Cetera Investment Advisers

Position in ESS — Essex Property Trust, Inc.

CIK 1666741 SCHAUMBURG, IL

Position in ESS

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

Position Value

$2,421,210

-$334,018 QoQ

Shares Held

10,005

-5.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Cetera Investment Advisers holds $36,699,640 across 18 REIT - Residential names. ESS ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAA	Mid America Apartment Communities Inc.	87,049	$10,630,423
2	AVB	Avalonbay Communities Inc	40,354	$6,591,825
3	EQR	Equity Residential	61,177	$3,618,619
4	IRT	Independence Realty Trust, Inc.	239,550	$3,566,899
5	ESS	Essex Property Trust, Inc. This page	10,005	$2,421,210
6	ELS	Equity Lifestyle Properties Inc	30,740	$1,918,790
7	AMH	American Homes 4 Rent	59,134	$1,651,021
8	SUI	Sun Communities Inc	10,629	$1,338,828

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,421,210	10,005	-5.0%	Shares	Sole	2026-05-13
2025-12-31	$2,755,228	10,529	+10.8%	Shares	Sole	2026-02-17
2025-09-30	$2,542,502	9,499	+127.6%	Shares	Sole	2025-11-14
2025-06-30	$1,182,628	4,173	+10.5%	Shares	Sole	2025-08-08
2025-03-31	$1,157,301	3,775	+25.2%	Shares	Sole	2025-05-06
2024-12-31	$860,316	3,014	+4.0%	Shares	Sole	2025-02-14
2024-09-30	$856,422	2,899	+1.4%	Shares	Sole	2024-11-13
2024-06-30	$778,219	2,859	-8.0%	Shares	Sole	2024-08-22
2024-03-31	$760,869	3,108	+418.0%	Shares	Sole	2024-05-24
2022-03-31	$207,288	600	+4.0%	Shares	Sole	2022-05-13
2021-12-31	$203,236	577	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.