Position in FVR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,060
+$582 QoQ
Shares Held
198
+17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $563,914 across 13 REIT - Diversified names. FVR ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
9,903 | $270,544 | |
| 2 | BNL |
Broadstone Net Lease, Inc.
|
7,075 | $129,254 | |
| 3 | JBGS |
JBG SMITH Properties
|
3,081 | $45,010 | |
| 4 | GNL |
Global Net Lease, Inc.
|
3,040 | $28,450 | |
| 5 | AAT |
American Assets Trust, Inc.
|
1,482 | $27,278 | |
| 6 | OLP |
One Liberty Properties Inc
|
838 | $17,979 | |
| 7 | AHRT |
AH Realty Trust, Inc.
|
2,491 | $13,699 | |
| 8 | GOOD |
Gladstone Commercial Corp
|
1,082 | $12,365 |
All Filings in FVR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,060 | 198 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,478 | 168 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,632 | 192 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,112 | 176 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $447 | 35 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||