CALDWELL SUTTER CAPITAL, INC.

Position in ESS — Essex Property Trust, Inc.

CIK 702007 SAUSALITO, CA

Position in ESS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$253,100

+$45,948 QoQ

Shares Held

868

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#448

of 631 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $1,829,240 across 6 REIT - Residential names. ESS ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMH	Umh Properties, Inc.	81,923	$1,240,314
2	AIV	Apartment Investment & Management Co	98,458	$292,420
3	ESS	Essex Property Trust, Inc. This page	868	$253,100
4	MAA	Mid America Apartment Communities Inc.	300	$41,682
5	NXRT	NexPoint Residential Trust, Inc.	36	$1,005
6	SUI	Sun Communities Inc	6	$719

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,100	868	+1.4%	Shares	Sole	2026-08-05
2026-03-31	$207,152	856	+5.5%	Shares	Sole	2026-05-06
2025-12-31	$212,222	811	+5.9%	Shares	Sole	2026-01-30
2025-09-30	$205,027	766	+0.7%	Shares	Sole	2025-10-29
2025-06-30	$215,667	761	-4.2%	Shares	Sole	2025-07-11
2025-03-31	$243,416	794	+1.0%	Shares	Sole	2025-04-16
2024-12-31	$224,355	786	0.0%	Shares	Sole	2025-01-21
2024-09-30	$232,200	786	0.0%	Shares	Sole	2024-10-25
2024-06-30	$213,949	786	+2.7%	Shares	Sole	2024-07-23
2024-03-31	$187,279	765	+2.8%	Shares	Sole	2024-04-19
2023-12-31	$184,467	744	+2.6%	Shares	Sole	2024-01-19
2023-09-30	$153,765	725	+1.4%	Shares	Sole	2023-10-25
2023-06-30	$167,524	715	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.