Cedar Mountain Advisors
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Cedar Mountain Advisors’s Essex Property Trust ESS Stock Holding History

Cedar Mountain 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
Q3 		– Sell
-67
Closed -$19.5K – 1189
2026
Q2 		$19.5K Hold
67
– – ﹤0.01% 344
2026
Q1 		$16.2K Buy
+67
New +$16.9K ﹤0.01% 349

Other funds holding ESS

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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Cedar Mountain Advisors's ESS Position: Q3 2026 in Review

Cedar Mountain Advisors sold out of Essex Property Trust (ESS) in Q3 2026, closing a stake of 67 shares — an estimated $19.5K sold.

Cedar Mountain Advisors first reported a position in ESS in Q1 2026 and held it in 2 quarters. The position peaked at $19.5K in Q2 2026. 373 funds tracked by Wall St. Rank hold ESS as of Q3 2026.

  • Cedar Mountain Advisors reported no remaining Essex Property Trust position as of Q3 2026 after selling out during the quarter.
  • Cedar Mountain Advisors sold 67 Essex Property Trust shares in Q3 2026, an estimated $19.5K.
  • Cedar Mountain Advisors first reported a position in Essex Property Trust in Q1 2026 and held it in 2 quarters.
  • Cedar Mountain Advisors's Essex Property Trust position peaked at $19.5K in Q2 2026.
  • 373 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.