Position in FVR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,284,039
+$1,001,209 QoQ
Shares Held
83,002
+333.2% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 86.59550372280187.ToString("F0")%
Shared 13.404496277198138.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $781,550,847 across 11 REIT - Diversified names. FVR ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
15,457,602 | $422,301,686 | |
| 2 | WPC |
W. P. Carey Inc.
|
3,348,132 | $227,539,049 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
2,696,795 | $49,270,442 | |
| 4 | GNL |
Global Net Lease, Inc.
|
2,777,932 | $26,001,443 | |
| 5 | JBGS |
JBG SMITH Properties
|
887,621 | $12,968,141 | |
| 6 | AAT |
American Assets Trust, Inc.
|
616,883 | $11,356,814 | |
| 7 | ESRT |
Empire State Realty Trust, Inc.
|
1,940,596 | $10,091,097 | |
| 8 | CTO |
CTO Realty Growth, Inc.
|
443,746 | $8,204,861 |
All Filings in FVR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,284,039 | 83,002 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $282,830 | 19,162 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||