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Cassaday & Co Wealth Management’s Essex Property Trust ESS Stock Holding History

Cassaday & Co Wealth Management’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 		$46.4K Hold
159
– – ﹤0.01% 633
2026
Q1 		$38.5K Buy
+159
New +$40.1K ﹤0.01% 665

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

Cassaday & Co Wealth Management's ESS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Essex Property Trust (ESS) position steady in Q2 2026 at 159 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Cassaday & Co Wealth Management first reported a position in ESS in Q1 2026 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Cassaday & Co Wealth Management held 159 shares of Essex Property Trust worth $46.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #633 holding.
  • Cassaday & Co Wealth Management first reported a position in Essex Property Trust in Q1 2026 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.