Position in NTST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,781
-$6,871 QoQ
Shares Held
321
-58.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#244
of 267 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTST Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,440,305 across 26 REIT - Retail names. NTST ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,505 | $560,238 | |
| 2 | O |
Realty Income Corp
|
6,528 | $404,471 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,455 | $393,406 | |
| 4 | FRT |
Federal Realty Investment Trust
|
2,623 | $323,779 | |
| 5 | KIM |
Kimco Realty Corp
|
4,800 | $121,676 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
2,587 | $91,577 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
1,802 | $74,997 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
2,238 | $70,561 |
All Filings in NTST
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,781 | 321 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $13,652 | 774 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $32,056 | 1,775 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $30,236 | 1,786 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,314 | 146 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $537 | 38 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||