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Frontview Reit shares owned by Heritage Investment Group

Quarter-by-quarter ownership of Frontview Reit (FVR) shares owned by Heritage Investment Group from 13F filings

Historical chart of Heritage Investment Group investment in Frontview Reit

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All positions including Frontview Reit held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Frontview Reit by Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 15k 13.71

More positions owned by Heritage Investment Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Heritage Investment Group

Top funds holding Frontview Reit

FMR
BlackRock
Zimmer Partners
Vanguard Group
Millennium Management
Alyeska Investment Group
Morgan Stanley
Citadel Advisors
Geode Capital Management
State Street Corporation
Burkehill Global Management
Principal Financial Group
Waterfall Asset Management
Centersquare Investment Management
CI Private Wealth

View all funds holding Frontview Reit