Atomi Financial Group
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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
Q3 		$223K Buy
829
+18
+2% +$5.12K 0.01% 1211
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
AEW Capital Management
AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return

Atomi Financial Group's ESS Position: Q3 2026 in Review

Atomi Financial Group increased its Essex Property Trust (ESS) stake by 2.2% in Q3 2026, buying an estimated $5.12K and bringing the position to 829 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1211.

Atomi Financial Group first reported a position in ESS in Q3 2024 and has held it in 8 quarters since. The position peaked at $242K in Q4 2025. 330 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Atomi Financial Group held 829 shares of Essex Property Trust worth $223K as of Q3 2026.
  • Atomi Financial Group bought 18 Essex Property Trust shares in Q3 2026, an estimated $5.12K.
  • Essex Property Trust made up 0.01% of Atomi Financial Group's portfolio in Q3 2026, its #1211 holding.
  • Atomi Financial Group first reported a position in Essex Property Trust in Q3 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's Essex Property Trust position peaked at $242K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.