EWA
SLG icon

EverSource Wealth Advisors’s SL Green Realty SLG Stock Holding History

EverSource Wealth Advisors’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.7K Buy
708
+375
+113% +$16.7K ﹤0.01% 1988
2026
Q1 		$12.3K Sell
333
-174
-34% -$7.25K ﹤0.01% 2804
2025
Q4 		$23.3K Sell
507
-163
-24% -$8.05K ﹤0.01% 2284
2025
Q3 		$40.1K Sell
670
-118
-15% -$6.99K ﹤0.01% 1861
2025
Q2 		$48.8K Buy
788
+128
+19% +$7.33K ﹤0.01% 1635
2025
Q1 		$38.1K Buy
660
+18
+3% +$1.14K ﹤0.01% 1373
2024
Q4 		$43.6K Sell
642
-42
-6% -$3.11K ﹤0.01% 1251
2024
Q3 		$47.6K Buy
684
+9
+1% +$578 ﹤0.01% 1092
2024
Q2 		$45K Buy
675
+9
+1% +$474 ﹤0.01% 1136
2024
Q1 		$33.2K Sell
666
-78
-10% -$3.69K ﹤0.01% 1146
2023
Q4 		$33.6K Sell
744
-14
-2% -$516 ﹤0.01% 1048
2023
Q3 		$28.3K Buy
758
+26
+4% +$934 ﹤0.01% 1007
2023
Q2 		$22K Buy
732
+390
+114% +$9.41K ﹤0.01% 1120
2023
Q1 		$8.04K Buy
342
+242
+242% +$8.16K ﹤0.01% 1456
2022
Q4 		$3.37K Buy
100
+96
+2,400% +$3.65K ﹤0.01% 1739
2022
Q3 		$0 Sell
4
-28
-88% -$1.3K ﹤0.01% 2120
2022
Q2 		$1K Sell
32
-24
-43% -$1.53K ﹤0.01% 1668
2022
Q1 		$5K Buy
56
+27
+93% +$2.13K ﹤0.01% 1288
2021
Q4 		$2K Buy
+29
New +$2.13K ﹤0.01% 1619

Other funds holding SLG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PFS
Prospect Financial Services Melville, New York $197M AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

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

EverSource Wealth Advisors increased its SL Green Realty (SLG) stake by 113% in Q2 2026, buying an estimated $16.7K and bringing the position to 708 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

EverSource Wealth Advisors first reported a position in SLG in Q4 2021 and has held it in 19 quarters since. The position peaked at $48.8K in Q2 2025. 133 funds tracked by Wall St. Rank hold SLG as of Q2 2026.

  • EverSource Wealth Advisors held 708 shares of SL Green Realty worth $36.7K as of Q2 2026.
  • EverSource Wealth Advisors bought 375 SL Green Realty shares in Q2 2026, an estimated $16.7K.
  • SL Green Realty made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1988 holding.
  • EverSource Wealth Advisors first reported a position in SL Green Realty in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's SL Green Realty position peaked at $48.8K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held SL Green Realty as of Q2 2026.

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