Position in ESS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,453,607
-$2,590,231 QoQ
Shares Held
18,703
-43.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#172
of 624 holders
Holding Since
Jun 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
$29,159
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 WEALTH MANAGEMENT, 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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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,453,607 | 18,703 | Shares | Sole | 2026-07-30 | |
| 2026-06-30 | $29,159 | 100 | Call | Sole | 2026-07-30 | |
| 2026-03-31 | $8,043,838 | 33,239 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $265 | 100 | Call | Sole | 2026-05-01 | |
| 2025-12-31 | $5,479,317 | 20,939 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,768,073 | 21,550 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,637,109 | 19,891 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,195,441 | 16,947 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,861,432 | 13,528 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,246,373 | 7,604 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,834,083 | 6,738 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||