Position in ESS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$679,696
+$123,580 QoQ
Shares Held
2,331
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#349
of 624 holders
Holding Since
Mar 2020
23 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, 2026Claro Advisors Inc. holds $679,696 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
|
2,331 | $679,696 |
All Filings in ESS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,696 | 2,331 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $556,116 | 2,298 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $595,060 | 2,274 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $603,305 | 2,254 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $632,265 | 2,231 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $688,862 | 2,247 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $628,253 | 2,201 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $587,952 | 2,160 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $522,424 | 2,134 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $524,393 | 2,115 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $562,462 | 2,652 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $615,740 | 2,628 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $543,764 | 2,600 | Shares | Sole | 2023-04-17 | |
| 2022-06-30 | $661,620 | 2,530 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $865,772 | 2,506 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $882,688 | 2,506 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $796,152 | 2,490 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $742,224 | 2,474 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $667,910 | 2,457 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $578,355 | 2,436 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $483,301 | 2,407 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $547,487 | 2,389 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $520,647 | 2,364 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||