Mutual Advisors, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 1694080 OMAHA, NE

Position in ESS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$228,606

+$20,833 QoQ

Shares Held

784

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#458

of 624 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Mutual Advisors, LLC holds $648,659 across 2 REIT - Residential names. ESS ranks #2 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRT	Independence Realty Trust, Inc.	25,168	$420,053
2	ESS	Essex Property Trust, Inc. This page	784	$228,606

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,606	784	-1.3%	Shares	Sole	2026-08-14
2025-12-31	$207,773	794	+1.9%	Shares	Sole	2026-02-02
2025-09-30	$208,507	779	-1.6%	Shares	Sole	2025-11-04
2025-06-30	$224,452	792	-1.6%	Shares	Sole	2025-07-28
2025-03-31	$246,788	805	+1.4%	Shares	Sole	2025-04-28
2024-12-31	$226,639	794	-0.5%	Shares	Sole	2025-01-17
2024-09-30	$235,745	798	-0.5%	Shares	Sole	2024-10-25
2024-06-30	$218,304	802	-13.7%	Shares	Sole	2024-07-30
2023-12-31	$230,336	929	-2.0%	Shares	Sole	2024-01-12
2023-09-30	$201,061	948	-51.6%	Shares	Sole	2023-11-13
2023-06-30	$458,993	1,959	+32.8%	Shares	Sole	2023-07-31
2023-03-31	$308,481	1,475	+63.7%	Shares	Sole	2023-04-11
2022-09-30	$218,249	901	+25.3%	Shares	Sole	2022-11-03
2022-03-31	$248,400	719	0.0%	Shares	Sole	2022-05-09
2021-12-31	$253,253	719	0.0%	Shares	Sole	2022-02-14
2021-09-30	$229,893	719	-8.9%	Shares	Sole	2021-11-15
2021-06-30	$236,707	789	-0.5%	Shares	Sole	2021-08-12
2021-03-31	$215,569	793	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.