NewEdge Advisors, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in ESS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$298,879

+$296,263 QoQ

Shares Held

1,025

+10150.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#427

of 624 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

NewEdge Advisors, LLC holds $12,820,667 across 14 REIT - Residential names. ESS ranks #9 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELS	Equity Lifestyle Properties Inc	62,594	$4,034,183
2	MRP	Millrose Properties, Inc.	79,666	$2,393,963
3	MAA	Mid America Apartment Communities Inc.	12,817	$1,780,793
4	AVB	Avalonbay Communities Inc	16,387	$1,107,044
5	CSR	Centerspace	16,203	$910,446
6	SUI	Sun Communities Inc	7,263	$870,906
7	VMRK	Vivmark Residential	6,144	$417,361
8	AMH	American Homes 4 Rent	10,111	$338,920

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,879	1,025	+10150.0%	Shares	Sole	2026-08-12
2025-12-31	$2,616	10	0.0%	Shares	Sole	2026-02-18
2025-09-30	$2,676	10	0.0%	Shares	Sole	2025-11-17
2025-06-30	$2,834	10	-41.2%	Shares	Sole	2025-08-14
2025-03-31	$5,211	17	0.0%	Shares	Sole	2025-05-15
2024-12-31	$4,852	17	0.0%	Shares	Sole	2025-02-13
2024-09-30	$5,022	17	0.0%	Shares	Sole	2024-11-14
2024-06-30	$4,627	17	-10.5%	Shares	Sole	2024-08-16
2024-03-31	$4,651	19	0.0%	Shares	Sole	2024-05-14
2023-12-31	$4,710	19	+11.8%	Shares	Sole	2024-02-13
2023-09-30	$3,605	17	+70.0%	Shares	Sole	2023-11-14
2023-06-30	$2,343	10	-69.7%	Shares	Sole	2023-08-14
2023-03-31	$6,901	33	-19.5%	Shares	Sole	2023-05-12
2022-12-31	$1,702	41	-97.6%	Shares	Sole	2023-02-14
2020-06-30	$388,443	1,695	-0.9%	Shares	Sole	2020-07-29
2020-03-31	$376,830	1,711	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.