Plante Moran Financial Advisors, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in ESS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$14,579
+$2,479 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#546
of 623 holders
Holding Since
Sep 2023
12 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, 2026Plante Moran Financial Advisors, LLC holds $80,989 across 8 REIT - Residential names. ESS ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
509 | $61,034 | |
| 2 | ESS |
Essex Property Trust, Inc.
This page
|
50 | $14,579 | |
| 3 | AVB |
Avalonbay Communities Inc
|
18 | $3,396 | |
| 4 | MRP |
Millrose Properties, Inc.
|
27 | $811 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
4 | $555 | |
| 6 | UDR |
UDR, Inc.
|
7 | $279 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
8 | $223 | |
| 8 | CSR |
Centerspace
|
2 | $112 |
All Filings in ESS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,579 | 50 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,100 | 50 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,084 | 50 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,383 | 50 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $14,170 | 50 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $15,328 | 50 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,272 | 50 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $14,771 | 50 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $13,610 | 50 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,240 | 50 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,397 | 50 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $10,604 | 50 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||