Sowell Financial Services LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in ESS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$220,442
+$10,575 QoQ
Shares Held
756
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#461
of 624 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Sowell Financial Services LLC holds $220,442 across 1 REIT - Residential name. ESS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
756 | $220,442 |
All Filings in ESS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,442 | 756 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $209,867 | 802 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $219,635 | 775 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $236,672 | 772 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $105,473 | 388 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $89,269 | 376 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $72,685 | 362 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,125 | 18 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $25,988 | 118 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||