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AlphaStar Capital Management’s Essex Property Trust ESS Stock Holding History

AlphaStar Capital 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
2025
Q3 		– Sell
-1,040
Closed -$295K – 248
2025
Q2 		$295K Buy
+1,040
New +$292K 0.02% 299
2024
Q3 		– Sell
-1,038
Closed -$283K – 372
2024
Q2 		$283K Buy
+1,038
New +$266K 0.03% 253

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AlphaStar Capital Management's ESS Position: Q3 2025 in Review

AlphaStar Capital Management sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 1,040 shares — an estimated $295K sold.

AlphaStar Capital Management first reported a position in ESS in Q2 2024 and held it in 2 quarters. The position peaked at $295K in Q2 2025. 608 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • AlphaStar Capital Management reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
  • AlphaStar Capital Management sold 1,040 Essex Property Trust shares in Q3 2025, an estimated $295K.
  • AlphaStar Capital Management first reported a position in Essex Property Trust in Q2 2024 and held it in 2 quarters.
  • AlphaStar Capital Management's Essex Property Trust position peaked at $295K in Q2 2025.
  • 608 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.