Position in FVR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$48,086
+$11,314 QoQ
Shares Held
2,377
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 125 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Avalon Trust Co holds $83,836 across 2 REIT - Diversified names. FVR ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FVR |
FrontView REIT, Inc.
This page
|
2,377 | $48,086 | |
| 2 | WPC |
W. P. Carey Inc.
|
500 | $35,750 |
All Filings in FVR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,086 | 2,377 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $36,772 | 2,377 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $35,084 | 2,377 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||