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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
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 $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 Trust Company's ESS Position: Q1 2026 in Review

Cetera Trust Company increased its Essex Property Trust (ESS) stake by 6.1% in Q1 2026, buying an estimated $10.1K and bringing the position to 695 shares worth $168K. The position accounts for 0.1% of the portfolio, ranked #177.

Cetera Trust Company first reported a position in ESS in Q2 2025 and has held it in 4 quarters since. The position peaked at $183K in Q2 2025. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Cetera Trust Company held 695 shares of Essex Property Trust worth $168K as of Q1 2026.
  • Cetera Trust Company bought 40 Essex Property Trust shares in Q1 2026, an estimated $10.1K.
  • Essex Property Trust made up 0.1% of Cetera Trust Company's portfolio in Q1 2026, its #177 holding.
  • Cetera Trust Company first reported a position in Essex Property Trust in Q2 2025 and has held it in 4 quarters since.
  • Cetera Trust Company's Essex Property Trust position peaked at $183K in Q2 2025.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.