Position in ESS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$605,632
+$123,810 QoQ
Shares Held
2,077
+4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#361
of 624 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $605,632 across 1 REIT - Residential name. ESS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
2,077 | $605,632 |
All Filings in ESS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,632 | 2,077 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $481,822 | 1,991 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $532,257 | 2,034 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $525,148 | 1,962 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $655,220 | 2,312 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $602,410 | 1,965 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $561,745 | 1,968 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $576,069 | 1,950 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $531,878 | 1,954 | Shares | Sole | 2024-07-10 | |
| 2023-12-31 | $486,954 | 1,964 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $628,634 | 2,964 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $690,482 | 2,947 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $616,335 | 2,947 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $907,653 | 4,283 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $753,577 | 3,111 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $827,940 | 3,166 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,147,339 | 3,321 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,115,864 | 3,168 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,010,378 | 3,160 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $15,494 | 57 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $13,058 | 55 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,043 | 55 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $15,354 | 67 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $46,470 | 211 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||