,909 | $48,327,493 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
796,085 | $16,455,076 | |
| 4 | FVR |
FrontView REIT, Inc.
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|
188,343 | $3,810,178 | |
| 5 | AAT |
American Assets Trust, Inc.
|
38,819 | $958,441 | |
| 6 | CTO |
CTO Realty Growth, Inc.
|
20,828 | $448,010 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
29,757 | $160,985 | |
| 8 | NXDT |
Nexpoint Diversified Real Estate Trust
|
22,089 | $114,641 |
All Filings in FVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,810,178 | 188,343 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||