EWA
RPT

EverSource Wealth Advisors’s RPT Realty Common Shares of Beneficial Interest (MD) RPT Stock Holding History

EverSource Wealth Advisors’s Portfolio RPT Stock Details RPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,273
Closed -$16.3K – 3031
2023
Q4 		$16.3K Hold
1,273
– – ﹤0.01% 1330
2023
Q3 		$13.4K Sell
1,273
-68
-5% -$727 ﹤0.01% 1288
2023
Q2 		$14K Hold
1,341
– – ﹤0.01% 1301
2023
Q1 		$12.8K Hold
1,341
– – ﹤0.01% 1264
2022
Q4 		$13.5K Buy
1,341
+1,095
+445% +$10.8K ﹤0.01% 1217
2022
Q3 		$2K Sell
246
-358
-59% -$3.52K ﹤0.01% 1755
2022
Q2 		$6K Sell
604
-243
-29% -$2.95K ﹤0.01% 1231
2022
Q1 		$11K Hold
847
– – ﹤0.01% 954
2021
Q4 		$11K Buy
+847
New +$11.4K ﹤0.01% 946

Other funds holding RPT

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EverSource Wealth Advisors's RPT Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of RPT Realty Common Shares of Beneficial Interest (MD) (RPT) in Q1 2024, closing a stake of 1,273 shares — an estimated $16.3K sold.

EverSource Wealth Advisors first reported a position in RPT in Q4 2021 and held it in 9 quarters. The position peaked at $16.3K in Q4 2023. 1 fund tracked by Wall St. Rank holds RPT as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining RPT Realty Common Shares of Beneficial Interest (MD) position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,273 RPT Realty Common Shares of Beneficial Interest (MD) shares in Q1 2024, an estimated $16.3K.
  • EverSource Wealth Advisors first reported a position in RPT Realty Common Shares of Beneficial Interest (MD) in Q4 2021 and held it in 9 quarters.
  • EverSource Wealth Advisors's RPT Realty Common Shares of Beneficial Interest (MD) position peaked at $16.3K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held RPT Realty Common Shares of Beneficial Interest (MD) as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.