Global Retirement Partners, LLC
PensionPosition in ESS — Essex Property Trust, Inc.
CIK 1749744
San Rafael, CA
Position in ESS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$227,148
+$11,262 QoQ
Shares Held
779
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#456
of 618 holders
Holding Since
Sep 2021
17 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, 2026Global Retirement Partners, LLC holds $1,669,745 across 18 REIT - Residential names. ESS ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,556 | $293,601 | |
| 2 | ESS |
Essex Property Trust, Inc.
This page
|
779 | $227,148 | |
| 3 | UDR |
UDR, Inc.
|
4,689 | $187,184 | |
| 4 | CPT |
Camden Property Trust
|
1,446 | $165,552 | |
| 5 | SUI |
Sun Communities Inc
|
1,119 | $134,179 | |
| 6 | VMRK |
Vivmark Residential
|
1,815 | $123,292 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
762 | $105,872 | |
| 8 | MRP |
Millrose Properties, Inc.
|
3,433 | $103,161 |
All Filings in ESS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,148 | 779 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $215,886 | 825 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $81,368 | 304 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $83,886 | 296 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $55,089 | 193 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $55,538 | 188 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $24,225 | 89 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $13,464 | 55 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $11,653 | 47 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $10,816 | 51 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $13,120 | 56 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,182 | 20 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,324 | 44 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $484 | 2 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,968 | 19 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,454 | 10 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $959 | 3 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||