Position in ESS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,021,455
+$600,245 QoQ
Shares Held
10,362
+3.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 624 holders
Holding Since
Dec 2021
12 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, 2026Cetera Investment Advisers holds $48,354,392 across 15 REIT - Residential names. ESS ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
91,432 | $12,703,562 | |
| 2 | MRP |
Millrose Properties, Inc.
|
294,023 | $8,835,391 | |
| 3 | AVB |
Avalonbay Communities Inc
|
92,013 | $6,216,203 | |
| 4 | VMRK |
Vivmark Residential
|
62,162 | $4,222,664 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
230,864 | $3,853,120 | |
| 6 | ESS |
Essex Property Trust, Inc.
This page
|
10,362 | $3,021,455 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
27,561 | $1,776,306 | |
| 8 | AMH |
American Homes 4 Rent
|
51,458 | $1,724,872 |
All Filings in ESS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,021,455 | 10,362 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,421,210 | 10,005 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,755,228 | 10,529 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,542,502 | 9,499 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,182,628 | 4,173 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,157,301 | 3,775 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $860,316 | 3,014 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $856,422 | 2,899 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $778,219 | 2,859 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $760,869 | 3,108 | Shares | Sole | 2024-05-24 | |
| 2022-03-31 | $207,288 | 600 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $203,236 | 577 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||