Position in ESS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$78,437
+$6,563 QoQ
Shares Held
269
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#500
of 624 holders
Holding Since
Sep 2022
16 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, 2026Clearstead Trust, LLC holds $257,631 across 6 REIT - Residential names. ESS ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
269 | $78,437 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
4,359 | $72,751 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
505 | $32,547 | |
| 4 | AVB |
Avalonbay Communities Inc
|
436 | $29,435 | |
| 5 | INVH |
Invitation Homes Inc.
|
924 | $27,914 | |
| 6 | SUI |
Sun Communities Inc
|
138 | $16,547 |
All Filings in ESS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,437 | 269 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $71,874 | 297 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $77,718 | 297 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $79,495 | 297 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $84,169 | 297 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $91,051 | 297 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $84,775 | 297 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $87,739 | 297 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $80,843 | 297 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $72,708 | 297 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $73,638 | 297 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $62,990 | 297 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,587 | 297 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $62,114 | 297 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $62,940 | 297 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $71,942 | 297 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||