Steward Partners Investment Advisory, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1723397
STAMFORD, CT
Position in ESS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$576,473
+$229,929 QoQ
Shares Held
1,977
+38.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#363
of 618 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $15,604,896 across 17 REIT - Residential names. ESS ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
42,289 | $5,875,633 | |
| 2 | SUI |
Sun Communities Inc
|
21,427 | $2,569,311 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
114,434 | $1,909,903 | |
| 4 | AVB |
Avalonbay Communities Inc
|
8,135 | $1,534,993 | |
| 5 | CPT |
Camden Property Trust
|
7,799 | $892,907 | |
| 6 | NXRT |
NexPoint Residential Trust, Inc.
|
22,983 | $641,685 | |
| 7 | INVH |
Invitation Homes Inc.
|
20,740 | $626,555 | |
| 8 | ESS |
Essex Property Trust, Inc.
This page
|
1,977 | $576,473 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,473 | 1,977 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $346,544 | 1,432 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $708,891 | 2,709 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $623,647 | 2,330 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $310,323 | 1,095 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $21,766 | 71 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,984 | 56 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $15,066 | 51 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,071 | 37 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,829 | 81 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,794 | 100 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,209 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,430 | 100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,580 | 151 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,430 | 120 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,533 | 60 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,506 | 44 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,018 | 29 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,214 | 29 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,272 | 29 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,900 | 43 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,038 | 59 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,885 | 29 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,842 | 54 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $6,645 | 29 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,386 | 29 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||