Carson Wealth (CWM LLC)’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $512K | Sell |
2,117
-2,175
| -51% | -$549K | ﹤0.01% | 2002 |
|
|
2025
Q4 | $1.12M | Buy |
4,292
+2,248
| +110% | +$582K | ﹤0.01% | 1428 |
|
|
2025
Q3 | $547K | Buy |
2,044
+771
| +61% | +$208K | ﹤0.01% | 1738 |
|
|
2025
Q2 | $361K | Sell |
1,273
-90
| -7% | -$25.3K | ﹤0.01% | 1751 |
|
|
2025
Q1 | $418K | Buy |
1,363
+143
| +12% | +$41.8K | ﹤0.01% | 1527 |
|
|
2024
Q4 | $348K | Buy |
1,220
+24
| +2% | +$7.09K | ﹤0.01% | 1518 |
|
|
2024
Q3 | $353K | Sell |
1,196
-386
| -24% | -$112K | ﹤0.01% | 1464 |
|
|
2024
Q2 | $431K | Buy |
1,582
+422
| +36% | +$108K | ﹤0.01% | 1247 |
|
|
2024
Q1 | $284K | Buy |
1,160
+185
| +19% | +$44K | ﹤0.01% | 1360 |
|
|
2023
Q4 | $242K | Buy |
975
+19
| +2% | +$4.19K | ﹤0.01% | 1335 |
|
|
2023
Q3 | $203K | Buy |
956
+77
| +9% | +$18.1K | ﹤0.01% | 1308 |
|
|
2023
Q2 | $206K | Hold |
879
| – | – | ﹤0.01% | 1238 |
|
|
2023
Q1 | $184K | Buy |
879
+326
| +59% | +$71.9K | ﹤0.01% | 1227 |
|
|
2022
Q4 | $117K | Sell |
553
-398
| -42% | -$87K | ﹤0.01% | 1308 |
|
|
2022
Q3 | $230K | Buy |
951
+443
| +87% | +$120K | ﹤0.01% | 996 |
|
|
2022
Q2 | $133K | Buy |
508
+141
| +38% | +$42.7K | ﹤0.01% | 1199 |
|
|
2022
Q1 | $127K | Buy |
367
+189
| +106% | +$63.1K | ﹤0.01% | 1235 |
|
|
2021
Q4 | $63K | Buy |
+178
| New | +$60.6K | ﹤0.01% | 1481 |
|
|
2021
Q2 | $16K | Hold |
53
| – | – | ﹤0.01% | 1893 |
|
|
2021
Q1 | $16K | Hold |
53
| – | – | ﹤0.01% | 1893 |
|
|
2020
Q4 | $16K | Hold |
53
| – | – | ﹤0.01% | 1893 |
|
|
2020
Q3 | $16K | Hold |
53
| – | – | ﹤0.01% | 1893 |
|
|
2020
Q2 | $16K | Hold |
53
| – | – | ﹤0.01% | 1893 |
|
|
2020
Q1 | $16K | Hold |
53
| – | – | ﹤0.01% | 1893 |
|
|
2019
Q4 | $16K | Hold |
53
| – | – | ﹤0.01% | 1893 |
|
|
2019
Q3 | $16K | Hold |
53
| – | – | ﹤0.01% | 1893 |
|
|
2019
Q2 | $16K | Hold |
53
| – | – | ﹤0.01% | 1893 |
|
|
2019
Q1 | $16K | Sell |
53
-11,385
| -100% | -$3.11M | ﹤0.01% | 1893 |
|
|
2018
Q4 | $2.81M | Sell |
11,438
-2
| -0% | -$504 | 0.07% | 236 |
|
|
2018
Q3 | $2.82M | Sell |
11,440
-45
| -0.4% | -$10.8K | 0.07% | 229 |
|
|
2018
Q2 | $2.75M | Sell |
11,485
-253
| -2% | -$60.3K | 0.09% | 185 |
|
|
2018
Q1 | $2.83M | Sell |
11,738
-182
| -2% | -$42K | 0.11% | 145 |
|
|
2017
Q4 | $2.88M | Sell |
11,920
-54
| -0.5% | -$13.6K | 0.13% | 133 |
|
|
2017
Q3 | $3.04M | Buy |
11,974
+118
| +1% | +$30.8K | 0.14% | 111 |
|
|
2017
Q2 | $3.05M | Sell |
11,856
-59
| -0.5% | -$14.8K | 0.16% | 110 |
|
|
2017
Q1 | $2.76M | Sell |
11,915
-228
| -2% | -$52.3K | 0.16% | 123 |
|
|
2016
Q4 | $2.82M | Buy |
12,143
+11,060
| +1,021% | +$2.39M | 0.17% | 122 |
|
|
2016
Q3 | $241K | Buy |
+1,083
| New | +$246K | 0.02% | 248 |
|
Other funds holding ESS
Carson Wealth (CWM LLC)'s ESS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Essex Property Trust (ESS) stake by 51% in Q1 2026, selling an estimated $549K and leaving 2,117 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.
Carson Wealth (CWM LLC) first reported a position in ESS in Q3 2016 and has held it in 38 quarters since. The position peaked at $3.05M in Q2 2017. 608 funds tracked by Wall St. Rank hold ESS as of Q1 2026.
- Carson Wealth (CWM LLC) held 2,117 shares of Essex Property Trust worth $512K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 2,175 Essex Property Trust shares in Q1 2026, an estimated $549K.
- Essex Property Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2002 holding.
- Carson Wealth (CWM LLC) first reported a position in Essex Property Trust in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Essex Property Trust position peaked at $3.05M in Q2 2017.
- 608 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.