Position in ESS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$13,704
-$178,444 QoQ
Shares Held
47
-94.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#549
of 624 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Ascentis Wealth Management, LLC holds $13,704 across 1 REIT - Residential name. ESS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
47 | $13,704 |
All Filings in ESS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,704 | 47 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $192,148 | 794 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $221,373 | 846 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $255,339 | 954 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $250,801 | 885 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $624,445 | 2,037 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $563,998 | 1,976 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $605,578 | 2,050 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||