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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ESS holding history

Essex Property Trust, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ESS overviewAll 13F holders of ESSFull Q2 2026 holdings

Shares (Q2 2026)
129
Value
$37.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ESS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026129$37.6K<0.1%+92+248.6%AddedHolders
Q1 202637$8.95K<0.1%−187−83.5%ReducedHolders
Q4 2025224$58.6K<0.1%+36+19.1%AddedHolders
Q3 2025188$50.3K<0.1%+4+2.2%AddedHolders
Q2 2025184$52.1K<0.1%+152+475.0%AddedHolders
Q1 202532$9.81K<0.1%+10+45.5%AddedHolders
Q4 202422$6.28K<0.1%00.0%UnchangedHolders
Q3 202422$6.50K<0.1%−22−50.0%ReducedHolders
Q2 202444$12.0K<0.1%00.0%UnchangedHolders
Q1 202444$11.5K<0.1%−5−10.2%ReducedHolders
Q4 202349$12.2K<0.1%−17−25.8%ReducedHolders
Q3 202366$14.0K<0.1%−19−22.4%ReducedHolders
Q2 202385$19.9K<0.1%+83+4,150.0%AddedHolders
Q1 20232$419<0.1%−87−97.8%ReducedHolders
Q4 202289$18.9K<0.1%+74+493.3%AddedHolders
Q3 202215$4.00K<0.1%−282−94.9%ReducedHolders
Q2 2022297$78.0K<0.1%00.0%UnchangedHolders
Q1 2022297$103.0K<0.1%00.0%UnchangedHolders
Q4 2021297$105.0K<0.1%−8−2.6%ReducedHolders
Q3 2021305$98.0K<0.1%−1−0.3%ReducedHolders
Q2 2021306$92.0K<0.1%+9+3.0%AddedHolders
Q1 2021297$81.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.