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Cetera Trust Company’s Essex Property Trust ESS Stock Holding History

Cetera Trust Company’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 		$203K Hold
695
– – 0.1% 172
2026
Q1 		$168K Buy
695
+40
+6% +$10.1K 0.1% 177
2025
Q4 		$171K Buy
655
+10
+2% +$2.59K 0.09% 174
2025
Q3 		$173K Hold
645
– – 0.1% 179
2025
Q2 		$183K Buy
+645
New +$181K 0.11% 173

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 Trust Company's ESS Position: Q2 2026 in Review

Cetera Trust Company held its Essex Property Trust (ESS) position steady in Q2 2026 at 695 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #172.

Cetera Trust Company first reported a position in ESS in Q2 2025 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Cetera Trust Company held 695 shares of Essex Property Trust worth $203K as of Q2 2026.
  • Cetera Trust Company left its Essex Property Trust share count unchanged in Q2 2026.
  • Essex Property Trust made up 0.1% of Cetera Trust Company's portfolio in Q2 2026, its #172 holding.
  • Cetera Trust Company first reported a position in Essex Property Trust in Q2 2025 and has held it in 5 quarters since.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.