Position in FVR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,719
+$405 QoQ
Shares Held
85
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 124 holders
Holding Since
Jun 2025
5 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, 2026True Wealth Design, LLC holds $87,260 across 11 REIT - Diversified names. FVR ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
664 | $47,476 | |
| 2 | VICI |
Vici Properties Inc.
|
591 | $15,691 | |
| 3 | AHRT |
AH Realty Trust, Inc.
|
1,406 | $9,954 | |
| 4 | GOOD |
Gladstone Commercial Corp
|
342 | $4,206 | |
| 5 | SAFE |
Safehold Inc.
|
245 | $3,846 | |
| 6 | ESRT |
Empire State Realty Trust, Inc.
|
417 | $2,255 | |
| 7 | FVR |
FrontView REIT, Inc.
This page
|
85 | $1,719 | |
| 8 | AAT |
American Assets Trust, Inc.
|
60 | $1,481 |
All Filings in FVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,719 | 85 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,314 | 85 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,254 | 85 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,151 | 84 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,008 | 84 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||