Position in ESS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$37,615
+$28,661 QoQ
Shares Held
129
+248.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#519
of 618 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $1,227,253 across 18 REIT - Residential names. ESS ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
14,849 | $592,772 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,535 | $213,272 | |
| 3 | AVB |
Avalonbay Communities Inc
|
815 | $153,782 | |
| 4 | VMRK |
Vivmark Residential
|
1,379 | $93,675 | |
| 5 | ESS |
Essex Property Trust, Inc.
This page
|
129 | $37,615 | |
| 6 | AMH |
American Homes 4 Rent
|
962 | $32,246 | |
| 7 | CPT |
Camden Property Trust
|
234 | $26,790 | |
| 8 | MRP |
Millrose Properties, Inc.
|
802 | $24,100 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,615 | 129 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,954 | 37 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $58,616 | 224 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $50,320 | 188 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $52,145 | 184 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,810 | 32 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,279 | 22 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,499 | 22 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,976 | 44 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,771 | 44 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,149 | 49 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $76,988 | 363 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $19,915 | 85 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $418 | 2 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $18,860 | 89 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,633 | 15 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $77,668 | 297 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $102,607 | 297 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $104,612 | 297 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $97,520 | 305 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $91,803 | 306 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $80,736 | 297 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $70,513 | 297 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $59,634 | 297 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $68,063 | 297 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $65,411 | 297 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||