BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in ESS — Essex Property Trust, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in ESS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$102,056
+$17,356 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#490
of 618 holders
Holding Since
Mar 2026
2 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $124,239 across 3 REIT - Residential names. ESS ranks #1 (82.1% of the industry book) .
All Filings in ESS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,056 | 350 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $84,700 | 350 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||