Lido Advisors, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 1650150 Los Angeles, CA

Position in ESS

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$41,118,946

-$3,516,333 QoQ

Shares Held

169,913

-0.4% QoQ

Ownership

0.264%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 52.557485301301256.ToString("F0")% Shared 0.ToString("F0")% None 47.442514698698744.ToString("F0")%

Real Estate · as of Mar 31, 2026

Lido Advisors, LLC holds $42,366,114 across 4 REIT - Residential names. ESS ranks #1 (97.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc. This page	169,913	$41,118,946
2	ELS	Equity Lifestyle Properties Inc	9,690	$604,848
3	AVB	Avalonbay Communities Inc	2,196	$358,716
4	CPT	Camden Property Trust	2,904	$283,604

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,118,946	169,913	-0.4%	Shares	Defined	2026-05-13
2025-12-31	$44,635,279	170,572	+0.0%	Shares	Defined	2026-02-10
2025-09-30	$45,652,891	170,563	-0.2%	Shares	Defined	2025-11-14
2025-06-30	$48,418,888	170,850	+0.6%	Shares	Defined	2025-08-13
2025-03-31	$52,073,059	169,857	+0.2%	Shares	Defined	2025-05-15
2024-12-31	$48,378,653	169,488	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$50,037,647	169,378	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$45,877,404	168,543	-1.0%	Shares	Sole	2024-08-15
2024-03-31	$41,673,270	170,227	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$42,556,917	171,642	-0.9%	Shares	Sole	2024-02-14
2023-09-30	$36,725,080	173,158	-0.4%	Shares	Sole	2023-11-14
2023-06-30	$40,749,924	173,922	-1.3%	Shares	Sole	2023-08-09
2023-03-31	$36,846,912	176,183	+2.2%	Shares	Sole	2023-05-15
2022-12-31	$36,538,398	172,416	+1.1%	Shares	Sole	2023-02-14
2022-09-30	$41,300,941	170,503	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$44,125,366	168,733	+0.8%	Shares	Sole	2022-08-15
2022-03-31	$57,813,659	167,343	+0.4%	Shares	Sole	2022-05-17
2021-12-31	$58,683,983	166,607	+0.0%	Shares	Sole	2022-02-15
2021-09-30	$53,261,969	166,579	+0.0%	Shares	Sole	2022-02-15
2021-06-30	$49,971,765	166,567	-0.0%	Shares	Sole	2021-08-12
2021-03-31	$45,281,476	166,574	-0.0%	Shares	Sole	2021-05-13
2020-12-31	$39,564,381	166,643	-1.2%	Shares	Sole	2021-02-08
2020-09-30	$33,861,827	168,643	+1.2%	Shares	Sole	2020-11-12
2020-06-30	$38,190,492	166,647	+0.4%	Shares	Sole	2020-08-12
2020-03-31	$36,539,577	165,908	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.