Bruce G. Allen Investments’s Essex Property Trust ESS Stock Holding History

Bruce G. Allen Investments’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	$45.8K	Hold	157	–	–	0.03%	284
2026 Q1	$38K	Sell	157 -1	-0.6%	-$252	0.02%	317
2025 Q4	$41.3K	Sell	158 -8	-5%	-$2.07K	0.03%	295
2025 Q3	$44.4K	Sell	166 -1	-0.6%	-$270	0.03%	277
2025 Q2	$47.3K	Buy	167 +2	+1%	+$562	0.04%	266
2025 Q1	$50.6K	Sell	165 -12	-7%	-$3.51K	0.04%	252
2024 Q4	$50.5K	Buy	177 +2	+1%	+$591	0.04%	256
2024 Q3	$51.7K	Buy	175 +1	+0.6%	+$290	0.04%	256
2024 Q2	$47.4K	Buy	174 +3	+2%	+$770	0.04%	248
2024 Q1	$41.9K	Buy	171 +7	+4%	+$1.67K	0.03%	275
2023 Q4	$40.7K	Buy	+164	New	+$36.2K	0.04%	269

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's ESS Position: Q2 2026 in Review

Bruce G. Allen Investments held its Essex Property Trust (ESS) position steady in Q2 2026 at 157 shares worth $45.8K. The position accounts for 0.03% of the portfolio, ranked #284.

Bruce G. Allen Investments first reported a position in ESS in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.7K in Q3 2024. 633 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Bruce G. Allen Investments held 157 shares of Essex Property Trust worth $45.8K as of Q2 2026.
Bruce G. Allen Investments left its Essex Property Trust share count unchanged in Q2 2026.
Essex Property Trust made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #284 holding.
Bruce G. Allen Investments first reported a position in Essex Property Trust in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Essex Property Trust position peaked at $51.7K in Q3 2024.
633 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.