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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

ESS holding history

Essex Property Trust, Inc. in every 13F filed by Cornerstone Planning Group 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)
21
Value
$6.19K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of ESS by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621$6.19K<0.1%−1−4.5%ReducedHolders
Q1 202622$5.62K<0.1%00.0%UnchangedHolders
Q4 202522$5.40K<0.1%−2−8.3%ReducedHolders
Q3 202524$6.00K<0.1%+20+500.0%AddedHolders
Q2 20254$1.03K<0.1%+2+100.0%AddedHolders
Q1 20252$554<0.1%+1+100.0%AddedHolders
Q4 20241$283<0.1%00.0%UnchangedHolders
Q3 20241$298<0.1%00.0%UnchangedHolders
Q2 20241$273<0.1%+1NewHolders