BFPW
ESS icon

BOK Financial Private Wealth’s Essex Property Trust ESS Stock Holding History

BOK Financial Private Wealth’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 		$346 Buy
+1
New +$269 ﹤0.01% 763
2026
Q1 		– Hold
0
– – – 437
2025
Q1 		– Sell
-2
Closed -$571 – 541
2024
Q4 		$571 Buy
+2
New +$591 ﹤0.01% 571

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

BOK Financial Private Wealth's ESS Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Essex Property Trust (ESS) in Q2 2026: 1 share worth $346. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in ESS as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in ESS in Q4 2024 and has held it in 2 quarters since. The position peaked at $571 in Q4 2024. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • BOK Financial Private Wealth held 1 share of Essex Property Trust worth $346 as of Q2 2026.
  • Essex Property Trust was a new BOK Financial Private Wealth position in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #763 holding.
  • BOK Financial Private Wealth first reported a position in Essex Property Trust in Q4 2024 and has held it in 2 quarters since.
  • BOK Financial Private Wealth's Essex Property Trust position peaked at $571 in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.