Balance Wealth
ESS icon

Balance Wealth’s Essex Property Trust ESS Stock Holding History

Balance 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
Q3 		$513 Buy
+2
New +$569 ﹤0.01% 888

Other funds holding ESS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Balance Wealth's ESS Position: Q3 2026 in Review

Balance Wealth opened a new position in Essex Property Trust (ESS) in Q3 2026: 2 shares worth $513. The stake represents ﹤0.01% of the portfolio and ranks #888 among its holdings.

520 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Balance Wealth held 2 shares of Essex Property Trust worth $513 as of Q3 2026.
  • Essex Property Trust was a new Balance Wealth position in Q3 2026.
  • Essex Property Trust made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #888 holding.
  • 520 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.