EP Wealth Advisors, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 1540569 TORRANCE, CA

Position in ESS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$868,355

+$359,913 QoQ

Shares Held

2,978

+41.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#330

of 624 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $2,973,011 across 6 REIT - Residential names. ESS ranks #1 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc. This page	2,978	$868,355
2	AVB	Avalonbay Communities Inc	11,457	$774,006
3	MAA	Mid America Apartment Communities Inc.	3,885	$539,781
4	CPT	Camden Property Trust	2,731	$312,672
5	AMH	American Homes 4 Rent	9,276	$310,931
6	UMH	Umh Properties, Inc.	11,048	$167,266

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$868,355	2,978	+41.7%	Shares	Sole	2026-08-12
2026-03-31	$508,442	2,101	+62.5%	Shares	Sole	2026-05-14
2025-12-31	$338,352	1,293	+12.7%	Shares	Sole	2026-02-18
2025-06-30	$325,059	1,147	-12.0%	Shares	Sole	2025-08-14
2025-03-31	$399,767	1,304	+6.2%	Shares	Sole	2025-05-15
2024-12-31	$350,520	1,228	-0.1%	Shares	Sole	2025-02-14
2024-09-30	$363,071	1,229	+0.1%	Shares	Sole	2024-11-15
2024-06-30	$334,261	1,228	0.0%	Shares	Sole	2024-08-19
2024-03-31	$300,626	1,228	+3.7%	Shares	Sole	2024-05-14
2023-12-31	$293,560	1,184	-0.2%	Shares	Sole	2024-02-28
2023-09-30	$251,538	1,186	-84.0%	Shares	Sole	2023-11-24
2023-06-30	$305,996	7,395	-94.7%	Shares	Sole	2023-08-14
2023-03-31	$4,787,113	140,839	+9639.9%	Shares	Sole	2023-06-05
2022-12-31	$306,436	1,446	+2.8%	Shares	Sole	2023-06-12
2022-06-30	$367,944	1,407	—	Shares	Sole	2022-08-11
2020-06-30	$472,000	0	-100.0%	Shares	Sole	2020-08-14
2020-03-31	$453,253	2,058	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.