Position in HRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,723
-$8,226 QoQ
Shares Held
19
-82.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#303
of 333 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,174,199 across 16 Rental & Leasing Services names. HRI ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
431 | $488,270 | |
| 2 | AER |
AerCap Holdings N.V.
|
1,420 | $207,003 | |
| 3 | R |
Ryder System Inc
|
758 | $199,933 | |
| 4 | GATX |
Gatx Corp
|
451 | $79,909 | |
| 5 | CAR |
Avis Budget Group, Inc.
|
412 | $60,903 | |
| 6 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
491 | $36,730 | |
| 7 | VSTS |
Vestis Corp
|
1,774 | $25,756 | |
| 8 | MGRC |
Mcgrath Rentcorp
|
170 | $20,573 |
All Filings in HRI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,723 | 19 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,949 | 110 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $23,440 | 158 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,896 | 162 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,953 | 68 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,065 | 142 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,237 | 165 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,594 | 148 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $33,588 | 252 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $40,392 | 240 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $4,764 | 32 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,043 | 34 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,652 | 34 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,189 | 28 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,894 | 22 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||