Allworth Financial LP

Position in ESS — Essex Property Trust, Inc.

CIK 1555170 FOLSOM, CA

Position in ESS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$788,436

-$76,678 QoQ

Shares Held

3,258

-1.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.24554941682013504.ToString("F0")% Shared 0.ToString("F0")% None 99.75445058317986.ToString("F0")%

Real Estate · as of Mar 31, 2026

Allworth Financial LP holds $7,495,951 across 19 REIT - Residential names. ESS ranks #3 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	34,434	$4,205,080
2	AVB	Avalonbay Communities Inc	6,852	$1,119,274
3	ESS	Essex Property Trust, Inc. This page	3,258	$788,436
4	AMH	American Homes 4 Rent	23,653	$660,391
5	INVH	Invitation Homes Inc.	7,155	$177,801
6	MRP	Millrose Properties, Inc.	4,704	$131,712
7	EQR	Equity Residential	1,580	$93,457
8	UDR	UDR, Inc.	2,323	$78,470

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$788,436	3,258	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$865,114	3,306	-0.1%	Shares	Sole	2026-02-05
2025-09-30	$885,954	3,310	-0.3%	Shares	Sole	2025-12-02
2025-06-30	$940,604	3,319	+220.4%	Shares	Sole	2025-08-07
2025-03-31	$317,606	1,036	+38.1%	Shares	Sole	2025-04-30
2024-12-31	$214,080	750	+3.3%	Shares	Sole	2025-01-30
2024-09-30	$214,474	726	+1.7%	Shares	Sole	2024-10-23
2024-06-30	$194,350	714	0.0%	Shares	Sole	2024-07-24
2024-03-31	$174,794	714	+4.2%	Shares	Sole	2024-04-25
2023-12-31	$169,838	685	-3.7%	Shares	Sole	2024-01-24
2023-09-30	$150,795	711	-7.4%	Shares	Sole	2023-10-31
2023-06-30	$179,942	768	+11.6%	Shares	Sole	2023-07-18
2023-03-31	$143,888	688	-4.8%	Shares	Sole	2023-04-18
2022-12-31	$153,218	723	-76.9%	Shares	Sole	2023-01-13
2022-09-30	$758,906	3,133	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$830,817	3,177	+31.1%	Shares	Sole	2022-07-13
2022-03-31	$837,098	2,423	+10.0%	Shares	Sole	2022-04-22
2021-12-31	$775,610	2,202	+304.8%	Shares	Sole	2022-01-21
2021-09-30	$173,938	544	+16.5%	Shares	Sole	2021-11-02
2021-06-30	$140,104	467	-21.2%	Shares	Sole	2021-08-02
2021-03-31	$161,201	593	+0.9%	Shares	Sole	2021-04-29
2020-12-31	$139,602	588	+1.0%	Shares	Sole	2021-01-26
2020-09-30	$116,859	582	+0.9%	Shares	Sole	2020-11-03
2020-06-30	$132,231	577	-3.7%	Shares	Sole	2020-07-24
2020-03-31	$131,923	599	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.