APP
ESS icon

Avantax Planning Partners’s Essex Property Trust ESS Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-1,005
Closed -$285K – 443
2025
Q2 		$285K Sell
1,005
-9
-0.9% -$2.53K 0.01% 358
2025
Q1 		$311K Hold
1,014
– – 0.01% 331
2024
Q4 		$289K Hold
1,014
– – 0.01% 338
2024
Q3 		$300K Buy
1,014
+37
+4% +$10.7K 0.01% 334
2024
Q2 		$266K Sell
977
-48
-5% -$12.3K 0.01% 380
2024
Q1 		$251K Buy
1,025
+81
+9% +$19.3K 0.01% 395
2023
Q4 		$234K Buy
+944
New +$208K 0.01% 335
2023
Q3 		– Sell
-894
Closed -$209K – 372
2023
Q2 		$209K Buy
+894
New +$195K 0.01% 351
2018
Q4 		– Sell
-36
Closed -$9K – 552
2018
Q3 		$9K Buy
+36
New +$8.67K ﹤0.01% 905
2018
Q2 		– Sell
-42
Closed -$10K – 594
2018
Q1 		$10K Buy
+42
New +$9.68K ﹤0.01% 1045

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Planning Partners's ESS Position: Q3 2025 in Review

Avantax Planning Partners sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 1,005 shares — an estimated $285K sold.

Avantax Planning Partners first reported a position in ESS in Q1 2018 and held it in 10 quarters. The position peaked at $311K in Q1 2025. 608 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • Avantax Planning Partners reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 1,005 Essex Property Trust shares in Q3 2025, an estimated $285K.
  • Avantax Planning Partners first reported a position in Essex Property Trust in Q1 2018 and held it in 10 quarters.
  • Avantax Planning Partners's Essex Property Trust position peaked at $311K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.