EverSource Wealth Advisors
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EverSource Wealth Advisors’s Long Pond Real Estate Select ETF LPRE Stock Holding History

EverSource Wealth Advisors’s Portfolio LPRE Stock Details LPRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.9K Buy
1,790
+92
+5% +$2.64K ﹤0.01% 1733
2026
Q1 		$44.2K Buy
+1,698
New +$46.4K ﹤0.01% 1995

Other funds holding LPRE

BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
WRTC
Wind River Trust Company Jackson, Wyoming $296M AUM 22.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PB
Prime Buchholz Portsmouth, New Hampshire $277M AUM 26.6% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
ACM
Arrow Capital Management New York $181M AUM
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Long Pond Real Estate Select ETF (LPRE) stake by 5.4% in Q2 2026, buying an estimated $2.64K and bringing the position to 1,790 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

EverSource Wealth Advisors first reported a position in LPRE in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold LPRE as of Q2 2026.

  • EverSource Wealth Advisors held 1,790 shares of Long Pond Real Estate Select ETF worth $53.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 92 Long Pond Real Estate Select ETF shares in Q2 2026, an estimated $2.64K.
  • Long Pond Real Estate Select ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1733 holding.
  • EverSource Wealth Advisors first reported a position in Long Pond Real Estate Select ETF in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Long Pond Real Estate Select ETF as of Q2 2026.

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