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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ashton Thomas Private Wealth's ESS Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in Essex Property Trust (ESS) in Q1 2026: 4,090 shares worth $990K. The stake represents 0.02% of the portfolio and ranks #540 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in ESS as recently as Q3 2024.

Ashton Thomas Private Wealth first reported a position in ESS in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.03M in Q3 2024. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Ashton Thomas Private Wealth held 4,090 shares of Essex Property Trust worth $990K as of Q1 2026.
  • Essex Property Trust was a new Ashton Thomas Private Wealth position in Q1 2026.
  • Essex Property Trust made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #540 holding.
  • Ashton Thomas Private Wealth first reported a position in Essex Property Trust in Q1 2024 and has held it in 4 quarters since.
  • Ashton Thomas Private Wealth's Essex Property Trust position peaked at $1.03M in Q3 2024.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.