Capital Advisors, Ltd. LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1597878
SHAKER HEIGHTS, OH
Position in ESS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$46,071
+$7,835 QoQ
Shares Held
158
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#518
of 624 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $63,380 across 7 REIT - Residential names. ESS ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
158 | $46,071 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
57 | $7,919 | |
| 3 | MRP |
Millrose Properties, Inc.
|
200 | $6,010 | |
| 4 | SUI |
Sun Communities Inc
|
12 | $1,438 | |
| 5 | AVB |
Avalonbay Communities Inc
|
4 | $754 | |
| 6 | CPT |
Camden Property Trust
|
6 | $686 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
18 | $502 |
All Filings in ESS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,071 | 158 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $38,236 | 158 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $41,345 | 158 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $42,290 | 158 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $44,777 | 158 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $48,438 | 158 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $48,239 | 169 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $49,925 | 169 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $46,001 | 169 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $38,679 | 158 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $38,430 | 155 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $32,237 | 152 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $35,613 | 152 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $1 | 140 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $1,830 | 7 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,381 | 4 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $352 | 1 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||