Sound Financial Strategies Group, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1800620
MADISON, MS
Position in ESS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$233,272
-$48,658 QoQ
Shares Held
800
-31.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#454
of 624 holders
Holding Since
Mar 2022
10 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, 2026Sound Financial Strategies Group, LLC holds $233,272 across 1 REIT - Residential name. ESS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
800 | $233,272 |
All Filings in ESS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,272 | 800 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $281,930 | 1,165 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $597,938 | 2,285 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $672,094 | 2,511 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $730,605 | 2,578 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $762,133 | 2,486 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $876,015 | 3,069 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $794,679 | 2,690 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $792,102 | 2,910 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $1,601,990 | 4,637 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||