Compound Planning, Inc.

Position in ESS — Essex Property Trust, Inc.

CIK 1978879 NEW YORK, NY

Position in ESS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$236,479

+$24,729 QoQ

Shares Held

811

-7.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#452

of 623 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Compound Planning, Inc. holds $2,075,088 across 5 REIT - Residential names. ESS ranks #5 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPT	Camden Property Trust	4,606	$527,339
2	UDR	UDR, Inc.	13,153	$525,067
3	AVB	Avalonbay Communities Inc	2,255	$425,495
4	VMRK	Vivmark Residential	5,310	$360,708
5	ESS	Essex Property Trust, Inc. This page	811	$236,479

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,479	811	-7.3%	Shares	Sole	2026-08-04
2026-03-31	$211,750	875	-5.5%	Shares	Sole	2026-05-14
2025-12-31	$242,315	926	+3.0%	Shares	Defined	2026-02-19
2025-09-30	$240,626	899	+32.4%	Shares	Sole	2025-11-10
2025-03-31	$208,161	679	-5.0%	Shares	Sole	2025-05-14
2024-12-31	$204,089	715	+3.6%	Shares	Sole	2025-01-17
2024-09-30	$203,839	690	—	Shares	Sole	2024-10-08
No filing history on record for this holder in this stock.