LVW Advisors »

Essex Property Trust shares owned by LVW Advisors

Quarter-by-quarter ownership of Essex Property Trust (ESS) shares owned by LVW Advisors from 13F filings

Historical chart of LVW Advisors investment in Essex Property Trust

Tip: Access up to 7 years of quarterly data

All positions including Essex Property Trust held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Essex Property Trust by LVW Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $511k 1.9k 267.66
2025-06-30 $830k 2.9k 283.40
2025-03-31 $668k 2.2k 306.57
2024-12-31 $252k 883 285.44

More positions owned by LVW Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ab Active Etfs Tax Aware Interm (TAFM)
Capital Group International SHS (CGIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for LVW Advisors

Top funds holding Essex Property Trust

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

View all funds holding Essex Property Trust