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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ESS holding history

Essex Property Trust, Inc. in every 13F filed by Creative Planning, 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)
39,173
Value
$11.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ESS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,173$11.4M<0.1%+15,841+67.9%AddedHolders
Q1 202623,332$5.65M<0.1%+9,427+67.8%AddedHolders
Q4 202513,905$3.64M<0.1%+6,248+81.6%AddedHolders
Q3 20257,657$2.05M<0.1%+976+14.6%AddedHolders
Q2 20256,681$1.89M<0.1%−96−1.4%ReducedHolders
Q1 20256,777$2.08M<0.1%−61−0.9%ReducedHolders
Q4 20246,838$1.95M<0.1%+672+10.9%AddedHolders
Q3 20246,166$1.82M<0.1%+120+2.0%AddedHolders
Q2 20246,046$1.65M<0.1%+16+0.3%AddedHolders
Q1 20246,030$1.48M<0.1%+777+14.8%AddedHolders
Q4 20235,253$1.30M<0.1%−793−13.1%ReducedHolders
Q3 20236,046$1.28M<0.1%−737−10.9%ReducedHolders
Q2 20236,783$1.59M<0.1%+1,188+21.2%AddedHolders
Q1 20235,595$1.17M<0.1%+208+3.9%AddedHolders
Q4 20225,387$1.14M<0.1%+802+17.5%AddedHolders
Q3 20224,585$1.11M<0.1%+838+22.4%AddedHolders
Q2 20223,747$980.0K<0.1%+183+5.1%AddedHolders
Q1 20223,564$1.23M<0.1%+8+0.2%AddedHolders
Q4 20213,556$1.25M<0.1%+88+2.5%AddedHolders
Q3 20213,468$1.11M<0.1%+82+2.4%AddedHolders
Q2 20213,386$1.02M<0.1%−812−19.3%ReducedHolders
Q1 20214,198$1.14M<0.1%––Holders

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