CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Essex Property Trust ESS Stock Holding History

CAPTRUST Financial 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 		$1.45M Buy
4,985
+894
+22% +$240K ﹤0.01% 1520
2026
Q1 		$990K Buy
4,091
+2,133
+109% +$538K ﹤0.01% 1619
2025
Q4 		$512K Buy
1,958
+198
+11% +$51.2K ﹤0.01% 1887
2025
Q3 		$471K Buy
1,760
+110
+7% +$29.7K ﹤0.01% 1857
2025
Q2 		$468K Sell
1,650
-84
-5% -$23.6K ﹤0.01% 1771
2025
Q1 		$531K Buy
1,734
+105
+6% +$30.7K ﹤0.01% 1609
2024
Q4 		$465K Buy
1,629
+168
+11% +$49.6K ﹤0.01% 1639
2024
Q3 		$432K Buy
1,461
+51
+4% +$14.8K ﹤0.01% 1654
2024
Q2 		$384K Sell
1,410
-102
-7% -$26.2K ﹤0.01% 1654
2024
Q1 		$370K Buy
1,512
+7
+0.5% +$1.67K ﹤0.01% 1656
2023
Q4 		$373K Sell
1,505
-329
-18% -$72.6K ﹤0.01% 1961
2023
Q3 		$389K Buy
1,834
+493
+37% +$116K ﹤0.01% 1820
2023
Q2 		$314K Buy
1,341
+185
+16% +$40.4K ﹤0.01% 1934
2023
Q1 		$242K Sell
1,156
-157
-12% -$34.6K ﹤0.01% 1914
2022
Q4 		$278K Sell
1,313
-49
-4% -$10.7K ﹤0.01% 1724
2022
Q3 		$330K Buy
+1,362
New +$369K ﹤0.01% 1478

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

CAPTRUST Financial Advisors's ESS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Essex Property Trust (ESS) stake by 22% in Q2 2026, buying an estimated $240K and bringing the position to 4,985 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

CAPTRUST Financial Advisors first reported a position in ESS in Q3 2022 and has held it in 16 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,985 shares of Essex Property Trust worth $1.45M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 894 Essex Property Trust shares in Q2 2026, an estimated $240K.
  • Essex Property Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1520 holding.
  • CAPTRUST Financial Advisors first reported a position in Essex Property Trust in Q3 2022 and has held it in 16 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.