Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$231,522
+$148,274 QoQ
Shares Held
794
+130.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#451
of 618 holders
Holding Since
Dec 2023
11 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, 2026Larson Financial Group LLC holds $1,523,062 across 15 REIT - Residential names. ESS ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
6,982 | $970,079 | |
| 2 | ESS |
Essex Property Trust, Inc.
This page
|
794 | $231,522 | |
| 3 | AVB |
Avalonbay Communities Inc
|
500 | $94,345 | |
| 4 | CPT |
Camden Property Trust
|
720 | $82,432 | |
| 5 | AMH |
American Homes 4 Rent
|
1,771 | $59,363 | |
| 6 | SUI |
Sun Communities Inc
|
189 | $22,662 | |
| 7 | MRP |
Millrose Properties, Inc.
|
498 | $14,964 | |
| 8 | VMRK |
Vivmark Residential
|
220 | $14,944 |
All Filings in ESS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,522 | 794 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $83,248 | 344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $41,345 | 158 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $35,063 | 131 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,510 | 150 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $22,073 | 72 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $18,839 | 66 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $18,316 | 62 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $272 | 1 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $75,401 | 308 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $247 | 1 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||