Superior Planning, LLC’s Essex Property Trust ESS Stock Holding History

Superior Planning, LLC’s Portfolio ESS Stock Details ESS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.08K	Buy	+4	New	+$1.14K	﹤0.01%	1740

Other funds holding ESS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Superior Planning, LLC's ESS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Essex Property Trust (ESS) in Q3 2026: 4 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #1740 among its holdings.

431 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

Superior Planning, LLC held 4 shares of Essex Property Trust worth $1.08K as of Q3 2026.
Essex Property Trust was a new Superior Planning, LLC position in Q3 2026.
Essex Property Trust made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1740 holding.
431 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.