EverSource Wealth Advisors’s Lead Real Estate LRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-172	Closed	-$310	–	4414
2025 Q2	$310	Buy	+172	New	+$249	﹤0.01%	3991

Other funds holding LRE

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EverSource Wealth Advisors's LRE Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Lead Real Estate (LRE) in Q3 2025, closing a stake of 172 shares — an estimated $310 sold.

EverSource Wealth Advisors first reported a position in LRE in Q2 2025 and held it in 1 quarter. The position peaked at $310 in Q2 2025. 1 fund tracked by Wall St. Rank holds LRE as of Q3 2025.

EverSource Wealth Advisors reported no remaining Lead Real Estate position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 172 Lead Real Estate shares in Q3 2025, an estimated $310.
EverSource Wealth Advisors first reported a position in Lead Real Estate in Q2 2025 and held it in 1 quarter.
EverSource Wealth Advisors's Lead Real Estate position peaked at $310 in Q2 2025.
1 fund tracked by Wall St. Rank held Lead Real Estate as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.