Position in ESS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,955
+$2,759 QoQ
Shares Held
41
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#558
of 624 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,902,312 across 11 REIT - Residential names. ESS ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
11,851 | $800,611 | |
| 2 | SUI |
Sun Communities Inc
|
4,230 | $507,219 | |
| 3 | VMRK |
Vivmark Residential
|
3,383 | $229,807 | |
| 4 | CPT |
Camden Property Trust
|
1,229 | $140,708 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
2,144 | $138,180 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
283 | $39,320 | |
| 7 | UDR |
UDR, Inc.
|
417 | $16,646 | |
| 8 | INVH |
Invitation Homes Inc.
|
428 | $12,929 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,955 | 41 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $9,196 | 38 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $9,943 | 38 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $9,635 | 36 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $8,785 | 31 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $12,875 | 42 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $13,130 | 46 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $13,293 | 45 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $11,432 | 42 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,995 | 49 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $12,149 | 49 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,391 | 82 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $19,681 | 84 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $25,515 | 122 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $24,582 | 116 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $40,452 | 167 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $40,795 | 156 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $82,224 | 238 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $54,595 | 155 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $48,920 | 153 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $43,501 | 145 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $40,776 | 150 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $33,001 | 139 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $35,138 | 175 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $44,000 | 192 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $33,476 | 152 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||