Position in FVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,780,829
-$590,959 QoQ
Shares Held
373,680
-13.4% QoQ
Ownership
1.65%
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 0.ToString("F0")%
Shared 100.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, 2026AMERIPRISE FINANCIAL INC holds $288,606,907 across 10 REIT - Diversified names. FVR ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
3,258,218 | $89,014,513 | |
| 2 | ESRT |
Empire State Realty Trust, Inc.
|
12,564,891 | $65,337,432 | |
| 3 | WPC |
W. P. Carey Inc.
|
843,780 | $57,343,287 | |
| 4 | AAT |
American Assets Trust, Inc.
|
952,582 | $17,537,034 | |
| 5 | BNL |
Broadstone Net Lease, Inc.
|
888,079 | $16,225,201 | |
| 6 | GNL |
Global Net Lease, Inc.
|
1,583,109 | $14,817,898 | |
| 7 | SAFE |
Safehold Inc.
|
1,008,376 | $13,643,325 | |
| 8 | AHRT |
AH Realty Trust, Inc.
|
1,323,670 | $7,280,185 |
All Filings in FVR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,780,829 | 373,680 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,371,788 | 431,693 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||