BPA
ESS icon

Beacon Pointe Advisors’s Essex Property Trust ESS Stock Holding History

Beacon Pointe Advisors’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 		$1.14M Buy
4,691
+1,444
+44% +$364K 0.01% 945
2025
Q4 		$850K Sell
3,247
-196
-6% -$50.7K 0.01% 881
2025
Q3 		$922K Sell
3,443
-1,908
-36% -$516K 0.01% 785
2025
Q2 		$1.52M Sell
5,351
-72
-1% -$20.2K 0.02% 546
2025
Q1 		$1.66M Sell
5,423
-26
-0.5% -$7.6K 0.02% 506
2024
Q4 		$1.56M Sell
5,449
-254
-4% -$75K 0.02% 524
2024
Q3 		$1.68M Sell
5,703
-171
-3% -$49.6K 0.02% 504
2024
Q2 		$1.6M Sell
5,874
-180
-3% -$46.2K 0.02% 527
2024
Q1 		$1.48M Sell
6,054
-58
-0.9% -$13.8K 0.02% 570
2023
Q4 		$1.52M Sell
6,112
-150
-2% -$33.1K 0.02% 550
2023
Q3 		$1.33M Buy
+6,262
New +$1.47M 0.02% 550

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's ESS Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Essex Property Trust (ESS) stake by 44% in Q1 2026, buying an estimated $364K and bringing the position to 4,691 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #945.

Beacon Pointe Advisors first reported a position in ESS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q3 2024. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Beacon Pointe Advisors held 4,691 shares of Essex Property Trust worth $1.14M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,444 Essex Property Trust shares in Q1 2026, an estimated $364K.
  • Essex Property Trust made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #945 holding.
  • Beacon Pointe Advisors first reported a position in Essex Property Trust in Q3 2023 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's Essex Property Trust position peaked at $1.68M in Q3 2024.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.