EverSource Wealth Advisors’s Getty Realty Corp GTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14K	Sell	420 -685	-62%	-$22.7K	﹤0.01%	2690
2026 Q1	$35.1K	Buy	1,105 +147	+15%	+$4.59K	﹤0.01%	2150
2025 Q4	$26.2K	Sell	958 -495	-34%	-$13.7K	﹤0.01%	2207
2025 Q3	$39K	Buy	1,453 +265	+22%	+$7.39K	﹤0.01%	1889
2025 Q2	$32.8K	Buy	1,188 +1,159	+3,997%	+$33.2K	﹤0.01%	1919
2025 Q1	$904	Sell	29 -17	-37%	-$521	﹤0.01%	3267
2024 Q4	$1.39K	Buy	+46	New	+$1.46K	﹤0.01%	2855
2022 Q1	–	Sell	-52	Closed	-$2K	–	1764
2021 Q4	$2K	Buy	+52	New	+$1.65K	﹤0.01%	1547

Other funds holding GTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Getty Realty Corp (GTY) stake by 62% in Q2 2026, selling an estimated $22.7K and leaving 420 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

EverSource Wealth Advisors first reported a position in GTY in Q4 2021 and has held it in 8 quarters since. The position peaked at $39K in Q3 2025. 298 funds tracked by Wall St. Rank hold GTY as of Q2 2026.

EverSource Wealth Advisors held 420 shares of Getty Realty Corp worth $14K as of Q2 2026.
EverSource Wealth Advisors sold 685 Getty Realty Corp shares in Q2 2026, an estimated $22.7K.
Getty Realty Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2690 holding.
EverSource Wealth Advisors first reported a position in Getty Realty Corp in Q4 2021 and has held it in 8 quarters since.
EverSource Wealth Advisors's Getty Realty Corp position peaked at $39K in Q3 2025.
298 funds tracked by Wall St. Rank held Getty Realty Corp as of Q2 2026.

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