RITHOLTZ WEALTH MANAGEMENT

Position in ESS — Essex Property Trust, Inc.

CIK 1698218 NEW YORK, NY

Position in ESS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$564,809

+$86,133 QoQ

Shares Held

1,937

-2.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#368

of 624 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

RITHOLTZ WEALTH MANAGEMENT holds $1,549,468 across 4 REIT - Residential names. ESS ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc. This page	1,937	$564,809
2	UDR	UDR, Inc.	9,693	$386,944
3	MAA	Mid America Apartment Communities Inc.	2,308	$320,673
4	AMH	American Homes 4 Rent	8,265	$277,042

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$564,809	1,937	-2.1%	Shares	Sole	2026-08-11
2026-03-31	$478,676	1,978	-44.0%	Shares	Sole	2026-04-20
2025-12-31	$923,468	3,529	+93.5%	Shares	Sole	2026-01-23
2025-09-30	$488,211	1,824	0.0%	Shares	Sole	2025-10-28
2025-06-30	$516,921	1,824	-65.9%	Shares	Sole	2025-07-28
2025-03-31	$1,641,988	5,356	+194.9%	Shares	Sole	2025-04-17
2024-12-31	$518,359	1,816	-0.7%	Shares	Sole	2025-01-15
2024-09-30	$540,027	1,828	-4.1%	Shares	Sole	2024-10-10
2024-06-30	$519,085	1,907	+0.5%	Shares	Sole	2024-08-01
2024-03-31	$464,649	1,898	+8.1%	Shares	Sole	2024-04-24
2023-12-31	$435,382	1,756	-3.1%	Shares	Sole	2024-01-18
2023-09-30	$384,307	1,812	-1.3%	Shares	Sole	2023-10-13
2023-06-30	$429,940	1,835	+6.8%	Shares	Sole	2023-07-17
2023-03-31	$359,302	1,718	-17.0%	Shares	Sole	2023-04-20
2022-09-30	$501,658	2,071	+65.3%	Shares	Sole	2022-10-19
2022-03-31	$432,886	1,253	-7.8%	Shares	Sole	2022-04-14
2021-12-31	$478,680	1,359	-14.4%	Shares	Sole	2022-01-18
2021-09-30	$507,427	1,587	-18.5%	Shares	Sole	2021-10-14
2021-06-30	$584,119	1,947	+36.8%	Shares	Sole	2021-07-20
2021-03-31	$386,828	1,423	+69.0%	Shares	Sole	2021-05-12
2020-12-31	$199,907	842	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.