Waverly Advisors, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in ESS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$342,618

+$121,672 QoQ

Shares Held

1,175

+28.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#410

of 618 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Waverly Advisors, LLC holds $2,435,615 across 4 REIT - Residential names. ESS ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	11,344	$1,576,135
2	ESS	Essex Property Trust, Inc. This page	1,175	$342,618
3	VMRK	Vivmark Residential	3,824	$259,764
4	AMH	American Homes 4 Rent	7,670	$257,098

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,618	1,175	+28.7%	Shares	Sole	2026-08-14
2026-03-31	$220,946	913	+1.1%	Shares	Sole	2026-05-15
2025-12-31	$236,297	903	+12.2%	Shares	Sole	2026-02-17
2025-09-30	$215,466	805	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.