Concurrent Investment Advisors, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 2001015 Tampa, FL

Position in ESS

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

Position Value

$400,060

+$136,764 QoQ

Shares Held

1,372

+26.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#393

of 623 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $1,496,866 across 5 REIT - Residential names. ESS ranks #1 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc. This page	1,372	$400,060
2	UMH	Umh Properties, Inc.	21,738	$329,112
3	MAA	Mid America Apartment Communities Inc.	2,117	$294,135
4	CPT	Camden Property Trust	2,221	$254,281
5	VMRK	Vivmark Residential	3,228	$219,278

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,060	1,372	+26.1%	Shares	Sole	2026-07-27
2026-03-31	$263,296	1,088	-50.3%	Shares	Sole	2026-04-21
2025-12-31	$572,555	2,188	+7.9%	Shares	Sole	2026-01-29
2025-09-30	$542,546	2,027	+3.1%	Shares	Sole	2025-10-27
2025-06-30	$557,447	1,967	+2.9%	Shares	Sole	2025-07-25
2025-03-31	$585,855	1,911	+144.7%	Shares	Sole	2025-04-29
2024-12-31	$222,928	781	-1.5%	Shares	Sole	2025-02-03
2024-09-30	$234,268	793	+0.4%	Shares	Sole	2024-10-30
2024-06-30	$215,038	790	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.