Golden State Wealth Management, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1776033
SANTA ANA, CA
Position in ESS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$21,577
+$3,669 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#534
of 623 holders
Holding Since
Mar 2020
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Golden State Wealth Management, LLC holds $43,706 across 3 REIT - Residential names. ESS ranks #1 (49.4% of the industry book) .
All Filings in ESS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,577 | 74 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $17,908 | 74 | Shares | Sole | 2026-04-28 | |
| 2020-03-31 | $2,202 | 10 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||