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Advisornet Financial’s Essex Property Trust ESS Stock Holding History

Advisornet Financial’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
Q1 		$726 Buy
+3
New +$757 ﹤0.01% 2060
2025
Q3 		– Sell
-3
Closed -$850 – 2271
2025
Q2 		$850 Sell
3
-9
-75% -$2.53K ﹤0.01% 1969
2025
Q1 		$3.68K Buy
12
+10
+500% +$2.92K ﹤0.01% 1675
2024
Q4 		$571 Hold
2
– – ﹤0.01% 1749
2024
Q3 		$591 Buy
+2
New +$580 ﹤0.01% 2011
2023
Q3 		– Sell
-19
Closed -$4.45K – 2328
2023
Q2 		$4.45K Buy
19
+10
+111% +$2.19K ﹤0.01% 1535
2023
Q1 		$1.88K Buy
+9
New +$1.99K ﹤0.01% 1722
2022
Q4 		– Sell
-7
Closed -$2K – 2403
2022
Q3 		$2K Hold
7
– – ﹤0.01% 1668
2022
Q2 		$2K Sell
7
-8
-53% -$2.42K ﹤0.01% 1684
2022
Q1 		$5K Buy
15
+5
+50% +$1.67K ﹤0.01% 1608
2021
Q4 		$4K Buy
10
+1
+11% +$340 ﹤0.01% 1691
2021
Q3 		$3K Hold
9
– – ﹤0.01% 1700
2021
Q2 		$3K Hold
9
– – ﹤0.01% 1631
2021
Q1 		$2K Sell
9
-7
-44% -$1.81K ﹤0.01% 1627
2020
Q4 		$4K Hold
16
– – ﹤0.01% 1468
2020
Q3 		$3K Hold
16
– – ﹤0.01% 1486
2020
Q2 		$4K Buy
+16
New +$3.83K ﹤0.01% 1481
2020
Q1 		– Sell
-11
Closed -$3K – 1816
2019
Q4 		$3K Sell
11
-150
-93% -$47.4K ﹤0.01% 1621
2019
Q3 		$53K Buy
161
+149
+1,242% +$46.6K ﹤0.01% 879
2019
Q2 		$4K Buy
+12
New +$3.46K ﹤0.01% 1427

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisornet Financial's ESS Position: Q1 2026 in Review

Advisornet Financial opened a new position in Essex Property Trust (ESS) in Q1 2026: 3 shares worth $726. The stake represents ﹤0.01% of the portfolio and ranks #2060 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in ESS as recently as Q2 2025.

Advisornet Financial first reported a position in ESS in Q2 2019 and has held it in 20 quarters since. The position peaked at $53K in Q3 2019. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Advisornet Financial held 3 shares of Essex Property Trust worth $726 as of Q1 2026.
  • Essex Property Trust was a new Advisornet Financial position in Q1 2026.
  • Essex Property Trust made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #2060 holding.
  • Advisornet Financial first reported a position in Essex Property Trust in Q2 2019 and has held it in 20 quarters since.
  • Advisornet Financial's Essex Property Trust position peaked at $53K in Q3 2019.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.