Position in ESS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,453,607
+$2,390,905 QoQ
Shares Held
18,703
+59.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#173
of 624 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Derivatives in ESS
reported options exposure · as of Jun 30, 2026CallValue
$291
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Diversify Advisory Services, LLC holds $5,912,281 across 3 REIT - Residential names. ESS ranks #1 (92.2% of the industry book) .
All Filings in ESS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,453,607 | 18,703 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $291 | 100 | Call | Sole | 2026-08-10 | |
| 2025-12-31 | $3,062,702 | 11,704 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,873,330 | 10,735 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,906,833 | 10,257 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,908,091 | 6,224 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,512,546 | 5,299 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,844,894 | 9,630 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,315,396 | 12,180 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,866,773 | 15,795 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||