Position in ESS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$583
+$99 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#610
of 618 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Abound Wealth Management holds $2,883 across 7 REIT - Residential names. ESS ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
24 | $725 | |
| 2 | VMRK |
Vivmark Residential
|
10 | $679 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
2 | $583 | |
| 4 | AVB |
Avalonbay Communities Inc
|
2 | $377 | |
| 5 | MRP |
Millrose Properties, Inc.
|
8 | $240 | |
| 6 | CSR |
Centerspace
|
3 | $168 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
4 | $111 |
All Filings in ESS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583 | 2 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $484 | 2 | Shares | Sole | 2026-04-10 | |
| 2024-12-31 | $4,281 | 15 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,431 | 15 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,083 | 15 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,672 | 15 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $3,719 | 15 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $3,181 | 15 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $3,514 | 15 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $3,137 | 15 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $3,178 | 15 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $20,589 | 85 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||