EWA
PPTY

EverSource Wealth Advisors’s US Diversified Real Estate ETF PPTY Stock Holding History

EverSource Wealth Advisors’s Portfolio PPTY Stock Details PPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,512
Closed -$454K – 1812
2021
Q4 		$454K Buy
+11,512
New +$433K 0.13% 127

Other funds holding PPTY

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FCM
Firestone Capital Management Coral Gables, Florida $480M AUM 15.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

EverSource Wealth Advisors's PPTY Position: Q1 2022 in Review

EverSource Wealth Advisors sold out of US Diversified Real Estate ETF (PPTY) in Q1 2022, closing a stake of 11,512 shares — an estimated $454K sold.

EverSource Wealth Advisors first reported a position in PPTY in Q4 2021 and held it in 1 quarter. The position peaked at $454K in Q4 2021. 20 funds tracked by Wall St. Rank hold PPTY as of Q1 2022.

  • EverSource Wealth Advisors reported no remaining US Diversified Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 11,512 US Diversified Real Estate ETF shares in Q1 2022, an estimated $454K.
  • EverSource Wealth Advisors first reported a position in US Diversified Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • EverSource Wealth Advisors's US Diversified Real Estate ETF position peaked at $454K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2022.

Based on EverSource Wealth Advisors's 13F filing for Q1 2022, filed 25 May 2022.