As of the latest SEC filings, FORTUNE REIT (FRIVF) is held by 2 institutional funds. The largest fund shareholder is Global Real Estate Index Fund (NGREX), holding an estimated $298,556.13 in market value, representing 0.04% of its portfolio.
Funds holding FORTUNE REIT (FRIVF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FRIVF
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
NGREX
Global Real Estate Index Fund
|
MF | Independent / Boutique | 0.04% | $298,556.13 | 500,000 | Mar 31, 2026 | May 28, 2026 |
|
PDN
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
|
ETF | Invesco | 0.02% | $87,519.38 | 140,735 | Apr 30, 2026 | Jun 29, 2026 |
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