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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

KRG holding history

Kite Realty Group Trust in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KRG overviewAll 13F holders of KRGFull Q2 2026 holdings

Shares (Q2 2026)
1,132
Value
$32.1K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of KRG by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,132$32.1K<0.1%+170+17.7%AddedHolders
Q1 2026962$23.6K<0.1%+295+44.2%AddedHolders
Q4 2025667$16.0K<0.1%+29+4.5%AddedHolders
Q3 2025638$14.2K<0.1%−727−53.3%ReducedHolders
Q2 20251,365$30.9K<0.1%+740+118.4%AddedHolders
Q1 2025625$14.0K<0.1%+18+3.0%AddedHolders
Q4 2024607$15.3K<0.1%+26+4.5%AddedHolders
Q3 2024581$15.4K<0.1%00.0%UnchangedHolders
Q2 2024581$14.3K<0.1%+23+4.1%AddedHolders
Q1 2024558$12.2K<0.1%+34+6.5%AddedHolders
Q4 2023524$12.0K<0.1%+49+10.3%AddedHolders
Q3 2023475$10.2K<0.1%00.0%UnchangedHolders
Q2 2023475$10.6K<0.1%00.0%UnchangedHolders
Q1 2023475$9.94K<0.1%−618−56.5%ReducedHolders
Q4 20221,093$23.0K<0.1%−164−13.0%ReducedHolders
Q3 20221,257$21.0K<0.1%−122−8.8%ReducedHolders
Q2 20221,379$24.0K<0.1%−156−10.2%ReducedHolders
Q1 20221,535$35.0K<0.1%−126−7.6%ReducedHolders
Q4 20211,661$37.0K<0.1%–No prior filingHolders