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Beacon Investment Advisory Services’s Essex Property Trust ESS Stock Holding History

Beacon Investment Advisory Services’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 		$102K Hold
350
– – ﹤0.01% 339
2026
Q1 		$84.7K Buy
+350
New +$88.3K ﹤0.01% 355
2017
Q4 		– Sell
-789
Closed -$200K – 253
2017
Q3 		$200K Buy
+789
New +$206K 0.02% 257

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

Beacon Investment Advisory Services's ESS Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Essex Property Trust (ESS) position steady in Q2 2026 at 350 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Beacon Investment Advisory Services first reported a position in ESS in Q3 2017 and has held it in 3 quarters since. The position peaked at $200K in Q3 2017. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Beacon Investment Advisory Services held 350 shares of Essex Property Trust worth $102K as of Q2 2026.
  • Beacon Investment Advisory Services left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #339 holding.
  • Beacon Investment Advisory Services first reported a position in Essex Property Trust in Q3 2017 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Essex Property Trust position peaked at $200K in Q3 2017.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.