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Barnes Dennig Private Wealth Management’s Essex Property Trust ESS Stock Holding History

Barnes Dennig Private Wealth Management’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 		– Sell
-76
Closed -$18.4K – 376
2026
Q1 		$18.4K Buy
+76
New +$19.2K 0.02% 219
2025
Q3 		– Sell
-37
Closed -$10.5K – 309
2025
Q2 		$10.5K Buy
+37
New +$10.4K 0.01% 210

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

Barnes Dennig Private Wealth Management's ESS Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management sold out of Essex Property Trust (ESS) in Q2 2026, closing a stake of 76 shares — an estimated $18.4K sold.

Barnes Dennig Private Wealth Management first reported a position in ESS in Q2 2025 and held it in 2 quarters. The position peaked at $18.4K in Q1 2026. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Barnes Dennig Private Wealth Management reported no remaining Essex Property Trust position as of Q2 2026 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 76 Essex Property Trust shares in Q2 2026, an estimated $18.4K.
  • Barnes Dennig Private Wealth Management first reported a position in Essex Property Trust in Q2 2025 and held it in 2 quarters.
  • Barnes Dennig Private Wealth Management's Essex Property Trust position peaked at $18.4K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.