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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
Q1 		$38.5K Buy
+159
New +$40.1K ﹤0.01% 665

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassaday & Co Wealth Management's ESS Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Essex Property Trust (ESS) in Q1 2026: 159 shares worth $38.5K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings.

606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Cassaday & Co Wealth Management held 159 shares of Essex Property Trust worth $38.5K as of Q1 2026.
  • Essex Property Trust was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Essex Property Trust made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #665 holding.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.