Skip to main content

Spectrum Wealth Advisory Group, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 1776821 GRANITE BAY, CA

Position in ESS

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$37,615
New position
Shares Held
129
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#520
of 618 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

Spectrum Wealth Advisory Group, LLC holds $38,866 across 3 REIT - Residential names. ESS ranks #1 (96.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ESS
Essex Property Trust, Inc.
This page
129 $37,615

All Filings in ESS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $37,615 129