Cetera Investment Advisers
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Cetera Investment Advisers’s Essex Property Trust ESS Stock Holding History

Cetera Investment Advisers’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 		$3.02M Buy
10,362
+357
+4% +$96K ﹤0.01% 2037
2026
Q1 		$2.42M Sell
10,005
-524
-5% -$132K ﹤0.01% 2119
2025
Q4 		$2.76M Buy
10,529
+1,030
+11% +$267K ﹤0.01% 1934
2025
Q3 		$2.54M Buy
9,499
+5,326
+128% +$1.44M ﹤0.01% 1970
2025
Q2 		$1.18M Buy
4,173
+398
+11% +$112K ﹤0.01% 2234
2025
Q1 		$1.16M Buy
3,775
+761
+25% +$222K ﹤0.01% 2148
2024
Q4 		$860K Buy
3,014
+115
+4% +$34K ﹤0.01% 2270
2024
Q3 		$856K Buy
2,899
+40
+1% +$11.6K ﹤0.01% 2227
2024
Q2 		$778K Sell
2,859
-249
-8% -$63.9K ﹤0.01% 2255
2024
Q1 		$761K Buy
+3,108
New +$740K ﹤0.01% 2284
2022
Q2 		– Sell
-600
Closed -$207K – 1859
2022
Q1 		$207K Buy
600
+23
+4% +$7.68K ﹤0.01% 1691
2021
Q4 		$203K Buy
+577
New +$196K ﹤0.01% 1730

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Investment Advisers's ESS Position: Q2 2026 in Review

Cetera Investment Advisers increased its Essex Property Trust (ESS) stake by 3.6% in Q2 2026, buying an estimated $96K and bringing the position to 10,362 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Cetera Investment Advisers first reported a position in ESS in Q4 2021 and has held it in 12 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Cetera Investment Advisers held 10,362 shares of Essex Property Trust worth $3.02M as of Q2 2026.
  • Cetera Investment Advisers bought 357 Essex Property Trust shares in Q2 2026, an estimated $96K.
  • Essex Property Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2037 holding.
  • Cetera Investment Advisers first reported a position in Essex Property Trust in Q4 2021 and has held it in 12 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.