OneDigital Investment Advisors LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in ESS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,004,235
+$168,609 QoQ
Shares Held
3,444
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#310
of 624 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $1,729,362 across 2 REIT - Residential names. ESS ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
3,444 | $1,004,235 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
5,219 | $725,127 |
All Filings in ESS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,235 | 3,444 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $835,626 | 3,453 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $896,777 | 3,427 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $932,259 | 3,483 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $968,661 | 3,418 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||