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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

ESS holding history

Essex Property Trust, Inc. in every 13F filed by Raffa Wealth Management, 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)
11
Value
$3.21K
% of portfolio
<0.1%
Quarters held
33
Since Q1 2018
Holdings of ESS by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611$3.21K<0.1%+3+37.5%AddedHolders
Q1 20268$1.94K<0.1%00.0%UnchangedHolders
Q4 20258$2.09K<0.1%00.0%UnchangedHolders
Q3 20258$2.14K<0.1%00.0%UnchangedHolders
Q2 20258$2.27K<0.1%00.0%UnchangedHolders
Q1 20258$2.45K<0.1%00.0%UnchangedHolders
Q4 20248$2.28K<0.1%00.0%UnchangedHolders
Q3 20248$2.36K<0.1%00.0%UnchangedHolders
Q2 20248$2.18K<0.1%00.0%UnchangedHolders
Q1 20248$1.96K<0.1%00.0%UnchangedHolders
Q4 20238$1.98K<0.1%00.0%UnchangedHolders
Q3 20238$1.70K<0.1%00.0%UnchangedHolders
Q2 20238$1.87K<0.1%00.0%UnchangedHolders
Q1 20238$1.67K<0.1%00.0%UnchangedHolders
Q4 20228$1.70K<0.1%00.0%UnchangedHolders
Q3 20228$1.94K<0.1%00.0%UnchangedHolders
Q2 20228$2.09K<0.1%00.0%UnchangedHolders
Q1 20228$2.76K<0.1%−1−11.1%ReducedHolders
Q4 20219$3.17K<0.1%+1+12.5%AddedHolders
Q3 20218$2.56K<0.1%00.0%UnchangedHolders
Q2 20218$2.40K<0.1%00.0%UnchangedHolders
Q1 20218$2.17K<0.1%+3+60.0%AddedHolders
Q4 20205$1.19K<0.1%00.0%Unchanged–
Q3 20205$1.00K<0.1%00.0%Unchanged–
Q2 20205$1.15K<0.1%00.0%Unchanged–
Q1 20205$1.10K<0.1%00.0%Unchanged–
Q4 20195$1.50K<0.1%00.0%Unchanged–
Q3 20195$1.63K<0.1%+5New–
Q2 20190$00.0%−5−100.0%Sold out–
Q1 20195$1.45K<0.1%00.0%Unchanged–
Q4 20185$1.23K<0.1%00.0%Unchanged–
Q3 20185$1.23K<0.1%00.0%Unchanged–
Q2 20185$1.20K<0.1%00.0%Unchanged–
Q1 20185$1.20K<0.1%+5New–