Position in ESS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$49,826,315
+$8,707,369 QoQ
Shares Held
170,878
+0.6% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#52
of 624 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $52,537,603 across 7 REIT - Residential names. ESS ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
170,878 | $49,826,315 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,956 | $966,466 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
8,578 | $552,851 | |
| 4 | 6,591 | $445,308 | |||
| 5 | AMH |
American Homes 4 Rent
|
9,120 | $305,701 | |
| 6 | CPT |
Camden Property Trust
|
2,081 | $238,253 | |
| 7 | INVH |
Invitation Homes Inc.
|
6,710 | $202,709 |
All Filings in ESS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,826,315 | 170,878 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $41,118,946 | 169,913 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $44,635,279 | 170,572 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $45,652,891 | 170,563 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $48,418,888 | 170,850 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $52,073,059 | 169,857 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $48,378,653 | 169,488 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,037,647 | 169,378 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,877,404 | 168,543 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $41,673,270 | 170,227 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $42,556,917 | 171,642 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $36,725,080 | 173,158 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $40,749,924 | 173,922 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,846,912 | 176,183 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,538,398 | 172,416 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $41,300,941 | 170,503 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,125,366 | 168,733 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $57,813,659 | 167,343 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $58,683,983 | 166,607 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $49,971,765 | 166,567 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $45,281,476 | 166,574 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $39,564,381 | 166,643 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $33,861,827 | 168,643 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $38,190,492 | 166,647 | 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. | ||||||