Four Corners Property Trust (FCPT) — Smart Money Tracker (13F, Q2 2026)

FCPT ranks #1782 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

FCPT is a top-conviction position for Argosy-Lionbridge Management, LLC — at 11.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in FCPT belongs to BlackRock, Inc., but the position matters far more to Argosy-Lionbridge Management, LLC, who has 11.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its FCPT position for two straight quarters, increasing it by $123.9M to reach $126.1M today.

Fidelity has trimmed its FCPT position for two straight quarters, cutting it by $48.9M while still holding $174.5M.

FCPT is down 0.2% today, but institutions show net buying of $172.4M this quarter — a divergence between today's price move and the underlying institutional flow.

FCPT posted net income of $118.6M over the trailing twelve months, and currently trades at a P/E of 21.6.

• Profitable — net income of $118.6M over the trailing twelve months
• Revenue grew 3.4% year over year
• Net income improved year over year, from $105.8M to $118.6M
• Generated $192.3M in positive operating cash flow
• Liabilities run 0.79x equity — within a conventional range