Position in ESS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,802,900
+$589,996 QoQ
Shares Held
6,183
+23.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#256
of 623 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Naviter Wealth, LLC holds $13,929,782 across 10 REIT - Residential names. ESS ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
13,705 | $2,585,996 | |
| 2 | VMRK |
Vivmark Residential
|
34,367 | $2,334,550 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
6,183 | $1,802,900 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
11,890 | $1,651,996 | |
| 5 | INVH |
Invitation Homes Inc.
|
47,691 | $1,440,745 | |
| 6 | SUI |
Sun Communities Inc
|
10,858 | $1,301,982 | |
| 7 | CPT |
Camden Property Trust
|
9,164 | $1,049,186 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
13,251 | $854,026 |
All Filings in ESS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,802,900 | 6,183 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,212,904 | 5,012 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,166,307 | 4,457 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,344,188 | 5,022 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,385,259 | 4,888 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,376,192 | 4,489 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,250,798 | 4,382 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,198,223 | 4,056 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,168,554 | 4,293 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,016,940 | 4,154 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $917,873 | 3,702 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $756,312 | 3,566 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $768,504 | 3,280 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $595,839 | 2,849 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $503,098 | 2,374 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $458,541 | 1,893 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $405,078 | 1,549 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $556,222 | 1,610 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $598,438 | 1,699 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||