Position in ESS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$874,770
+$158,450 QoQ
Shares Held
3,000
+1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#328
of 623 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Horizon Investments, LLC holds $13,984,519 across 10 REIT - Residential names. ESS ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
168,709 | $5,655,125 | |
| 2 | INVH |
Invitation Homes Inc.
|
88,058 | $2,660,232 | |
| 3 | VMRK |
Vivmark Residential
|
34,640 | $2,353,095 | |
| 4 | AVB |
Avalonbay Communities Inc
|
5,162 | $974,017 | |
| 5 | ESS |
Essex Property Trust, Inc.
This page
|
3,000 | $874,770 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
5,683 | $789,596 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,579 | $230,666 | |
| 8 | CPT |
Camden Property Trust
|
1,781 | $203,906 |
All Filings in ESS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,770 | 3,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $716,320 | 2,960 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $767,507 | 2,933 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $745,165 | 2,784 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $708,500 | 2,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $284,803 | 929 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $252,614 | 885 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $259,969 | 880 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $292,070 | 1,073 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $263,170 | 1,075 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $234,799 | 947 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $206,787 | 975 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $217,196 | 927 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,548,681 | 7,405 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,468,181 | 6,928 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,159,797 | 4,788 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,200,592 | 4,591 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,584,025 | 4,585 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,903,098 | 5,403 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,414,529 | 4,424 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,399,779 | 7,999 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,098,777 | 4,042 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $1,999,065 | 9,956 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,687,837 | 7,365 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||