Independent Advisor Alliance

Position in ESS — Essex Property Trust, Inc.

CIK 1696899 CHARLOTTE, NC

Position in ESS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$465,377

+$65,351 QoQ

Shares Held

1,596

-3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#380

of 624 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $697,823 across 2 REIT - Residential names. ESS ranks #1 (66.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ESS	Essex Property Trust, Inc. This page	1,596	$465,377
2	MAA	Mid America Apartment Communities Inc.	1,673	$232,446

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$465,377	1,596	-3.4%	Shares	Sole	2026-08-12
2026-03-31	$400,026	1,653	-0.2%	Shares	Sole	2026-05-12
2025-12-31	$433,603	1,657	+6.5%	Shares	Sole	2026-02-04
2025-09-30	$416,478	1,556	+0.9%	Shares	Sole	2025-11-04
2025-06-30	$437,002	1,542	-4.0%	Shares	Sole	2025-08-11
2025-03-31	$492,351	1,606	-15.0%	Shares	Sole	2025-05-12
2024-12-31	$539,195	1,889	-1.9%	Shares	Sole	2025-02-07
2024-09-30	$568,683	1,925	-3.4%	Shares	Sole	2024-11-13
2024-06-30	$542,494	1,993	-0.7%	Shares	Sole	2024-08-12
2024-03-31	$491,578	2,008	+2.4%	Shares	Sole	2024-05-08
2023-12-31	$485,962	1,960	-31.8%	Shares	Sole	2024-02-08
2023-09-30	$609,546	2,874	+2.9%	Shares	Sole	2023-10-24
2023-06-30	$654,165	2,792	-4.4%	Shares	Sole	2023-07-28
2023-03-31	$610,688	2,920	+39.2%	Shares	Sole	2023-05-12
2022-09-30	$507,956	2,097	+69.1%	Shares	Sole	2022-11-04
2022-06-30	$324,272	1,240	+2.5%	Shares	Sole	2022-08-04
2022-03-31	$418,030	1,210	+38.1%	Shares	Sole	2022-05-06
2021-12-31	$308,553	876	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.