CREATIVE FINANCIAL DESIGNS INC /ADV

Position in ESS — Essex Property Trust, Inc.

CIK 819864 KOKOMO, IN

Position in ESS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$654,911

+$108,959 QoQ

Shares Held

2,246

-0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#355

of 623 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $978,629 across 12 REIT - Residential names. ESS ranks #1 (66.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc. This page	2,246	$654,911
2	UDR	UDR, Inc.	2,502	$99,879
3	MRP	Millrose Properties, Inc.	3,123	$93,846
4	UMH	Umh Properties, Inc.	6,196	$93,807
5	IRT	Independence Realty Trust, Inc.	1,053	$17,574
6	CPT	Camden Property Trust	52	$5,953
7	ELS	Equity Lifestyle Properties Inc	62	$3,995
8	INVH	Invitation Homes Inc.	126	$3,806

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$654,911	2,246	-0.4%	Shares	Sole	2026-07-28
2026-03-31	$545,952	2,256	-25.1%	Shares	Sole	2026-04-13
2025-12-31	$788,441	3,013	+18.1%	Shares	Sole	2026-02-06
2025-09-30	$683,068	2,552	+23100.0%	Shares	Sole	2025-11-12
2025-06-30	$3,117	11	-47.6%	Shares	Sole	2025-08-04
2025-03-31	$6,437	21	+10.5%	Shares	Sole	2025-04-23
2021-09-30	$6,075	19	0.0%	Shares	Sole	2021-10-08
2021-06-30	$5,700	19	0.0%	Shares	Sole	2021-07-27
2021-03-31	$5,164	19	0.0%	Shares	Sole	2021-04-19
2020-12-31	$4,510	19	0.0%	Shares	Sole	2021-01-08
2020-09-30	$3,815	19	0.0%	Shares	Sole	2020-10-06
2020-06-30	$4,354	19	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.