Position in ESS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$366,820
New position
Shares Held
1,258
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#401
of 624 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $7,560,757 across 11 REIT - Residential names. ESS ranks #9 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
20,255 | $2,814,229 | |
| 2 | AVB |
Avalonbay Communities Inc
|
10,761 | $727,022 | |
| 3 | AMH |
American Homes 4 Rent
|
19,885 | $666,545 | |
| 4 | SUI |
Sun Communities Inc
|
5,306 | $636,242 | |
| 5 | INVH |
Invitation Homes Inc.
|
17,192 | $519,370 | |
| 6 | UDR |
UDR, Inc.
|
11,098 | $443,032 | |
| 7 | MRP |
Millrose Properties, Inc.
|
14,488 | $435,364 | |
| 8 | VMRK |
Vivmark Residential
|
6,144 | $417,361 |
All Filings in ESS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,820 | 1,258 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||