Position in DEI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$44,602
+$21,196 QoQ
Shares Held
3,780
+52.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#218
of 282 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEI Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,033,778 across 17 REIT - Office names. DEI ranks #9 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
4,904 | $259,174 | |
| 2 | VNO |
Vornado Realty Trust
|
3,853 | $151,418 | |
| 3 | BXP |
BXP, Inc.
|
1,816 | $120,415 | |
| 4 | CUZ |
Cousins Properties Inc
|
2,324 | $69,671 | |
| 5 | BDN |
Brandywine Realty Trust
|
21,636 | $68,584 | |
| 6 | HPP |
Hudson Pacific Properties, Inc.
|
3,836 | $58,267 | |
| 7 | HIW |
Highwoods Properties, Inc.
|
1,786 | $53,861 | |
| 8 | CDP |
Copt Defense Properties
|
1,461 | $53,162 |
All Filings in DEI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,602 | 3,780 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $23,406 | 2,485 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $18,857 | 1,716 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $22,605 | 1,452 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $25,476 | 1,694 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,448 | 528 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,892 | 587 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,616 | 832 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,553 | 793 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,887 | 785 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $11,904 | 821 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,702 | 1,309 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $18,112 | 1,441 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $14,117 | 1,145 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,351 | 724 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,474 | 138 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||