Advisortrust Partners’s Essex Property Trust ESS Stock Holding History

Advisortrust Partners’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	$310K	Buy	+1,150	New	+$327K	0.1%	159

Other funds holding ESS

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

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Advisortrust Partners's ESS Position: Q3 2026 in Review

Advisortrust Partners opened a new position in Essex Property Trust (ESS) in Q3 2026: 1,150 shares worth $310K. The stake represents 0.1% of the portfolio and ranks #159 among its holdings.

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

Advisortrust Partners held 1,150 shares of Essex Property Trust worth $310K as of Q3 2026.
Essex Property Trust was a new Advisortrust Partners position in Q3 2026.
Essex Property Trust made up 0.1% of Advisortrust Partners's portfolio in Q3 2026, its #159 holding.
373 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Advisortrust Partners's 13F filing for Q3 2026, filed 2 Nov 2026.