Position in ESS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,332
+$880 QoQ
Shares Held
8
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#594
of 623 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $7,087 across 8 REIT - Residential names. ESS ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
8 | $2,332 | |
| 2 | CPT |
Camden Property Trust
|
17 | $1,946 | |
| 3 | UDR |
UDR, Inc.
|
27 | $1,077 | |
| 4 | AVB |
Avalonbay Communities Inc
|
4 | $754 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
5 | $694 | |
| 6 | VMRK |
Vivmark Residential
|
2 | $135 | |
| 7 | SUI |
Sun Communities Inc
|
1 | $119 | |
| 8 | MRP |
Millrose Properties, Inc.
|
1 | $30 |
All Filings in ESS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,332 | 8 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,452 | 6 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,570 | 6 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,605 | 6 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,700 | 6 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,839 | 6 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,712 | 6 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,772 | 6 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,633 | 6 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,468 | 6 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,239 | 5 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,060 | 5 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,171 | 5 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,692 | 32 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,781 | 32 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,751 | 32 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $8,368 | 32 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,055 | 32 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,271 | 32 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $959 | 3 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $900 | 3 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $815 | 3 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $712 | 3 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $602 | 3 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||