UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1463217
IRVING, TX
Position in ESS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$861,065
+$39,475 QoQ
Shares Held
2,953
-13.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#330
of 623 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $6,523,291 across 10 REIT - Residential names. ESS ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
15,345 | $1,042,385 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,759 | $939,095 | |
| 3 | INVH |
Invitation Homes Inc.
|
28,544 | $862,314 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
2,953 | $861,065 | |
| 5 | AVB |
Avalonbay Communities Inc
|
4,424 | $834,764 | |
| 6 | MRP |
Millrose Properties, Inc.
|
17,112 | $514,215 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
6,709 | $432,395 | |
| 8 | UDR |
UDR, Inc.
|
9,177 | $366,345 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,065 | 2,953 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $821,590 | 3,395 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $669,639 | 2,559 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $585,907 | 2,189 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $276,598 | 976 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $293,694 | 958 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $233,775 | 819 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $511,372 | 1,731 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $440,964 | 1,620 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $406,629 | 1,661 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $518,442 | 2,091 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $563,735 | 2,658 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $737,107 | 3,146 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $704,174 | 3,367 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $753,375 | 3,555 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,006,223 | 4,154 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,093,634 | 4,182 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,496,273 | 4,331 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,467,742 | 4,167 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,198,385 | 3,748 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,040,134 | 3,467 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $846,781 | 3,115 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $675,697 | 2,846 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $841,310 | 4,190 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,108,495 | 4,837 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,184,670 | 5,379 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||