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Equibles

Focus Partners Wealth

Position in ESS — Essex Property Trust, Inc.

CIK 1542153 ST LOUIS, MO
Back to ESS Full portfolio

Position in ESS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$4,362,186
+$2,025,918 QoQ
Shares Held
14,960
+55.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#197
of 631 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 39% Shared 2% None 58%

Common Shares in ESS Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $27,524,985 across 10 REIT - Residential names. ESS ranks #3 (15.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMH
American Homes 4 Rent
 282,861 $9,481,500
2 MAA
Mid America Apartment Communities Inc.
 60,646 $8,426,155
3 ESS
Essex Property Trust, Inc.
This page 		14,960 $4,362,186
4 CPT
Camden Property Trust
 17,148 $1,963,274
5 UDR
UDR, Inc.
 41,794 $1,668,416
6 INVH
Invitation Homes Inc.
 14,962 $452,002
7 MRP
Millrose Properties, Inc.
 13,749 $413,157
8
5,798 $391,720

All Filings in ESS

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,362,186 14,960
2026-03-31 $2,336,268 9,654
2025-12-31 $1,895,871 7,245
2025-09-30 $426,917 1,595
2025-06-30 $272,347 961
2025-03-31 $222,263 725