Position in ESS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$219,858
-$150,419 QoQ
Shares Held
754
-46.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#462
of 624 holders
Holding Since
Dec 2023
7 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, 2026Sequoia Financial Advisors, LLC holds $5,990,659 across 13 REIT - Residential names. ESS ranks #13 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
32,029 | $967,596 | |
| 2 | MRP |
Millrose Properties, Inc.
|
21,279 | $639,433 | |
| 3 | AVB |
Avalonbay Communities Inc
|
8,898 | $601,166 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
4,177 | $580,352 | |
| 5 | SUI |
Sun Communities Inc
|
3,540 | $424,481 | |
| 6 | UDR |
UDR, Inc.
|
10,057 | $401,475 | |
| 7 | AMH |
American Homes 4 Rent
|
11,337 | $380,016 | |
| 8 | VMRK |
Vivmark Residential
|
5,524 | $375,245 |
All Filings in ESS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,858 | 754 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $370,277 | 1,415 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $233,399 | 872 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $569,350 | 2,009 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $238,511 | 778 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $208,942 | 732 | Shares | Sole | 2025-08-08 | |
| 2023-12-31 | $286,122 | 1,154 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||