Center for Financial Planning, Inc.
Position in ESS — Essex Property Trust, Inc.
CIK 1803557
SOUTHFIED, MI
Position in ESS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$102,056
+$17,356 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#494
of 624 holders
Holding Since
Sep 2022
16 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, 2026Center for Financial Planning, Inc. holds $166,656 across 4 REIT - Residential names. ESS ranks #1 (61.2% of the industry book) .
All Filings in ESS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,056 | 350 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $84,700 | 350 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $91,588 | 350 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $93,681 | 350 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $99,190 | 350 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $107,299 | 350 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $99,904 | 350 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $103,397 | 350 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $95,270 | 350 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $85,683 | 350 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $86,779 | 350 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $74,231 | 350 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $82,005 | 350 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $73,199 | 350 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $74,172 | 350 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $84,780 | 350 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||