Advisory Services Network’s Essex Property Trust ESS Stock Holding History

Advisory Services Network’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	$34.4K	Buy	+142	New	+$35.8K	﹤0.01%	2850
2025 Q4	–	Sell	-191	Closed	-$51.1K	–	2557
2025 Q3	$51.1K	Buy	+191	New	+$51.6K	﹤0.01%	2446
2024 Q1	–	Sell	-253	Closed	-$62.7K	–	2111
2023 Q4	$62.7K	Buy	+253	New	+$55.8K	﹤0.01%	1886
2023 Q2	–	Sell	-155	Closed	-$32.4K	–	2109
2023 Q1	$32.4K	Buy	+155	New	+$34.2K	﹤0.01%	2248
2021 Q3	–	Sell	-2	Closed	-$1K	–	1954
2021 Q2	$1K	Buy	+2	New	+$590	﹤0.01%	3446
2021 Q1	–	Sell	-10	Closed	-$2K	–	1783
2020 Q4	$2K	Sell	10 -348	-97%	-$80.3K	﹤0.01%	2991
2020 Q3	$72K	Buy	+358	New	+$78K	﹤0.01%	1404
2020 Q2	–	Sell	-59	Closed	-$13K	–	1526
2020 Q1	$13K	Buy	59 +32	+119%	+$9.2K	﹤0.01%	2103
2019 Q4	$8K	Buy	+27	New	+$8.53K	﹤0.01%	2437
2018 Q2	–	Sell	-3	Closed	-$1K	–	2530
2018 Q1	$1K	Sell	3 -14	-82%	-$3.23K	﹤0.01%	2466
2017 Q4	$4K	Buy	17 +8	+89%	+$2.02K	﹤0.01%	2183
2017 Q3	$2K	Buy	+9	New	+$2.35K	﹤0.01%	2138

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Services Network's ESS Position: Q1 2026 in Review

Advisory Services Network opened a new position in Essex Property Trust (ESS) in Q1 2026: 142 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #2850 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in ESS as recently as Q3 2025.

Advisory Services Network first reported a position in ESS in Q3 2017 and has held it in 12 quarters since. The position peaked at $72K in Q3 2020. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Advisory Services Network held 142 shares of Essex Property Trust worth $34.4K as of Q1 2026.
Essex Property Trust was a new Advisory Services Network position in Q1 2026.
Essex Property Trust made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2850 holding.
Advisory Services Network first reported a position in Essex Property Trust in Q3 2017 and has held it in 12 quarters since.
Advisory Services Network's Essex Property Trust position peaked at $72K in Q3 2020.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.