Cassaday & Co Wealth Management LLC

Position in ESS — Essex Property Trust, Inc.

CIK 1963612 MCLEAN, VA

Position in ESS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$46,362

+$7,884 QoQ

Shares Held

159

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#516

of 623 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $47,274 across 4 REIT - Residential names. ESS ranks #1 (98.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc. This page	159	$46,362
2	MAA	Mid America Apartment Communities Inc.	3	$416
3	AVB	Avalonbay Communities Inc	2	$377
4	SUI	Sun Communities Inc	1	$119

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,362	159	0.0%	Shares	Sole	2026-08-10
2026-03-31	$38,478	159	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.