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Livermore
Livermore
ZHEN

Ritholtz Wealth Management

SEC CIK
0001698218
Latest filing
Aug 11, 2026

ESS holding history

Essex Property Trust, Inc. in every 13F filed by Ritholtz Wealth Management, 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)
1,937
Value
$564.7K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of ESS by Ritholtz Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,937$564.7K<0.1%−41−2.1%ReducedHolders
Q1 20261,978$478.7K<0.1%−1,551−44.0%ReducedHolders
Q4 20253,529$923.5K<0.1%+1,705+93.5%AddedHolders
Q3 20251,824$488.2K<0.1%00.0%UnchangedHolders
Q2 20251,824$516.9K<0.1%−3,532−65.9%ReducedHolders
Q1 20255,356$1.64M<0.1%+3,540+194.9%AddedHolders
Q4 20241,816$518.5K<0.1%−12−0.7%ReducedHolders
Q3 20241,828$540.1K<0.1%−79−4.1%ReducedHolders
Q2 20241,907$519.1K<0.1%+9+0.5%AddedHolders
Q1 20241,898$464.6K<0.1%+142+8.1%AddedHolders
Q4 20231,756$435.3K<0.1%−56−3.1%ReducedHolders
Q3 20231,812$384.4K<0.1%−23−1.3%ReducedHolders
Q2 20231,835$430.0K<0.1%+117+6.8%AddedHolders
Q1 20231,718$359.3K<0.1%+1,718NewHolders
Q4 20220$00.0%−2,071−100.0%Sold outHolders
Q3 20222,071$502.0K<0.1%+2,071NewHolders
Q2 20220$00.0%−1,253−100.0%Sold outHolders
Q1 20221,253$433.0K<0.1%−106−7.8%ReducedHolders
Q4 20211,359$479.0K<0.1%−228−14.4%ReducedHolders
Q3 20211,587$508.0K<0.1%−360−18.5%ReducedHolders
Q2 20211,947$584.0K<0.1%+524+36.8%AddedHolders
Q1 20211,423$387.0K<0.1%––Holders

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