Center for Financial Planning’s Essex Property Trust ESS Stock Holding History

Center for Financial Planning’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	$102K	Hold	350	–	–	0.01%	239
2026 Q1	$84.7K	Hold	350	–	–	0.01%	252
2025 Q4	$91.6K	Hold	350	–	–	0.01%	241
2025 Q3	$93.7K	Hold	350	–	–	0.01%	232
2025 Q2	$99.2K	Hold	350	–	–	0.01%	220
2025 Q1	$107K	Hold	350	–	–	0.01%	198
2024 Q4	$99.9K	Hold	350	–	–	0.01%	195
2024 Q3	$103K	Hold	350	–	–	0.01%	185
2024 Q2	$95.3K	Hold	350	–	–	0.01%	185
2024 Q1	$85.7K	Hold	350	–	–	0.01%	194
2023 Q4	$86.8K	Hold	350	–	–	0.02%	181
2023 Q3	$74.2K	Hold	350	–	–	0.02%	185
2023 Q2	$82K	Hold	350	–	–	0.02%	183
2023 Q1	$73.2K	Hold	350	–	–	0.02%	183
2022 Q4	$74.2K	Hold	350	–	–	0.02%	185
2022 Q3	$85K	Buy	+350	New	+$94.7K	0.02%	169

Other funds holding ESS

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Center for Financial Planning's ESS Position: Q2 2026 in Review

Center for Financial Planning held its Essex Property Trust (ESS) position steady in Q2 2026 at 350 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #239.

Center for Financial Planning first reported a position in ESS in Q3 2022 and has held it in 16 quarters since. The position peaked at $107K in Q1 2025. 125 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Center for Financial Planning held 350 shares of Essex Property Trust worth $102K as of Q2 2026.
Center for Financial Planning left its Essex Property Trust share count unchanged in Q2 2026.
Essex Property Trust made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #239 holding.
Center for Financial Planning first reported a position in Essex Property Trust in Q3 2022 and has held it in 16 quarters since.
Center for Financial Planning's Essex Property Trust position peaked at $107K in Q1 2025.
125 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.