EverSource Wealth Advisors’s Real Brokerage REAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.1K	Buy	1,153 +363	+46%	+$737	﹤0.01%	3706
2026 Q1	$1.98K	Buy	790 +723	+1,079%	+$2.19K	﹤0.01%	3644
2025 Q4	$245	Buy	67 +66	+6,600%	+$255	﹤0.01%	4003
2025 Q3	$4	Sell	1 -17	-94%	-$77	﹤0.01%	4314
2025 Q2	$81	Sell	18 -148	-89%	-$637	﹤0.01%	4153
2025 Q1	$674	Buy	166 +156	+1,560%	+$741	﹤0.01%	3359
2024 Q4	$46	Buy	+10	New	+$52	﹤0.01%	3647
2024 Q2	–	Sell	-9,400	Closed	-$36.3K	–	3127
2024 Q1	$36.3K	Hold	9,400	–	–	﹤0.01%	1106
2023 Q4	$15K	Buy	9,400 +6,900	+276%	+$10.1K	﹤0.01%	1379
2023 Q3	$3.63K	Hold	2,500	–	–	﹤0.01%	1822
2023 Q2	$4.78K	Hold	2,500	–	–	﹤0.01%	1746
2023 Q1	$3.02K	Buy	+2,500	New	+$3.28K	﹤0.01%	1816

Other funds holding REAX

DBA Trading Fort Lauderdale, Florida $199M AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

SmartHarvest Portfolios Poulsbo, Washington $309M AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Real Brokerage (REAX) stake by 46% in Q2 2026, buying an estimated $737 and bringing the position to 1,153 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3706.

EverSource Wealth Advisors first reported a position in REAX in Q1 2023 and has held it in 12 quarters since. The position peaked at $36.3K in Q1 2024. 46 funds tracked by Wall St. Rank hold REAX as of Q2 2026.

EverSource Wealth Advisors held 1,153 shares of Real Brokerage worth $2.1K as of Q2 2026.
EverSource Wealth Advisors bought 363 Real Brokerage shares in Q2 2026, an estimated $737.
Real Brokerage made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3706 holding.
EverSource Wealth Advisors first reported a position in Real Brokerage in Q1 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Real Brokerage position peaked at $36.3K in Q1 2024.
46 funds tracked by Wall St. Rank held Real Brokerage as of Q2 2026.

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