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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers's ESS Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Essex Property Trust (ESS) stake by 5% in Q1 2026, selling an estimated $132K and leaving 10,005 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Cetera Investment Advisers first reported a position in ESS in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.76M in Q4 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Cetera Investment Advisers held 10,005 shares of Essex Property Trust worth $2.42M as of Q1 2026.
  • Cetera Investment Advisers sold 524 Essex Property Trust shares in Q1 2026, an estimated $132K.
  • Essex Property Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2119 holding.
  • Cetera Investment Advisers first reported a position in Essex Property Trust in Q4 2021 and has held it in 11 quarters since.
  • Cetera Investment Advisers's Essex Property Trust position peaked at $2.76M in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.