Daiwa Securities Group Inc. FVR FRONTVIEW REIT INC

Ownership history in Daiwa Securities Group Inc.  ·  7 quarters on record

AI Ownership Summary

Daiwa Securities Group Inc. reported FRONTVIEW REIT INC (FVR) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows FVR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FVR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Daiwa Securities Group Inc.'s position in FRONTVIEW REIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FVR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Daiwa Securities Group Inc. held FVR — position size vs. price
% of Fund (quarterly)    FVR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 233,789 +81,565 +53.6% 0.01% $4.7M 2026-07-31 $20.34
2026 Q1 ADDED 152,224 +144,252 +1809.5% 0.01% $2.4M 2026-05-13 $17.65
2025 Q4 ADDED 7,972 +597 +8.1% 0.00% $118K 2026-02-11 $15.99
2025 Q3 ADDED 7,375 +1,944 +35.8% 0.00% $101K 2025-11-14 $13.68
2025 Q2 ADDED 5,431 +719 +15.3% 0.00% $65K 2025-08-14 $12.10
2025 Q1 ADDED 4,712 +4,619 +4966.7% 0.00% $60K 2025-05-13 $11.20
2024 Q4 INITIATED 93 0.00% $2K 2025-02-07 $16.17

FAQ About Daiwa Securities Group Inc. and FVR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Daiwa Securities Group Inc. reported owning FVR?

Daiwa Securities Group Inc. reported FVR across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported FVR position in Daiwa Securities Group Inc.'s portfolio?

The largest reported portfolio weight for FVR was 0.01% in 2026 Q2.

What is the latest reported FVR position on this page?

The most recent filing on this page is 2026 Q2, when Daiwa Securities Group Inc. reported 233,789 shares, equal to 0.01% of portfolio, with an estimated market value of $4.7M.

What does the chart on this FVR ownership page compare?

The chart compares Daiwa Securities Group Inc.'s quarterly FVR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Daiwa Securities Group Inc. time their FVR position?

Based on 13F filing dates vs. subsequent FVR price moves, Daiwa Securities Group Inc. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on FVR relative to SPY over the holding period was -0.4%.

← Back to Daiwa Securities Group Inc. Holdings