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Livermore
Livermore
ZHEN

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

ESS holding history

Essex Property Trust, Inc. in every 13F filed by Mutual 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)
784
Value
$228.6K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of ESS by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026784$228.6K<0.1%+784NewHolders
Q1 20260$00.0%−794−100.0%Sold outHolders
Q4 2025794$207.8K<0.1%+15+1.9%AddedHolders
Q3 2025779$205.5K<0.1%−13−1.6%ReducedHolders
Q2 2025792$227.4K<0.1%−13−1.6%ReducedHolders
Q1 2025805$221.9K<0.1%+11+1.4%AddedHolders
Q4 2024794$225.4K<0.1%−4−0.5%ReducedHolders
Q3 2024798$240.9K<0.1%−4−0.5%ReducedHolders
Q2 2024802$229.5K<0.1%+802NewHolders
Q1 20240$00.0%−929−100.0%Sold outHolders
Q4 2023929$230.5K<0.1%−19−2.0%ReducedHolders
Q3 2023948$201.1K<0.1%−1,011−51.6%ReducedHolders
Q2 20231,959$459.0K<0.1%+484+32.8%AddedHolders
Q1 20231,475$308.5K<0.1%+1,475NewHolders
Q4 20220$00.0%−901−100.0%Sold outHolders
Q3 2022901$218.0K<0.1%+901NewHolders
Q2 20220$00.0%−719−100.0%Sold outHolders
Q1 2022719$248.0K<0.1%00.0%UnchangedHolders
Q4 2021719$253.0K<0.1%00.0%UnchangedHolders
Q3 2021719$230.0K<0.1%−70−8.9%ReducedHolders
Q2 2021789$237.0K<0.1%−4−0.5%ReducedHolders
Q1 2021793$216.0K<0.1%––Holders

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