에식스 부동산 신탁, Inc.
US ˙ NYSE ˙ US2971781057

SecurityESS / Essex Property Trust, Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Sowell Financial Services LLC closes position in ESS / Essex Property Trust, Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 0 shares of Essex Property Trust, Inc. (US:ESS) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 802 shares of Essex Property Trust, Inc.. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F ESSEX PPTY TR COM 297178105 0 -100.00 0
2026-01-21 2025-12-31 13F ESSEX PPTY TR COM 297178105 802 802 210 0.0077
2025-10-17 2025-09-30 13F ESSEX PPTY TR COM 297178105 0 -775 -100.00 0 -100.00
2025-07-14 2025-06-30 13F ESSEX PPTY TR COM 297178105 775 3 0.39 220 -7.20 0.0089
2025-04-17 2025-03-31 13F ESSEX PPTY TR COM 297178105 772 772 237 0.0108
2021-08-05 2021-06-30 13F ESSEX PPTY TR INC COM REIT 297178105 0 -388 -100.00 0 -100.00
2021-05-07 2021-03-31 13F ESSEX PPTY TR INC COM REIT 297178105 388 12 3.19 111 24.72 0.0039
2021-01-13 2020-12-31 13F ESSEX PPTY TR INC COM REIT 297178105 376 14 3.87 89 21.92 0.0038
2020-11-12 2020-09-30 13F ESSEX PPTY TR INC COM REIT 297178105 362 344 1,911.11 73 1,725.00 0.0036
2020-08-13 2020-06-30 13F ESSEX PPTY TR INC COM REIT 297178105 18 -100 -84.75 4 -84.62 0.0002
2020-05-12 2020-03-31 13F ESSEX PPTY TR INC COM REIT 297178105 118 0 0.00 26 -27.78 0.0019
2020-02-07 2019-12-31 13F ESSEX PPTY TR INC COM REIT 297178105 118 0 0.00 36 -7.69 0.0027
2019-11-14 2019-09-30 13F ESSEX PPTY TR INC COM REIT 297178105 118 118 39 0.0032
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.