EverSource Wealth Advisors, LLC
Position in ESRT — Empire State Realty Trust, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in ESRT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,484
+$3,531 QoQ
Shares Held
1,014
+169.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 226 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $488,252 across 14 REIT - Diversified names. ESRT ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
|
2,436 | $174,172 | |
| 2 | VICI |
Vici Properties Inc.
|
4,481 | $118,967 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
4,482 | $92,639 | |
| 4 | AAT |
American Assets Trust, Inc.
|
1,220 | $30,119 | |
| 5 | JBGS |
JBG SMITH Properties
|
1,427 | $20,931 | |
| 6 | GNL |
Global Net Lease, Inc.
|
2,050 | $18,323 | |
| 7 | SAFE |
Safehold Inc.
|
501 | $7,862 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
539 | $6,628 |
All Filings in ESRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,484 | 1,014 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,953 | 376 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,611 | 554 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,283 | 1,212 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,762 | 1,454 | Shares | Sole | 2025-08-13 | |
| 2023-06-30 | $179 | 24 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $155 | 24 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $161 | 24 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $157 | 24 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||