AWM
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Abound Wealth Management’s Essex Property Trust ESS Stock Holding History

Abound Wealth Management’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 		$584 Hold
2
– – ﹤0.01% 919
2026
Q1 		$484 Buy
+2
New +$504 ﹤0.01% 1062
2025
Q1 		– Sell
-15
Closed -$4.29K – 1291
2024
Q4 		$4.29K Hold
15
– – ﹤0.01% 558
2024
Q3 		$4.44K Hold
15
– – ﹤0.01% 565
2024
Q2 		$4.09K Hold
15
– – ﹤0.01% 537
2024
Q1 		$3.68K Hold
15
– – ﹤0.01% 589
2023
Q4 		$3.72K Hold
15
– – ﹤0.01% 570
2023
Q3 		$3.19K Hold
15
– – ﹤0.01% 552
2023
Q2 		$3.52K Hold
15
– – ﹤0.01% 562
2023
Q1 		$3.14K Hold
15
– – ﹤0.01% 513
2022
Q4 		$3.18K Sell
15
-70
-82% -$15.3K ﹤0.01% 439
2022
Q3 		$20.6K Buy
+85
New +$23K 0.01% 183

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abound Wealth Management's ESS Position: Q2 2026 in Review

Abound Wealth Management held its Essex Property Trust (ESS) position steady in Q2 2026 at 2 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Abound Wealth Management first reported a position in ESS in Q3 2022 and has held it in 12 quarters since. The position peaked at $20.6K in Q3 2022. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Abound Wealth Management held 2 shares of Essex Property Trust worth $584 as of Q2 2026.
  • Abound Wealth Management left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #919 holding.
  • Abound Wealth Management first reported a position in Essex Property Trust in Q3 2022 and has held it in 12 quarters since.
  • Abound Wealth Management's Essex Property Trust position peaked at $20.6K in Q3 2022.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.