EWA
SRG

EverSource Wealth Advisors’s Seritage Growth Properties SRG Stock Holding History

EverSource Wealth Advisors’s Portfolio SRG Stock Details SRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-226
Closed -$931 – 4166
2024
Q4 		$931 Buy
226
+204
+927% +$878 ﹤0.01% 2991
2024
Q3 		$102 Hold
22
– – ﹤0.01% 2980
2024
Q2 		$112 Sell
22
-43
-66% -$312 ﹤0.01% 2992
2024
Q1 		$607 Hold
65
– – ﹤0.01% 2672
2023
Q4 		$608 Sell
65
-129
-66% -$1.08K ﹤0.01% 2487
2023
Q3 		$1.5K Buy
+194
New +$1.63K ﹤0.01% 2091

Other funds holding SRG

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return