Retirement Wealth Solutions LLC
PensionPosition in ESS — Essex Property Trust, Inc.
CIK 2044741
MARSHFIELD, WI
Position in ESS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$583
+$99 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#612
of 618 holders
Holding Since
Dec 2024
7 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, 2026Retirement Wealth Solutions LLC holds $3,839 across 5 REIT - Residential names. ESS ranks #4 (15.2% of the industry book) .
All Filings in ESS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583 | 2 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $484 | 2 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $261 | 1 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $267 | 1 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $26 | 0 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $28 | 0 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $24 | 0 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||