EverSource Wealth Advisors’s Franklin Street Properties FSP Stock Holding History

EverSource Wealth Advisors’s Portfolio FSP Stock Details FSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$988	Buy	1,919 +1,071	+126%	+$634	﹤0.01%	3965
2026 Q1	$564	Buy	848 +736	+657%	+$569	﹤0.01%	4043
2025 Q4	$106	Buy	112 +21	+23%	+$24	﹤0.01%	4092
2025 Q3	$146	Buy	91 +86	+1,720%	+$142	﹤0.01%	4147
2025 Q2	$8	Sell	5 -657	-99%	-$1.09K	﹤0.01%	4235
2025 Q1	$1.18K	Sell	662 -270	-29%	-$497	﹤0.01%	3168
2024 Q4	$1.71K	Hold	932	–	–	﹤0.01%	2772
2024 Q3	$1.65K	Hold	932	–	–	﹤0.01%	2599
2024 Q2	$1.62K	Hold	932	–	–	﹤0.01%	2616
2024 Q1	$1.73K	Hold	932	–	–	﹤0.01%	2427
2023 Q4	$2.39K	Hold	932	–	–	﹤0.01%	2119
2023 Q3	$1.73K	Buy	+932	New	+$1.66K	﹤0.01%	2055
2023 Q1	–	Sell	-2,090	Closed	-$5.71K	–	2441
2022 Q4	$5.71K	Sell	2,090 -829	-28%	-$2.29K	﹤0.01%	1551
2022 Q3	$7K	Buy	2,919 +2,222	+319%	+$7.33K	﹤0.01%	1237
2022 Q2	$3K	Sell	697 -27	-4%	-$129	﹤0.01%	1395
2022 Q1	$4K	Hold	724	–	–	﹤0.01%	1327
2021 Q4	$4K	Buy	+724	New	+$4.05K	﹤0.01%	1328

Other funds holding FSP

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

GPCM

Guardsman Private Capital Management Sarasota, Florida $143M AUM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

EverSource Wealth Advisors's FSP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Franklin Street Properties (FSP) stake by 126% in Q2 2026, buying an estimated $634 and bringing the position to 1,919 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #3965.

EverSource Wealth Advisors first reported a position in FSP in Q4 2021 and has held it in 17 quarters since. The position peaked at $7K in Q3 2022. 25 funds tracked by Wall St. Rank hold FSP as of Q2 2026.

EverSource Wealth Advisors held 1,919 shares of Franklin Street Properties worth $988 as of Q2 2026.
EverSource Wealth Advisors bought 1,071 Franklin Street Properties shares in Q2 2026, an estimated $634.
Franklin Street Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3965 holding.
EverSource Wealth Advisors first reported a position in Franklin Street Properties in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's Franklin Street Properties position peaked at $7K in Q3 2022.
25 funds tracked by Wall St. Rank held Franklin Street Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.