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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

ESS holding history

Essex Property Trust, Inc. in every 13F filed by Capital Analysts, 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)
67
Value
$20.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ESS by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667$20.0K<0.1%−35−34.3%ReducedHolders
Q1 2026102$25.0K<0.1%−33−24.4%ReducedHolders
Q4 2025135$35.0K<0.1%00.0%UnchangedHolders
Q3 2025135$36.0K<0.1%−1−0.7%ReducedHolders
Q2 2025136$39.0K<0.1%00.0%UnchangedHolders
Q1 2025136$42.0K<0.1%+49+56.3%AddedHolders
Q4 202487$25.0K<0.1%+6+7.4%AddedHolders
Q3 202481$24.0K<0.1%+1+1.3%AddedHolders
Q2 202480$22.0K<0.1%+1+1.3%AddedHolders
Q1 202479$19.0K<0.1%00.0%UnchangedHolders
Q4 202379$20.0K<0.1%−43−35.2%ReducedHolders
Q3 2023122$26.0K<0.1%00.0%UnchangedHolders
Q2 2023122$28.0K<0.1%+1+0.8%AddedHolders
Q1 2023121$25.0K<0.1%−16−11.7%ReducedHolders
Q4 2022137$29.0K<0.1%+1+0.7%AddedHolders
Q3 2022136$33.0K<0.1%00.0%UnchangedHolders
Q2 2022136$35.0K<0.1%+1+0.7%AddedHolders
Q1 2022135$47.0K<0.1%00.0%UnchangedHolders
Q4 2021135$47.0K<0.1%+1+0.7%AddedHolders
Q3 2021134$43.0K<0.1%00.0%UnchangedHolders
Q2 2021134$40.0K<0.1%00.0%UnchangedHolders
Q1 2021134$36.0K<0.1%––Holders

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