EverSource Wealth Advisors, LLC
Position in FR — First Industrial Realty Trust Inc
CIK 1710537
BIRMINGHAM, AL
Position in FR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$253,391
-$35,389 QoQ
Shares Held
4,133
-17.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#347
of 477 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,696,071 across 17 REIT - Industrial names. FR ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
6,803 | $921,598 | |
| 2 | EGP |
Eastgroup Properties Inc
|
1,931 | $391,083 | |
| 3 | CUBE |
CubeSmart
|
6,920 | $275,204 | |
| 4 | FR |
First Industrial Realty Trust Inc
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|
4,133 | $253,391 | |
| 5 | LINE |
Lineage, Inc.
|
4,462 | $192,979 | |
| 6 | PSA |
Public Storage
|
575 | $183,023 | |
| 7 | EXR |
Extra Space Storage Inc.
|
965 | $140,210 | |
| 8 | COLD |
Americold Realty Trust
|
6,423 | $100,965 |
All Filings in FR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,391 | 4,133 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $288,780 | 4,992 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $242,247 | 4,230 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $222,144 | 4,316 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $248,350 | 5,160 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,948 | 518 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,065 | 121 | Shares | Sole | 2025-02-10 | |
| 2024-03-31 | $262 | 5 | Shares | Sole | 2024-06-11 | |
| 2023-06-30 | $2,052 | 39 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,074 | 39 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,882 | 39 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,747 | 39 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||