SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in ESS — Essex Property Trust, Inc.

CIK 1531593 NEW YORK, NY

Position in ESS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,373

+$1,953 QoQ

Shares Held

+50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#574

of 618 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $628,612 across 7 REIT - Residential names. ESS ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc	2,174	$410,212
2	UDR	UDR, Inc.	3,472	$138,602
3	VMRK	Vivmark Residential	782	$53,121
4	INVH	Invitation Homes Inc.	527	$15,920
5	ESS	Essex Property Trust, Inc. This page	15	$4,373
6	MAA	Mid America Apartment Communities Inc.	27	$3,751
7	CPT	Camden Property Trust	23	$2,633

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,373	15	+50.0%	Shares	Sole	2026-08-03
2026-03-31	$2,420	10	-97.9%	Shares	Sole	2026-04-30
2025-12-31	$121,942	466	+312.4%	Shares	Sole	2026-02-17
2025-09-30	$30,245	113	+162.8%	Shares	Sole	2025-11-13
2025-06-30	$12,186	43	-57.0%	Shares	Sole	2025-08-12
2023-12-31	$24,794	100	+20.5%	Shares	Sole	2024-02-14
2023-06-30	$19,446	83	-33.6%	Shares	Sole	2023-08-14
2023-03-31	$26,142	125	+89.4%	Shares	Sole	2023-05-12
2022-12-31	$13,986	66	-52.5%	Shares	Sole	2023-02-13
2022-06-30	$36,349	139	+434.6%	Shares	Sole	2022-08-02
2022-03-31	$8,982	26	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.