SEC 13F Intelligence

Lido Advisors, LLC / ESS

Lido Advisors, LLC’s Essex Ppty Tr Inc Position

Does Lido Advisors, LLC own Essex Ppty Tr Inc (ESS)? Yes169.9K shares worth $42M (+0.13% of its 13F portfolio) as of Q1 2026, down from 170.6K shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
169.9K
% of Portfolio
+0.13%
Quarters Held
29
currently held

Position History ESS

Reported value by quarter
Q1 ’19: $48MQ1 ’19Q2 ’19: $49MQ3 ’19: $55MQ4 ’19: $50MQ1 ’20: $37MQ1 ’20Q2 ’20: $39MQ3 ’20: $34MQ4 ’20: $40MQ1 ’21: $46MQ1 ’21Q2 ’21: $50MQ3 ’21: $54MQ4 ’21: $53MQ1 ’22: $58MQ1 ’22Q2 ’22: $44MQ3 ’22: $41MQ4 ’22: $37MQ1 ’23: $37MQ1 ’23Q2 ’23: $41MQ3 ’23: $37MQ4 ’23: $43MQ1 ’24: $42MQ1 ’24Q2 ’24: $46MQ3 ’24: $50MQ4 ’24: $48MQ1 ’25: $53MQ1 ’25Q2 ’25: $49MQ3 ’25: $46MQ4 ’25: $46MQ1 ’26: $42MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026169.9K$42M+0.13%
Q4 2025170.6K$46M+0.14%
Q3 2025170.6K$46M+0.14%
Q2 2025170.8K$49M+0.19%
Q1 2025169.9K$53M+0.24%
Q4 2024169.5K$48M+0.22%
Q3 2024169.4K$50M+0.25%
Q2 2024168.5K$46M+0.26%
Q1 2024170.2K$42M+0.25%
Q4 2023171.6K$43M+0.29%
Q3 2023173.2K$37M+0.28%
Q2 2023173.9K$41M+0.29%
Q1 2023176.2K$37M+0.36%
Q4 2022172.4K$37M+0.45%
Q3 2022170.5K$41M+0.52%
Q2 2022168.7K$44M+0.58%
Q1 2022167.3K$58M+0.64%
Q4 2021166.6K$53M+0.74%
Q3 202111.0K$54M+0.68%
Q2 2021166.6K$50M+0.70%
Q1 2021166.6K$46M+1.33%
Q4 2020166.6K$40M+1.34%
Q3 2020168.6K$34M+1.47%
Q2 2020166.6K$39M+1.88%
Q1 2020165.9K$37M+2.38%
Q4 2019165.9K$50M+2.92%
Q3 2019165.9K$55M+4.23%
Q2 2019165.9K$49M+4.13%
Q1 2019165.9K$48M+4.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lido Advisors, LLC’s full portfolio or all institutional holders of ESS.