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Ashton Thomas Private Wealth’s Essex Property Trust ESS Stock Holding History

Ashton Thomas Private Wealth’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
Q2 		$656K Sell
2,251
-1,839
-45% -$494K 0.01% 689
2026
Q1 		$990K Buy
+4,090
New +$1.03M 0.02% 540
2024
Q4 		– Sell
-3,482
Closed -$1.03M – 780
2024
Q3 		$1.03M Sell
3,482
-161
-4% -$46.7K 0.05% 305
2024
Q2 		$992K Sell
3,643
-310
-8% -$79.6K 0.05% 305
2024
Q1 		$968K Buy
+3,953
New +$941K 0.06% 308

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ashton Thomas Private Wealth's ESS Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Essex Property Trust (ESS) stake by 45% in Q2 2026, selling an estimated $494K and leaving 2,251 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #689.

Ashton Thomas Private Wealth first reported a position in ESS in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2024. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Ashton Thomas Private Wealth held 2,251 shares of Essex Property Trust worth $656K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 1,839 Essex Property Trust shares in Q2 2026, an estimated $494K.
  • Essex Property Trust made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #689 holding.
  • Ashton Thomas Private Wealth first reported a position in Essex Property Trust in Q1 2024 and has held it in 5 quarters since.
  • Ashton Thomas Private Wealth's Essex Property Trust position peaked at $1.03M in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.