KINGSWOOD WEALTH ADVISORS, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 1987855 SAN DIEGO, CA

Position in ESS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,979,466

+$493,884 QoQ

Shares Held

10,218

-0.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#219

of 618 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $7,319,585 across 5 REIT - Residential names. ESS ranks #1 (40.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc. This page	10,218	$2,979,466
2	MAA	Mid America Apartment Communities Inc.	20,502	$2,848,547
3	VMRK	Vivmark Residential	10,581	$718,767
4	UDR	UDR, Inc.	14,734	$588,181
5	IRT	Independence Realty Trust, Inc.	11,062	$184,624

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,979,466	10,218	-0.5%	Shares	Sole	2026-07-27
2026-03-31	$2,485,582	10,271	-1.3%	Shares	Sole	2026-04-28
2025-12-31	$2,721,995	10,402	+0.6%	Shares	Sole	2026-01-28
2025-09-30	$2,768,942	10,345	-2.9%	Shares	Sole	2025-10-23
2025-06-30	$3,018,776	10,652	-2.9%	Shares	Sole	2025-07-23
2025-03-31	$3,362,153	10,967	-12.0%	Shares	Sole	2025-07-25
2024-12-31	$3,559,151	12,469	+2.7%	Shares	Sole	2025-01-22
2024-09-30	$3,587,875	12,145	-2.6%	Shares	Sole	2024-10-21
2024-06-30	$3,395,422	12,474	+19.3%	Shares	Sole	2024-07-09
2024-03-31	$2,559,733	10,456	-21.5%	Shares	Sole	2024-04-15
2023-12-31	$3,304,296	13,327	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.