Bell Investment Advisors’s Essex Property Trust ESS Stock Holding History

Bell Investment 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 Q2	$2.33K	Buy	8 +2	+33%	+$538	﹤0.01%	1286
2026 Q1	$1.45K	Hold	6	–	–	﹤0.01%	1440
2025 Q4	$1.57K	Sell	6 -19	-76%	-$4.92K	﹤0.01%	1426
2025 Q3	$6.69K	Hold	25	–	–	﹤0.01%	792
2025 Q2	$7.08K	Buy	25 +21	+525%	+$5.9K	﹤0.01%	818
2025 Q1	$1.23K	Hold	4	–	–	﹤0.01%	1486
2024 Q4	$1.14K	Hold	4	–	–	﹤0.01%	1543
2024 Q3	$1.18K	Hold	4	–	–	﹤0.01%	1540
2024 Q2	$1.09K	Hold	4	–	–	﹤0.01%	1589
2024 Q1	$980	Hold	4	–	–	﹤0.01%	1611
2023 Q4	$992	Sell	4 -6	-60%	-$1.32K	﹤0.01%	1596
2023 Q3	$2.12K	Sell	10 -2	-17%	-$469	﹤0.01%	1248
2023 Q2	$2.81K	Buy	12 +2	+20%	+$437	﹤0.01%	1123
2023 Q1	$2.09K	Buy	10 +4	+67%	+$882	﹤0.01%	1243
2022 Q4	$1.27K	Sell	6 -2	-25%	-$437	﹤0.01%	1481
2022 Q3	$2K	Sell	8 -1	-11%	-$271	﹤0.01%	1089
2022 Q2	$2K	Buy	+9	New	+$2.72K	﹤0.01%	1134
2021 Q4	$5K	Buy	15 +1	+7%	+$340	﹤0.01%	755
2021 Q3	$4K	Buy	+14	New	+$4.53K	﹤0.01%	788

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bell Investment Advisors's ESS Position: Q2 2026 in Review

Bell Investment Advisors increased its Essex Property Trust (ESS) stake by 33% in Q2 2026, buying an estimated $538 and bringing the position to 8 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Bell Investment Advisors first reported a position in ESS in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.08K in Q2 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Bell Investment Advisors held 8 shares of Essex Property Trust worth $2.33K as of Q2 2026.
Bell Investment Advisors bought 2 Essex Property Trust shares in Q2 2026, an estimated $538.
Essex Property Trust made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1286 holding.
Bell Investment Advisors first reported a position in Essex Property Trust in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Essex Property Trust position peaked at $7.08K in Q2 2025.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.