Position in ESS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$982,949
+$194,513 QoQ
Shares Held
3,371
+3.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#316
of 624 holders
Holding Since
Mar 2020
25 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, 2026Allworth Financial LP holds $10,191,128 across 19 REIT - Residential names. ESS ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
41,083 | $5,708,072 | |
| 2 | AVB |
Avalonbay Communities Inc
|
22,199 | $1,499,708 | |
| 3 | AMH |
American Homes 4 Rent
|
32,101 | $1,076,025 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
3,371 | $982,949 | |
| 5 | INVH |
Invitation Homes Inc.
|
7,324 | $221,258 | |
| 6 | MRP |
Millrose Properties, Inc.
|
5,249 | $157,732 | |
| 7 | UDR |
UDR, Inc.
|
2,643 | $105,508 | |
| 8 | VMRK |
Vivmark Residential
|
1,524 | $103,525 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,949 | 3,371 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $788,436 | 3,258 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $865,114 | 3,306 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $885,954 | 3,310 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $940,604 | 3,319 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $317,606 | 1,036 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $214,080 | 750 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $214,474 | 726 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $194,350 | 714 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $174,794 | 714 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $169,838 | 685 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $150,795 | 711 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $179,942 | 768 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $143,888 | 688 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $153,218 | 723 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $830,817 | 3,177 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $837,098 | 2,423 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $775,610 | 2,202 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $173,938 | 544 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $140,104 | 467 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $161,201 | 593 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $139,602 | 588 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $116,859 | 582 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $132,231 | 577 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $131,923 | 599 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||