Position in FVR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,522,881
+$1,238,842 QoQ
Shares Held
124,710
+50.2% QoQ
Ownership
0.510%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 125 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 88%
Shared 12%
None 0%
Common Shares in FVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $809,979,399 across 11 REIT - Diversified names. FVR ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
16,011,928 | $425,116,686 | |
| 2 | WPC |
W. P. Carey Inc.
|
3,346,564 | $239,279,325 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
2,831,379 | $58,524,601 | |
| 4 | GNL |
Global Net Lease, Inc.
|
2,620,471 | $23,427,009 | |
| 5 | AAT |
American Assets Trust, Inc.
|
663,092 | $16,371,740 | |
| 6 | JBGS |
JBG SMITH Properties
|
861,906 | $12,644,158 | |
| 7 | CTO |
CTO Realty Growth, Inc.
|
469,023 | $10,088,683 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
666,879 | $8,202,610 |
All Filings in FVR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,522,881 | 124,710 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||