U.S. Capital Wealth Advisors, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1808915
AUSTIN, TX
Position in ESS
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$334,444
+$35,083 QoQ
Shares Held
1,382
+20.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $22,622,907 across 4 REIT - Residential names. ESS ranks #4 (1.5% of the industry book) .
All Filings in ESS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $334,444 | 1,382 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $299,361 | 1,144 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $265,786 | 993 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $234,938 | 829 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $228,701 | 746 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||