Physician Wealth Advisors, Inc.
Position in ESS — Essex Property Trust, Inc.
CIK 1795173
MIDVALE, UT
Position in ESS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,414
-$3,508 QoQ
Shares Held
22
-46.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#567
of 618 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $79,975 across 14 REIT - Residential names. ESS ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
116 | $21,888 | |
| 2 | VMRK |
Vivmark Residential
|
225 | $15,284 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
100 | $13,894 | |
| 4 | INVH |
Invitation Homes Inc.
|
219 | $6,615 | |
| 5 | ESS |
Essex Property Trust, Inc.
This page
|
22 | $6,414 | |
| 6 | UDR |
UDR, Inc.
|
99 | $3,952 | |
| 7 | AMH |
American Homes 4 Rent
|
92 | $3,083 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
32 | $2,062 |
All Filings in ESS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,414 | 22 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $9,922 | 41 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,925 | 15 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $13,115 | 49 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,801 | 24 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,131 | 20 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,708 | 20 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||