Pinnacle Wealth Planning Services, Inc.
Position in ESS — Essex Property Trust, Inc.
CIK 1726752
MANSFIELD, OH
Position in ESS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$60,067
+$3,681 QoQ
Shares Held
206
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#508
of 624 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $498,031 across 15 REIT - Residential names. ESS ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
3,642 | $109,442 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
6,160 | $102,810 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
206 | $60,067 | |
| 4 | CSR |
Centerspace
|
808 | $45,401 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
298 | $41,404 | |
| 6 | AVB |
Avalonbay Communities Inc
|
556 | $37,549 | |
| 7 | BRT |
BRT Apartments Corp.
|
1,986 | $30,524 | |
| 8 | UDR |
UDR, Inc.
|
738 | $29,460 |
All Filings in ESS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,067 | 206 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $56,386 | 233 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $64,111 | 245 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $10,921 | 46 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||