Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in FCPT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20.0M | $472.6M | +4.4% | 18.210% | 0.01% |
| 2 | FMR LLC | 8.7M | $205.3M | -10.4% | 7.911% | 0.01% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.7M | $157.3M | β | 6.061% | 0.01% |
| 4 | STATE STREET CORP | 6.1M | $146.2M | +1.5% | 5.549% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.9M | $116.0M | β | 4.470% | 0.00% |
| 6 | VICTORY CAPITAL MANAGEMENT INC | 3.9M | $92.9M | -7.6% | 3.578% | 0.06% |
| 7 | Capital International Investors | 3.3M | $78.2M | +1.9% | 3.013% | 0.02% |
| 8 | TWO SIGMA INVESTMENTS, LP | 3.3M | $77.5M | +202.4% | 2.984% | 0.06% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.9M | $68.4M | +1.3% | 2.634% | 0.00% |
| 10 | WESTWOOD HOLDINGS GROUP INC | 2.8M | $66.7M | -8.6% | 2.568% | 0.49% |
| 11 | EARNEST PARTNERS LLC | 2.6M | $62.2M | -1.9% | 2.398% | 0.26% |
| 12 | LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 2.6M | $60.7M | +79.9% | 2.338% | 2.40% |
| 13 | Sumitomo Mitsui Trust Holdings, Inc. | 2.3M | $55.5M | +75.7% | 2.137% | 0.04% |
| 14 | Nuveen, LLC | 2.1M | $49.0M | +81.0% | 1.886% | 0.01% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | $47.3M | +5.9% | 1.821% | 0.01% |
| 16 | PRINCIPAL FINANCIAL GROUP INC | 1.6M | $37.1M | -5.6% | 1.430% | 0.02% |
| 17 | Callodine Capital Management, LP | 1.6M | $37.0M | +19.6% | 1.426% | 2.59% |
| 18 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.6M | $36.8M | -12.3% | 1.419% | 0.06% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $35.1M | +1.1% | 1.352% | 0.01% |
| 20 | BANK OF AMERICA CORP /DE/ | 1.3M | $31.2M | +7.9% | 1.200% | 0.00% |
| 21 | MORGAN STANLEY | 1.3M | $29.9M | -12.9% | 1.152% | 0.00% |
| 22 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.2M | $29.4M | +17.7% | 1.133% | 0.10% |
| 23 | Boston Trust Walden Corp | 1.2M | $29.3M | -11.1% | 1.129% | 0.24% |
| 24 | NORTHERN TRUST CORP | 1.2M | $28.7M | +4.1% | 1.107% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 1.2M | $28.2M | +30.6% | 1.087% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in FCPT β a direct measure of their conviction.
Filings activity in FCPT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new FCPT position in Q1 2026
Institutions that fully closed their FCPT position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 340 | +6.3% | 93.41% | +1.44 pp | $2.59B | +1.6% |
| Q4 2025 | 320 | +2.9% | 91.97% | +1.34 pp | $2.55B | +1.5% |
| Q3 2025 | 311 | 5.5% | 90.63% | 6.70 pp | $2.51B | 6.9% |
| Q2 2025 | 329 | +4.8% | 97.33% | 6.60 pp | $2.70B | 6.3% |
| Q1 2025 | 314 | +5.4% | 103.93% | +9.79 pp | $2.88B | +10% |
| Q4 2024 | 298 | +3.8% | 94.14% | 3.76 pp | $2.61B | 3.8% |
| Q3 2024 | 287 | +13% | 97.90% | +21.12 pp | $2.72B | +28% |
| Q2 2024 | 255 | β | 76.78% | β | $2.13B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying FCPT stock.
Based on Q1 2026 13F filings, institutional ownership of Four Corners Property Trust, Inc. stands at 93.4%, held across 340 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of FCPT, with approximately 19,984,973 shares worth $0.47B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of FCPT, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for FCPT is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
53 institutions opened new positions in FCPT during Q1 2026, while 33 fully exited. 211 added to existing positions and 74 trimmed.
FCPT institutional ownership rose by 1.44 percentage points quarter-over-quarter, with a net change of +20 holders.
The top 10 institutions account for 57.2% of all reported 13F value in FCPT, and the top 25 account for 80.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.