AssetMark Inc
ESS icon

AssetMark Inc’s Essex Property Trust ESS Stock Holding History

AssetMark Inc’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 		$156K Buy
534
+92
+21% +$24.7K ﹤0.01% 1506
2026
Q1 		$107K Sell
442
-56
-11% -$14.1K ﹤0.01% 1519
2025
Q4 		$130K Buy
498
+11
+2% +$2.85K ﹤0.01% 1419
2025
Q3 		$130K Buy
487
+104
+27% +$28.1K ﹤0.01% 1364
2025
Q2 		$109K Buy
383
+149
+64% +$41.9K ﹤0.01% 1350
2025
Q1 		$71.7K Buy
234
+10
+4% +$2.92K ﹤0.01% 1353
2024
Q4 		$63.9K Buy
224
+124
+124% +$36.6K ﹤0.01% 1353
2024
Q3 		$29.5K Buy
100
+96
+2,400% +$27.8K ﹤0.01% 1416
2024
Q2 		$1.09K Buy
+4
New +$1.03K ﹤0.01% 1837
2023
Q1 		– Sell
-3
Closed -$636 – 1628
2022
Q4 		$636 Sell
3
-1,639
-100% -$358K ﹤0.01% 1508
2022
Q3 		$398K Sell
1,642
-1,250
-43% -$338K ﹤0.01% 686
2022
Q2 		$756K Buy
2,892
+542
+23% +$164K ﹤0.01% 564
2022
Q1 		$812K Buy
2,350
+287
+14% +$95.9K ﹤0.01% 521
2021
Q4 		$727K Buy
2,063
+272
+15% +$92.6K ﹤0.01% 470
2021
Q3 		$573K Buy
1,791
+142
+9% +$45.9K ﹤0.01% 446
2021
Q2 		$495K Buy
1,649
+78
+5% +$23K ﹤0.01% 456
2021
Q1 		$427K Buy
1,571
+91
+6% +$23.6K ﹤0.01% 458
2020
Q4 		$351K Buy
1,480
+91
+7% +$21K ﹤0.01% 482
2020
Q3 		$279K Buy
1,389
+697
+101% +$152K ﹤0.01% 476
2020
Q2 		$159K Buy
692
+594
+606% +$142K ﹤0.01% 524
2020
Q1 		$22K Buy
98
+87
+791% +$25K ﹤0.01% 851
2019
Q4 		$3K Sell
11
-3
-21% -$948 ﹤0.01% 1167
2019
Q3 		$5K Buy
14
+3
+27% +$938 ﹤0.01% 1045
2019
Q2 		$3K Sell
11
-1
-8% -$288 ﹤0.01% 1109
2019
Q1 		$3K Sell
12
-66
-85% -$18K ﹤0.01% 1112
2018
Q4 		$19K Buy
78
+37
+90% +$9.33K ﹤0.01% 904
2018
Q3 		$10K Hold
41
– – ﹤0.01% 1046
2018
Q2 		$10K Sell
41
-3
-7% -$715 ﹤0.01% 1040
2018
Q1 		$11K Sell
44
-303
-87% -$69.9K ﹤0.01% 1022
2017
Q4 		$84K Sell
347
-4,975
-93% -$1.26M ﹤0.01% 646
2017
Q3 		$1.35M Sell
5,322
-36,794
-87% -$9.61M 0.02% 277
2017
Q2 		$10.8M Buy
42,116
+2,065
+5% +$519K 0.14% 134
2017
Q1 		$9.27M Buy
40,051
+4,105
+11% +$942K 0.12% 143
2016
Q4 		$8.36M Buy
35,946
+2,129
+6% +$460K 0.12% 136
2016
Q3 		$7.53M Sell
33,817
-10,130
-23% -$2.3M 0.11% 135
2016
Q2 		$10M Buy
43,947
+3,623
+9% +$809K 0.17% 119
2016
Q1 		$9.43M Buy
40,324
+2,088
+5% +$458K 0.16% 113
2015
Q4 		$9.15M Buy
38,236
+6,172
+19% +$1.42M 0.17% 108
2015
Q3 		$7.16M Buy
32,064
+18,881
+143% +$4.16M 0.15% 101
2015
Q2 		$2.8M Buy
13,183
+461
+4% +$102K 0.06% 145
2015
Q1 		$2.92M Sell
12,722
-252
-2% -$57.1K 0.06% 134
2014
Q4 		$2.68M Buy
12,974
+146
+1% +$28.9K 0.06% 161
2014
Q3 		$2.29M Sell
12,828
-2,126
-14% -$401K 0.05% 177
2014
Q2 		$2.77M Buy
+14,954
New +$2.65M 0.06% 147

Other funds holding ESS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AssetMark Inc's ESS Position: Q2 2026 in Review

AssetMark Inc increased its Essex Property Trust (ESS) stake by 21% in Q2 2026, buying an estimated $24.7K and bringing the position to 534 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

AssetMark Inc first reported a position in ESS in Q2 2014 and has held it in 44 quarters since. The position peaked at $10.8M in Q2 2017. 220 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • AssetMark Inc held 534 shares of Essex Property Trust worth $156K as of Q2 2026.
  • AssetMark Inc bought 92 Essex Property Trust shares in Q2 2026, an estimated $24.7K.
  • Essex Property Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1506 holding.
  • AssetMark Inc first reported a position in Essex Property Trust in Q2 2014 and has held it in 44 quarters since.
  • AssetMark Inc's Essex Property Trust position peaked at $10.8M in Q2 2017.
  • 220 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.