Position in ESBA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,383,855
+$1,283,705 QoQ
Shares Held
247,484
+2415.6% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1
of 43 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESBA Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $1,455,250 across 4 REIT - Office names. ESBA ranks #1 (95.1% of the industry book) .
All Filings in ESBA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,649 | 215,072 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $100,150 | 9,838 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $222,994 | 21,077 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $192,222 | 21,077 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $210,137 | 21,077 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||