Position in ESS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$503,360
+$72,112 QoQ
Shares Held
2,080
+26.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Kestra Advisory Services, LLC holds $5,351,888 across 6 REIT - Residential names. ESS ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
189,982 | $2,828,831 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,926 | $845,803 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
2,080 | $503,360 | |
| 4 | CPT |
Camden Property Trust
|
4,849 | $473,553 | |
| 5 | AVB |
Avalonbay Communities Inc
|
2,676 | $437,124 | |
| 6 | EQR |
Equity Residential
|
4,450 | $263,217 |
All Filings in ESS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $503,360 | 2,080 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $431,248 | 1,648 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $764,169 | 2,855 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $976,029 | 3,444 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,055,827 | 3,444 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $843,189 | 2,954 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $1,048,242 | 3,851 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $975,078 | 3,983 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||