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 $34.3B AUM 22.63% 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 $139B AUM 29.06% 1-Year Est. Return
FCM
FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return

EverSource Wealth Advisors's SRG Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Seritage Growth Properties (SRG) in Q1 2025, closing a stake of 226 shares — an estimated $931 sold.

EverSource Wealth Advisors first reported a position in SRG in Q3 2023 and held it in 6 quarters. The position peaked at $1.5K in Q3 2023. 80 funds tracked by Wall St. Rank hold SRG as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Seritage Growth Properties position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 226 Seritage Growth Properties shares in Q1 2025, an estimated $931.
  • EverSource Wealth Advisors first reported a position in Seritage Growth Properties in Q3 2023 and held it in 6 quarters.
  • EverSource Wealth Advisors's Seritage Growth Properties position peaked at $1.5K in Q3 2023.
  • 80 funds tracked by Wall St. Rank held Seritage Growth Properties as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.