Prestige Wealth Management Group LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$874
+$148 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 623 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $491,870 across 8 REIT - Residential names. ESS ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
952 | $179,632 | |
| 2 | VMRK |
Vivmark Residential
|
2,571 | $174,648 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
870 | $120,877 | |
| 4 | CPT |
Camden Property Trust
|
87 | $9,960 | |
| 5 | INVH |
Invitation Homes Inc.
|
120 | $3,624 | |
| 6 | MRP |
Millrose Properties, Inc.
|
55 | $1,652 | |
| 7 | ESS |
Essex Property Trust, Inc.
This page
|
3 | $874 | |
| 8 | AMH |
American Homes 4 Rent
|
18 | $603 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874 | 3 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $726 | 3 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $785 | 3 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $802 | 3 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $850 | 3 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $299,212 | 976 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $856 | 3 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $886 | 3 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $816 | 3 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $734 | 3 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $743 | 3 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $636 | 3 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $702 | 3 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $627 | 3 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $635 | 3 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $726 | 3 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $784 | 3 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $1,036 | 3 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $1,056 | 3 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $959 | 3 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $900 | 3 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $815 | 3 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $712 | 3 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $5,822 | 29 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,791 | 34 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,589 | 39 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||