Bartlett & Co Wealth Management’s Essex Property Trust ESS Stock Holding History

Bartlett & Co 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 Q1	$4.76K	Buy	18 +17	+1,700%	+$4.29K	﹤0.01%	1025
2025 Q4	$262	Sell	1 -26	-96%	-$6.73K	﹤0.01%	1186
2025 Q3	$7.3K	Buy	27 +26	+2,600%	+$7.03K	﹤0.01%	959
2025 Q2	$286	Buy	+1	New	+$281	﹤0.01%	1184
2020 Q1	–	Sell	-99	Closed	-$30K	–	855
2019 Q4	$30K	Hold	99	–	–	﹤0.01%	605
2019 Q3	$32.5K	Hold	99	–	–	﹤0.01%	594
2019 Q2	$29.1K	Hold	99	–	–	﹤0.01%	497
2019 Q1	$28.8K	Hold	99	–	–	﹤0.01%	490
2018 Q4	$24.5K	Hold	99	–	–	﹤0.01%	501
2018 Q3	$24.6K	Hold	99	–	–	﹤0.01%	519
2018 Q2	$23.9K	Hold	99	–	–	﹤0.01%	508
2018 Q1	$24K	Buy	+99	New	+$22.8K	﹤0.01%	513

Other funds holding ESS

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bartlett & Co Wealth Management's ESS Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Essex Property Trust (ESS) stake by 1,700% in Q1 2026, buying an estimated $4.29K and bringing the position to 18 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Bartlett & Co Wealth Management first reported a position in ESS in Q1 2018 and has held it in 12 quarters since. The position peaked at $32.5K in Q3 2019. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Bartlett & Co Wealth Management held 18 shares of Essex Property Trust worth $4.76K as of Q1 2026.
Bartlett & Co Wealth Management bought 17 Essex Property Trust shares in Q1 2026, an estimated $4.29K.
Essex Property Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1025 holding.
Bartlett & Co Wealth Management first reported a position in Essex Property Trust in Q1 2018 and has held it in 12 quarters since.
Bartlett & Co Wealth Management's Essex Property Trust position peaked at $32.5K in Q3 2019.
606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.