SOA Wealth Advisors, LLC.

Position in ESS — Essex Property Trust, Inc.

CIK 1849444 NEW YORK, NY

Position in ESS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$11,955

+$2,275 QoQ

Shares Held

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#557

of 624 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SOA Wealth Advisors, LLC. holds $26,207 across 4 REIT - Residential names. ESS ranks #2 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc	190	$12,830
2	ESS	Essex Property Trust, Inc. This page	41	$11,955
3	NXRT	NexPoint Residential Trust, Inc.	46	$1,284
4	MAA	Mid America Apartment Communities Inc.	1	$138

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,955	41	+2.5%	Shares	Sole	2026-07-21
2026-03-31	$9,680	40	-4.8%	Shares	Sole	2026-05-20
2025-12-31	$10,990	42	0.0%	Shares	Sole	2026-01-20
2025-09-30	$11,241	42	+2.4%	Shares	Sole	2025-10-21
2025-06-30	$11,619	41	-12.8%	Shares	Sole	2025-07-18
2025-03-31	$14,408	47	0.0%	Shares	Sole	2025-04-14
2024-12-31	$13,415	47	+2.2%	Shares	Sole	2025-02-06
2024-09-30	$13,589	46	0.0%	Shares	Sole	2024-11-20
2024-06-30	$12,521	46	0.0%	Shares	Sole	2024-07-17
2024-03-31	$11,261	46	0.0%	Shares	Sole	2024-04-10
2023-12-31	$11,405	46	0.0%	Shares	Sole	2024-02-13
2023-09-30	$9,756	46	+2.2%	Shares	Sole	2023-10-10
2023-06-30	$10,543	45	0.0%	Shares	Sole	2023-07-07
2023-03-31	$9,411	45	0.0%	Shares	Sole	2023-04-28
2022-12-31	$9,536	45	-4.3%	Shares	Sole	2023-01-10
2022-09-30	$11,384	47	0.0%	Shares	Sole	2022-10-07
2022-06-30	$12,290	47	-80.4%	Shares	Sole	2022-07-13
2022-03-31	$82,915	240	0.0%	Shares	Sole	2022-04-07
2021-12-31	$84,535	240	0.0%	Shares	Sole	2022-01-13
2021-09-30	$76,737	240	-0.4%	Shares	Sole	2021-10-12
2021-06-30	$72,302	241	+119.1%	Shares	Sole	2021-07-14
2021-03-31	$29,902	110	+74.6%	Shares	Sole	2021-04-26
2020-12-31	$14,957	63	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.