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Avion Wealth’s Essex Property Trust ESS Stock Holding History

Avion Wealth’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 		$4K Buy
16
+8
+100% +$2.15K ﹤0.01% 843
2026
Q1 		$1K Buy
8
+2
+33% +$504 ﹤0.01% 1014
2025
Q4 		$1K Buy
+6
New +$1.55K ﹤0.01% 1012
2025
Q3 		– Sell
-1
Closed – – 1295
2025
Q2 		$0 Sell
1
-1
-50% -$281 ﹤0.01% 1291
2025
Q1 		$0 Buy
+2
New +$584 ﹤0.01% 1119
2023
Q4 		– Sell
-4
Closed – – 1151
2023
Q3 		$0 Hold
4
– – ﹤0.01% 916
2023
Q2 		$0 Buy
+4
New +$874 ﹤0.01% 808

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

Avion Wealth's ESS Position: Q2 2026 in Review

Avion Wealth increased its Essex Property Trust (ESS) stake by 100% in Q2 2026, buying an estimated $2.15K and bringing the position to 16 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Avion Wealth first reported a position in ESS in Q2 2023 and has held it in 7 quarters since. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Avion Wealth held 16 shares of Essex Property Trust worth $4K as of Q2 2026.
  • Avion Wealth bought 8 Essex Property Trust shares in Q2 2026, an estimated $2.15K.
  • Essex Property Trust made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #843 holding.
  • Avion Wealth first reported a position in Essex Property Trust in Q2 2023 and has held it in 7 quarters since.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.