ESS β€” ESSEX PPTY TR INC COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  11 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported ESSEX PPTY TR INC COM (ESS) in 11 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows ESS at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in ESSEX PPTY TR INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ESS was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESS stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held ESS β€” position size vs. price
% of Fund (quarterly)    ESS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,256 -757 -25.1% 0.03% $546K 2026-04-13 $248.95
2025 Q4 ADDED 3,013 +461 +18.1% 0.05% $788K 2026-02-06 $255.31
2025 Q3 ADDED 2,552 +2,541 +23100.0% 0.05% $683K 2025-11-14 (Est.) $249.40
2025 Q2 REDUCED 11 -10 -47.6% 0.00% $3K 2025-08-04 $246.95
2025 Q1 ADDED 21 +2 +10.5% 0.00% $6K 2025-04-23 $266.40
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ESS

As of 2026 Q1 β€” sorted by position size

Pensionfund PDN 3Y 7Y 1.45% Pensionfund Sabic 3Y 7Y 1.41% American State Bank (Iowa) 0.19% Naviter Wealth, LLC 3Y 0.15% Perigon Wealth Management, LLC 3Y 7Y 0.12% Marex Group plc 0.11% Legacy Wealth Asset Management, LLC 3Y 0.06% Versant Capital Management, Inc 3Y 7Y 0.06% Composition Wealth, LLC 3Y 7Y 0.05% Global X Japan Co., Ltd. 0.03%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and ESS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning ESS?

CREATIVE FINANCIAL DESIGNS INC /ADV reported ESS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported ESS position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for ESS was 0.05% in 2025 Q4.

What is the latest reported ESS position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 2,256 shares, equal to 0.03% of portfolio, with an estimated market value of $546K.

What does the chart on this ESS ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly ESS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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