Position in ESS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$19,536
-$5,148 QoQ
Shares Held
67
-34.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#537
of 623 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, 2026Capital Analysts, LLC holds $102,196 across 8 REIT - Residential names. ESS ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
128 | $24,152 | |
| 2 | ESS |
Essex Property Trust, Inc.
This page
|
67 | $19,536 | |
| 3 | SUI |
Sun Communities Inc
|
151 | $18,106 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
295 | $15,664 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
75 | $10,420 | |
| 6 | CPT |
Camden Property Trust
|
57 | $6,525 | |
| 7 | VMRK |
Vivmark Residential
|
88 | $5,977 | |
| 8 | UMH |
Umh Properties, Inc.
|
120 | $1,816 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,536 | 67 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $24,684 | 102 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $35,326 | 135 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $36,134 | 135 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $38,542 | 136 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $41,693 | 136 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $24,833 | 87 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,929 | 81 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $21,776 | 80 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $19,339 | 79 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $19,587 | 79 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $25,874 | 122 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $28,584 | 122 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $25,305 | 121 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $29,033 | 137 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $32,943 | 136 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,565 | 136 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $46,639 | 135 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $47,551 | 135 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $42,845 | 134 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $40,201 | 134 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $36,426 | 134 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $31,814 | 134 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $37,346 | 186 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,225,371 | 5,347 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,191,498 | 5,410 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||