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LM Advisors LLC

SEC CIK
0002011314
Latest filing
Aug 12, 2026

ESS holding history

Essex Property Trust, Inc. in every 13F filed by LM 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)
5,843
Value
$1.72M
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of ESS by LM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,843$1.72M0.2%+4,406+306.6%AddedHolders
Q1 20261,437$5.88K0.1%−182−11.2%ReducedHolders
Q4 20251,619$6.19K0.1%−4,981−75.5%ReducedHolders
Q3 20256,600$1.78M0.3%−268−3.9%ReducedHolders
Q2 20256,868$1.95M0.3%−59−0.9%ReducedHolders
Q1 20256,927$2.12M0.4%−814−10.5%ReducedHolders
Q4 20247,741$2.21M0.4%−125−1.6%ReducedHolders
Q3 20247,866$2.32M0.5%−325−4.0%ReducedHolders
Q2 20248,191$2.23M<0.1%−251−3.0%ReducedHolders
Q1 20248,442$2.07M0.3%−164−1.9%ReducedHolders
Q4 20238,606$2.13M0.4%–No prior filingHolders