Avantax Advisory Services’s Essex Property Trust ESS Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.65M	Buy	5,808 +287	+5%	+$80.6K	0.01%	900
2025 Q1	$1.69M	Buy	5,521 +187	+4%	+$54.6K	0.01%	834
2024 Q4	$1.52M	Buy	5,334 +69	+1%	+$20.4K	0.01%	852
2024 Q3	$1.56M	Sell	5,265 -355	-6%	-$103K	0.01%	806
2024 Q2	$1.53M	Buy	5,620 +4,456	+383%	+$1.14M	0.01%	768
2024 Q1	$285K	Sell	1,164 -82	-7%	-$19.5K	﹤0.01%	1325
2023 Q4	$309K	Sell	1,246 -92	-7%	-$20.3K	﹤0.01%	1220
2023 Q3	$284K	Buy	1,338 +152	+13%	+$35.6K	﹤0.01%	1227
2023 Q2	$278K	Sell	1,186 -43	-3%	-$9.4K	﹤0.01%	1222
2023 Q1	$257K	Buy	+1,229	New	+$271K	﹤0.01%	1239

Other funds holding ESS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's ESS Position: Q2 2025 in Review

Avantax Advisory Services increased its Essex Property Trust (ESS) stake by 5.2% in Q2 2025, buying an estimated $80.6K and bringing the position to 5,808 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #900.

Avantax Advisory Services first reported a position in ESS in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q1 2025. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

Avantax Advisory Services held 5,808 shares of Essex Property Trust worth $1.65M as of Q2 2025.
Avantax Advisory Services bought 287 Essex Property Trust shares in Q2 2025, an estimated $80.6K.
Essex Property Trust made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #900 holding.
Avantax Advisory Services first reported a position in Essex Property Trust in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's Essex Property Trust position peaked at $1.69M in Q1 2025.
617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.