Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,650
+$10,314 QoQ
Shares Held
208
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#503
of 618 holders
Holding Since
Dec 2024
7 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, 2026AMERIFLEX GROUP, INC. holds $144,293 across 10 REIT - Residential names. ESS ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
3,996 | $66,693 | |
| 2 | ESS |
Essex Property Trust, Inc.
This page
|
208 | $60,650 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
61 | $8,475 | |
| 4 | CPT |
Camden Property Trust
|
19 | $2,175 | |
| 5 | AMH |
American Homes 4 Rent
|
58 | $1,944 | |
| 6 | UMH |
Umh Properties, Inc.
|
114 | $1,725 | |
| 7 | AVB |
Avalonbay Communities Inc
|
6 | $1,132 | |
| 8 | NXRT |
NexPoint Residential Trust, Inc.
|
23 | $642 |
All Filings in ESS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,650 | 208 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $50,336 | 208 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,429 | 208 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $111,346 | 416 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $58,947 | 208 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $63,766 | 208 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $59,371 | 208 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||