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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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. 633 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.
633 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.