Position in ESS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,703,760
+$1,697,884 QoQ
Shares Held
5,843
+306.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#259
of 624 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026LM Advisors LLC holds $1,703,760 across 1 REIT - Residential name. ESS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
5,843 | $1,703,760 |
All Filings in ESS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,703,760 | 5,843 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,876 | 1,437 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,188 | 1,619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,766,556 | 6,600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,946,391 | 6,868 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,123,610 | 6,927 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,209,591 | 7,741 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $2,323,773 | 7,866 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,229,590 | 8,191 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,066,686 | 8,442 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,133,771 | 8,606 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||