Moran Wealth Management, LLC

SEC CIK: 0001965334
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

ESS holding history

Essex Property Trust, Inc. in every 13F filed by Moran 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 overview All 13F holders of ESS Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2023

Holdings of ESS by Moran Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−5,265−100.0%	Sold out	Holders
Q4 2023	5,265	$1.31M	<0.1%	−122−2.3%	Reduced	Holders
Q3 2023	5,387	$1.14M	<0.1%	+5,387	New	Holders