Position in ESS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,915
-$957 QoQ
Shares Held
10
-37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#588
of 624 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $937,195 across 20 REIT - Residential names. ESS ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
2,621 | $314,284 | |
| 2 | AMH |
American Homes 4 Rent
|
5,608 | $187,980 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
6,911 | $115,344 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,745 | $52,716 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
763 | $49,175 | |
| 6 | MRP |
Millrose Properties, Inc.
|
1,387 | $41,679 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
284 | $39,458 | |
| 8 | AVB |
Avalonbay Communities Inc
|
525 | $35,473 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,915 | 10 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,872 | 16 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,158 | 35 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,706 | 40 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $38,827 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,985 | 13 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,563 | 30 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,862 | 30 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $8,166 | 30 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,609 | 27 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $5,950 | 24 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $5,090 | 24 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $6,091 | 26 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,882 | 9 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $37 | 205 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $255,068 | 1,053 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $256,802 | 982 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $133,355 | 386 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $114,474 | 325 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $135,569 | 424 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $103,503 | 345 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $30,717 | 113 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $76,449 | 322 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $28,110 | 140 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $26,812 | 117 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $29,291 | 133 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||