LRI Investments, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in ESS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$9,914

+$1,686 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#556

of 618 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

LRI Investments, LLC holds $134,025 across 4 REIT - Residential names. ESS ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELS	Equity Lifestyle Properties Inc	1,615	$104,086
2	VMRK	Vivmark Residential	258	$17,525
3	ESS	Essex Property Trust, Inc. This page	34	$9,914
4	MAA	Mid America Apartment Communities Inc.	18	$2,500

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,914	34	0.0%	Shares	Sole	2026-07-14
2026-03-31	$8,228	34	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.