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Essex Property Trust shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in Essex Property Trust

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All positions including Essex Property Trust held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Essex Property Trust by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $276k 1.1k 242.10
2023-09-30 $394k 1.9k 212.04

More positions owned by Lloyd Advisory Services

Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Sterling Cap Fds National Muni Bd (SCNM)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Lloyd Advisory Services

Top funds holding Essex Property Trust

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Principal Financial Group
Dimensional Fund Advisors
Invesco
Daiwa Securities Group
Northern Trust
Legal & General Group
Massachusetts Financial Services
Charles Schwab Investment Management

View all funds holding Essex Property Trust