SAGESPRING WEALTH PARTNERS, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 2056425
FRANKLIN, TN
Position in ESS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$299,754
+$56,302 QoQ
Shares Held
1,028
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#426
of 624 holders
Holding Since
Jun 2025
3 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $579,769 across 2 REIT - Residential names. ESS ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
1,028 | $299,754 | |
| 2 | AVB |
Avalonbay Communities Inc
|
4,145 | $280,015 |
All Filings in ESS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,754 | 1,028 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $243,452 | 1,006 | Shares | Sole | 2026-05-07 | |
| 2025-06-30 | $208,865 | 737 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||