Advisors Asset Management, Inc.

Position in ESS — Essex Property Trust, Inc.

CIK 1297376 Monument, CO

Position in ESS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,335,344

+$1,142,526 QoQ

Shares Held

8,009

+62.5% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#234

of 624 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $8,286,768 across 6 REIT - Residential names. ESS ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUI	Sun Communities Inc	22,601	$2,710,085
2	ESS	Essex Property Trust, Inc. This page	8,009	$2,335,344
3	INVH	Invitation Homes Inc.	76,359	$2,306,805
4	AVB	Avalonbay Communities Inc	13,041	$880,993
5	MRP	Millrose Properties, Inc.	1,098	$32,994
6	AMH	American Homes 4 Rent	613	$20,547

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,335,344	8,009	+62.5%	Shares	Sole	2026-08-14
2026-03-31	$1,192,818	4,929	+24.3%	Shares	Sole	2026-05-15
2025-12-31	$1,037,299	3,964	+117.1%	Shares	Sole	2026-08-21
2025-09-30	$488,747	1,826	-0.3%	Shares	Sole	2025-11-06
2025-06-30	$518,905	1,831	-13.1%	Shares	Sole	2025-08-12
2025-03-31	$646,249	2,108	-4.4%	Shares	Sole	2025-05-15
2024-12-31	$629,109	2,204	-15.2%	Shares	Sole	2026-08-21
2024-09-30	$767,501	2,598	-1.1%	Shares	Sole	2026-08-21
2024-06-30	$714,797	2,626	+21.3%	Shares	Sole	2026-08-21
2024-03-31	$529,768	2,164	+147.9%	Shares	Sole	2024-05-14
2023-12-31	$216,451	873	-10.6%	Shares	Sole	2024-02-14
2023-09-30	$206,999	976	+14.0%	Shares	Sole	2023-11-14
2023-06-30	$200,560	856	-43.6%	Shares	Sole	2023-08-14
2023-03-31	$317,265	1,517	-10.4%	Shares	Sole	2023-05-12
2022-12-31	$358,780	1,693	-58.1%	Shares	Sole	2023-02-13
2022-09-30	$978,366	4,039	-30.1%	Shares	Sole	2022-11-08
2022-06-30	$1,511,004	5,778	-42.7%	Shares	Sole	2022-08-08
2022-03-31	$3,482,438	10,080	-16.9%	Shares	Sole	2022-05-17
2021-12-31	$4,270,084	12,123	-2.1%	Shares	Sole	2022-02-15
2021-09-30	$3,959,979	12,385	-1.1%	Shares	Sole	2021-11-12
2021-06-30	$3,757,625	12,525	-0.6%	Shares	Sole	2021-07-30
2021-03-31	$3,425,455	12,601	+7.1%	Shares	Sole	2021-05-07
2020-12-31	$2,794,670	11,771	+11.0%	Shares	Sole	2021-02-12
2020-09-30	$2,129,578	10,606	+2.5%	Shares	Sole	2020-11-16
2020-06-30	$2,371,221	10,347	+59.2%	Shares	Sole	2020-08-12
2020-03-31	$1,431,339	6,499	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.