Cornerstone Wealth Group, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1774879
HUNTERSVILLE, NC
Position in ESS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$307,919
+$116,255 QoQ
Shares Held
1,056
+33.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#421
of 624 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $533,696 across 2 REIT - Residential names. ESS ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
1,056 | $307,919 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,625 | $225,777 |
All Filings in ESS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,919 | 1,056 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $191,664 | 792 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $206,727 | 790 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||