Spire Wealth Management

Position in ESS — Essex Property Trust, Inc.

CIK 1858740 MCLEAN, VA

Position in ESS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,166

-$306,416 QoQ

Shares Held

-99.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#605

of 623 holders

Holding Since

Mar 2021

17 quarters on record

Real Estate · as of Jun 30, 2026

Spire Wealth Management holds $251,903 across 9 REIT - Residential names. ESS ranks #8 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INVH	Invitation Homes Inc.	4,004	$120,960
2	AVB	Avalonbay Communities Inc	351	$66,230
3	MAA	Mid America Apartment Communities Inc.	235	$32,650
4	VMRK	Vivmark Residential	334	$22,688
5	CPT	Camden Property Trust	41	$4,694
6	ELME	Elme Communities	1,060	$1,568
7	UDR	UDR, Inc.	35	$1,397
8	ESS	Essex Property Trust, Inc. This page	4	$1,166

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,166	4	-99.7%	Shares	Sole	2026-07-15
2026-03-31	$307,582	1,271	+42266.7%	Shares	Sole	2026-04-22
2025-12-31	$785	3	0.0%	Shares	Sole	2026-01-14
2025-09-30	$802	3	-98.8%	Shares	Sole	2025-10-23
2025-06-30	$68,866	243	+12050.0%	Shares	Sole	2025-08-04
2025-03-31	$613	2	0.0%	Shares	Sole	2025-04-23
2024-12-31	$570	2	0.0%	Shares	Sole	2025-01-24
2024-09-30	$590	2	0.0%	Shares	Sole	2024-10-15
2024-06-30	$544	2	-50.0%	Shares	Sole	2024-07-31
2024-03-31	$979	4	0.0%	Shares	Sole	2024-04-24
2023-12-31	$991	4	-71.4%	Shares	Sole	2024-02-06
2022-06-30	$3,661	14	-83.3%	Shares	Sole	2022-07-22
2022-03-31	$29,020	84	-77.6%	Shares	Sole	2022-04-18
2021-12-31	$132,086	375	+1002.9%	Shares	Sole	2022-01-14
2021-09-30	$10,871	34	0.0%	Shares	Sole	2021-10-22
2021-06-30	$10,200	34	-90.9%	Shares	Sole	2021-07-26
2021-03-31	$101,940	375	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.