Robertson Stephens Wealth Management, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1767307
San Francisco, CA
Position in ESS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$217,526
+$16,295 QoQ
Shares Held
746
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#464
of 624 holders
Holding Since
Dec 2021
13 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, 2026Robertson Stephens Wealth Management, LLC holds $217,526 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
|
746 | $217,526 |
All Filings in ESS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,526 | 746 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $201,231 | 769 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $206,365 | 771 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $218,218 | 770 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $235,139 | 767 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $217,219 | 761 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $223,928 | 758 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $207,960 | 764 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $198,452 | 847 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $214,858 | 887 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $234,312 | 896 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $335,115 | 970 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $340,254 | 966 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||