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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
Q2 		$236K Sell
811
-64
-7% -$17.2K 0.01% 1139
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 $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

Atomi Financial Group's ESS Position: Q2 2026 in Review

Atomi Financial Group reduced its Essex Property Trust (ESS) stake by 7.3% in Q2 2026, selling an estimated $17.2K and leaving 811 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #1139.

Atomi Financial Group first reported a position in ESS in Q3 2024 and has held it in 7 quarters since. The position peaked at $242K in Q4 2025. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Atomi Financial Group held 811 shares of Essex Property Trust worth $236K as of Q2 2026.
  • Atomi Financial Group sold 64 Essex Property Trust shares in Q2 2026, an estimated $17.2K.
  • Essex Property Trust made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1139 holding.
  • Atomi Financial Group first reported a position in Essex Property Trust in Q3 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's Essex Property Trust position peaked at $242K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.