EverSource Wealth Advisors’s Transcontinental Realty Investors TCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46	Sell	1 -1	-50%	-$38	﹤0.01%	4347
2026 Q1	$70	Sell	2 -1	-33%	-$46	﹤0.01%	4301
2025 Q4	$176	Hold	3	–	–	﹤0.01%	4044
2025 Q3	$138	Hold	3	–	–	﹤0.01%	4155
2025 Q2	$128	Buy	+3	New	+$102	﹤0.01%	4101

Other funds holding TCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Transcontinental Realty Investors (TCI) stake by 50% in Q2 2026, selling an estimated $38 and leaving 1 share worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #4347.

EverSource Wealth Advisors first reported a position in TCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $176 in Q4 2025. 16 funds tracked by Wall St. Rank hold TCI as of Q2 2026.

EverSource Wealth Advisors held 1 share of Transcontinental Realty Investors worth $46 as of Q2 2026.
EverSource Wealth Advisors sold 1 Transcontinental Realty Investors share in Q2 2026, an estimated $38.
Transcontinental Realty Investors made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4347 holding.
EverSource Wealth Advisors first reported a position in Transcontinental Realty Investors in Q2 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's Transcontinental Realty Investors position peaked at $176 in Q4 2025.
16 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q2 2026.

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