Position in FVR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$249,354
New position
Shares Held
12,326
first reported quarter
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#79
of 124 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $463,353 across 2 REIT - Diversified names. FVR ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FVR |
FrontView REIT, Inc.
This page
|
12,326 | $249,354 | |
| 2 | WPC |
W. P. Carey Inc.
|
2,993 | $213,999 |
All Filings in FVR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,354 | 12,326 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||