WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 1632972 PLYMOUTH, MN

Position in ESS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,460,452

+$2,153,950 QoQ

Shares Held

15,297

+60.5% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#13

of 112 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $52,897,174 across 15 REIT - Residential names. ESS ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	140,661	$19,543,439
2	SUI	Sun Communities Inc	62,709	$7,519,436
3	AMH	American Homes 4 Rent	171,746	$5,756,925
4	ESS	Essex Property Trust, Inc. This page	15,297	$4,460,452
5	INVH	Invitation Homes Inc.	118,326	$3,574,628
6	MRP	Millrose Properties, Inc.	107,150	$3,219,857
7	AVB	Avalonbay Communities Inc	9,589	$1,809,348
8	CPT	Camden Property Trust	13,206	$1,511,954

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,460,452	15,297	+60.5%	Shares	Sole	2026-07-15
2026-03-31	$2,306,502	9,531	-21.9%	Shares	Sole	2026-04-08
2025-12-31	$3,194,327	12,207	+12.9%	Shares	Sole	2026-01-08
2025-09-30	$2,893,939	10,812	+2.5%	Shares	Sole	2025-10-29
2025-06-30	$2,988,736	10,546	+4.5%	Shares	Sole	2025-07-10
2025-03-31	$3,093,904	10,092	+15.1%	Shares	Sole	2025-04-16
2024-12-31	$2,503,594	8,771	+19.1%	Shares	Sole	2025-03-17
2024-09-30	$2,175,472	7,364	+4.3%	Shares	Sole	2024-10-24
2024-06-30	$1,921,187	7,058	+5.1%	Shares	Sole	2024-07-16
2024-03-31	$1,643,899	6,715	-7.0%	Shares	Sole	2024-04-15
2023-12-31	$1,790,870	7,223	+10.8%	Shares	Sole	2024-01-30
2023-09-30	$1,382,826	6,520	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.