Position in FVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,841,391
-$389,242 QoQ
Shares Held
700,801
-7.9% QoQ
Ownership
3.09%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 10.105436493383998.ToString("F0")%
Shared 0.ToString("F0")%
None 89.894563506616.ToString("F0")%
Common Shares in FVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $35,127,911 across 7 REIT - Diversified names. FVR ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
534,366 | $14,598,879 | |
| 2 | FVR |
FrontView REIT, Inc.
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|
700,801 | $10,841,391 | |
| 3 | WPC |
W. P. Carey Inc.
|
97,111 | $6,599,663 | |
| 4 | GNL |
Global Net Lease, Inc.
|
155,355 | $1,454,122 | |
| 5 | AHRT |
AH Realty Trust, Inc.
|
208,841 | $1,148,625 | |
| 6 | JBGS |
JBG SMITH Properties
|
22,931 | $335,021 | |
| 7 | SAFE |
Safehold Inc.
|
11,102 | $150,210 |
All Filings in FVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,841,391 | 700,801 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,230,633 | 760,883 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,302,498 | 167,943 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,003,304 | 166,942 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $292,916 | 22,902 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||