Position in ESS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$0
-$802 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Activest Wealth Management holds $63,770 across 12 REIT - Residential names. ESS ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
300 | $41,682 | |
| 2 | INVH |
Invitation Homes Inc.
|
312 | $9,425 | |
| 3 | AMH |
American Homes 4 Rent
|
252 | $8,447 | |
| 4 | AVB |
Avalonbay Communities Inc
|
28 | $1,886 | |
| 5 | UDR |
UDR, Inc.
|
43 | $1,716 | |
| 6 | VMRK |
Vivmark Residential
|
4 | $271 | |
| 7 | SUI |
Sun Communities Inc
|
1 | $119 | |
| 8 | CPT |
Camden Property Trust
|
1 | $114 |
All Filings in ESS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $0 | 0 | Shares | Sole | 2026-07-16 | |
| 2025-09-30 | $802 | 3 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $850 | 3 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,839 | 6 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $285 | 1 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||