Apollon Wealth Management
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Apollon Wealth Management’s Essex Property Trust ESS Stock Holding History

Apollon 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
Q3 		$219K Buy
812
+72
+10% +$20.5K ﹤0.01% 1480
2026
Q2 		$216K Buy
+740
New +$199K ﹤0.01% 1448
2020
Q3 		– Sell
-203
Closed -$47K – 317
2020
Q2 		$47K Buy
+203
New +$48.7K 0.03% 254

Other funds holding ESS

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return

Apollon Wealth Management's ESS Position: Q3 2026 in Review

Apollon Wealth Management increased its Essex Property Trust (ESS) stake by 9.7% in Q3 2026, buying an estimated $20.5K and bringing the position to 812 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Apollon Wealth Management first reported a position in ESS in Q2 2020 and has held it in 3 quarters since. 330 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Apollon Wealth Management held 812 shares of Essex Property Trust worth $219K as of Q3 2026.
  • Apollon Wealth Management bought 72 Essex Property Trust shares in Q3 2026, an estimated $20.5K.
  • Essex Property Trust made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1480 holding.
  • Apollon Wealth Management first reported a position in Essex Property Trust in Q2 2020 and has held it in 3 quarters since.
  • 330 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.