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Atomi Financial Group’s Essex Property Trust ESS Stock Holding History

Atomi Financial Group’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 		$212K Sell
875
-51
-6% -$12.9K 0.01% 1129
2025
Q4 		$242K Buy
926
+27
+3% +$6.99K 0.01% 1048
2025
Q3 		$241K Buy
+899
New +$243K 0.01% 1011
2025
Q2 		– Sell
-679
Closed -$208K – 1135
2025
Q1 		$208K Sell
679
-36
-5% -$10.5K 0.01% 959
2024
Q4 		$204K Buy
715
+25
+4% +$7.39K 0.01% 912
2024
Q3 		$204K Buy
+690
New +$200K 0.01% 847

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

Atomi Financial Group's ESS Position: Q1 2026 in Review

Atomi Financial Group reduced its Essex Property Trust (ESS) stake by 5.5% in Q1 2026, selling an estimated $12.9K and leaving 875 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #1129.

Atomi Financial Group first reported a position in ESS in Q3 2024 and has held it in 6 quarters since. The position peaked at $242K in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Atomi Financial Group held 875 shares of Essex Property Trust worth $212K as of Q1 2026.
  • Atomi Financial Group sold 51 Essex Property Trust shares in Q1 2026, an estimated $12.9K.
  • Essex Property Trust made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1129 holding.
  • Atomi Financial Group first reported a position in Essex Property Trust in Q3 2024 and has held it in 6 quarters since.
  • Atomi Financial Group's Essex Property Trust position peaked at $242K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.