Position in ESS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$349,616
-$120,590 QoQ
Shares Held
1,199
-38.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#407
of 618 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Atria Investments, Inc holds $6,856,331 across 8 REIT - Residential names. ESS ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
11,311 | $2,134,272 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
17,465 | $1,125,619 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
54,473 | $909,154 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
5,340 | $741,939 | |
| 5 | UDR |
UDR, Inc.
|
17,062 | $681,115 | |
| 6 | VMRK |
Vivmark Residential
|
7,246 | $492,220 | |
| 7 | INVH |
Invitation Homes Inc.
|
13,982 | $422,396 | |
| 8 | ESS |
Essex Property Trust, Inc.
This page
|
1,199 | $349,616 |
All Filings in ESS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,616 | 1,199 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $470,206 | 1,943 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $495,883 | 1,895 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $509,624 | 1,904 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $943,155 | 3,328 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,041,724 | 3,398 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $823,208 | 2,884 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $882,124 | 2,986 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $967,126 | 3,553 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $1,019,856 | 2,952 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||