Legacy Wealth Asset Management, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1846151
WOODBURY, MN
Position in ESS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$291,298
+$42,038 QoQ
Shares Held
999
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#427
of 623 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $1,447,053 across 4 REIT - Residential names. ESS ranks #2 (20.1% of the industry book) .
All Filings in ESS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,298 | 999 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $249,260 | 1,030 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $265,343 | 1,014 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $282,113 | 1,054 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $287,651 | 1,015 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $307,489 | 1,003 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $217,505 | 762 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $228,950 | 775 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $201,428 | 740 | Shares | Sole | 2024-08-14 | |
| 2022-03-31 | $233,199 | 675 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $224,370 | 637 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||