Aaron Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Aaron Wealth Advisors’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 Q2	$1.04M	Buy	3,574 +898	+34%	+$241K	0.05%	234
2026 Q1	$648K	Sell	2,676 -3,555	-57%	-$897K	0.04%	329
2025 Q4	$1.63M	Buy	6,231 +771	+14%	+$200K	0.09%	158
2025 Q3	$1.46M	Buy	5,460 +4,126	+309%	+$1.12M	0.09%	162
2025 Q2	$378K	Buy	1,334 +299	+29%	+$84K	0.04%	306
2025 Q1	$317K	Sell	1,035 -201	-16%	-$58.7K	0.04%	315
2024 Q4	$353K	Buy	1,236 +168	+16%	+$49.6K	0.04%	280
2024 Q3	$316K	Buy	+1,068	New	+$310K	0.04%	286
2022 Q2	–	Sell	-17,964	Closed	-$52K	–	407
2022 Q1	$52K	Buy	+17,964	New	+$6M	﹤0.01%	913

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aaron Wealth Advisors's ESS Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Essex Property Trust (ESS) stake by 34% in Q2 2026, buying an estimated $241K and bringing the position to 3,574 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #234.

Aaron Wealth Advisors first reported a position in ESS in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.63M in Q4 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Aaron Wealth Advisors held 3,574 shares of Essex Property Trust worth $1.04M as of Q2 2026.
Aaron Wealth Advisors bought 898 Essex Property Trust shares in Q2 2026, an estimated $241K.
Essex Property Trust made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #234 holding.
Aaron Wealth Advisors first reported a position in Essex Property Trust in Q1 2022 and has held it in 9 quarters since.
Aaron Wealth Advisors's Essex Property Trust position peaked at $1.63M in Q4 2025.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.