EverSource Wealth Advisors, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in ESS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$67,353
+$3,223 QoQ
Shares Held
231
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#503
of 624 holders
Holding Since
Mar 2022
17 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, 2026EverSource Wealth Advisors, LLC holds $2,143,843 across 19 REIT - Residential names. ESS ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
20,239 | $678,408 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
3,305 | $459,192 | |
| 3 | INVH |
Invitation Homes Inc.
|
6,681 | $201,830 | |
| 4 | MRP |
Millrose Properties, Inc.
|
5,070 | $152,349 | |
| 5 | 1,827 | $123,400 | |||
| 6 | VMRK |
Vivmark Residential
|
1,500 | $101,892 | |
| 7 | SUI |
Sun Communities Inc
|
756 | $90,647 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
1,195 | $77,015 |
All Filings in ESS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,353 | 231 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $64,130 | 265 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $52,855 | 202 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $77,351 | 289 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $79,067 | 279 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $50,274 | 164 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,830 | 87 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,087 | 68 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,348 | 27 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $5,949 | 24 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,149 | 29 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,261 | 31 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,901 | 33 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,045 | 71 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,906 | 12 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,321 | 28 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,108 | 9 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||