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CBIZ Investment Advisory Services’s Essex Property Trust ESS Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q3 		– Sell
-4
Closed -$1.14K – 707
2025
Q2 		$1.14K Buy
+4
New +$1.12K ﹤0.01% 584

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBIZ Investment Advisory Services's ESS Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Essex Property Trust (ESS) in Q3 2025, closing a stake of 4 shares — an estimated $1.14K sold.

CBIZ Investment Advisory Services first reported a position in ESS in Q2 2025 and held it in 1 quarter. The position peaked at $1.14K in Q2 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Essex Property Trust position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 4 Essex Property Trust shares in Q3 2025, an estimated $1.14K.
  • CBIZ Investment Advisory Services first reported a position in Essex Property Trust in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Essex Property Trust position peaked at $1.14K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.