Position in ESS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$723,143
+$138,713 QoQ
Shares Held
2,480
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#341
of 624 holders
Holding Since
Mar 2024
10 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, 2026SlateStone Wealth, LLC holds $723,143 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
|
2,480 | $723,143 |
All Filings in ESS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,143 | 2,480 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $584,430 | 2,415 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $595,322 | 2,275 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $608,926 | 2,275 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $651,820 | 2,300 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $708,176 | 2,310 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $669,356 | 2,345 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $667,649 | 2,260 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $615,172 | 2,260 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $532,706 | 2,176 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||