KESTRA PRIVATE WEALTH SERVICES, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 1649451 AUSTIN, TX

Position in ESS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$877,394

+$140,020 QoQ

Shares Held

3,009

-1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#325

of 618 holders

Holding Since

Sep 2020

12 quarters on record

Real Estate · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $5,135,849 across 6 REIT - Residential names. ESS ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	13,914	$1,933,211
2	ESS	Essex Property Trust, Inc. This page	3,009	$877,394
3	IRT	Independence Realty Trust, Inc.	51,295	$856,113
4	CPT	Camden Property Trust	6,919	$792,156
5	VMRK	Vivmark Residential	5,752	$390,733
6	AVB	Avalonbay Communities Inc	1,517	$286,242

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$877,394	3,009	-1.2%	Shares	Sole	2026-07-28
2026-03-31	$737,374	3,047	+1.7%	Shares	Sole	2026-04-20
2025-12-31	$784,254	2,997	-5.5%	Shares	Sole	2026-01-29
2025-09-30	$848,482	3,170	-11.0%	Shares	Sole	2025-11-17
2025-06-30	$1,009,470	3,562	-4.2%	Shares	Sole	2025-08-07
2025-03-31	$1,140,133	3,719	-15.2%	Shares	Sole	2025-05-05
2024-12-31	$1,251,654	4,385	+28.1%	Shares	Sole	2025-01-28
2024-09-30	$1,010,927	3,422	-1.8%	Shares	Sole	2024-11-13
2024-06-30	$948,344	3,484	-1.6%	Shares	Sole	2024-08-12
2024-03-31	$866,627	3,540	+8.9%	Shares	Sole	2024-05-02
2023-12-31	$805,805	3,250	+14.1%	Shares	Sole	2024-02-05
2020-09-30	$571,849	2,848	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.