Farther Finance Advisors, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1992825
SAN FRANCISCO, CA
Position in ESS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$103,222
+$27,960 QoQ
Shares Held
354
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#104
of 160 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Farther Finance Advisors, LLC holds $3,924,664 across 20 REIT - Residential names. ESS ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
29,732 | $898,203 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,282 | $872,821 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
9,530 | $614,208 | |
| 4 | EQR |
Equity Residential
|
6,829 | $463,893 | |
| 5 | AVB |
Avalonbay Communities Inc
|
2,300 | $433,987 | |
| 6 | AMH |
American Homes 4 Rent
|
4,757 | $159,454 | |
| 7 | SUI |
Sun Communities Inc
|
947 | $113,554 | |
| 8 | ESS |
Essex Property Trust, Inc.
This page
|
354 | $103,222 |
All Filings in ESS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,222 | 354 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $75,262 | 311 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $86,616 | 331 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $153,904 | 575 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $163,238 | 576 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $204,175 | 666 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $237,486 | 832 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $260,560 | 882 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $209,321 | 769 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $152,027 | 621 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $161,161 | 650 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $85,472 | 403 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $72,633 | 310 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $64,624 | 309 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $64,847 | 306 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||