Checchi Capital Advisers’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $273K | Sell |
937
-47
| -5% | -$12.6K | 0.01% | 507 |
|
|
2026
Q1 | $238K | Buy |
984
+207
| +27% | +$52.2K | 0.01% | 531 |
|
|
2025
Q4 | $203K | Sell |
777
-119
| -13% | -$30.8K | 0.01% | 528 |
|
|
2025
Q3 | $240K | Sell |
896
-559
| -38% | -$151K | 0.01% | 494 |
|
|
2025
Q2 | $412K | Buy |
1,455
+5
| +0.3% | +$1.4K | 0.02% | 379 |
|
|
2025
Q1 | $445K | Buy |
1,450
+256
| +21% | +$74.8K | 0.02% | 361 |
|
|
2024
Q4 | $341K | Hold |
1,194
| – | – | 0.02% | 405 |
|
|
2024
Q3 | $353K | Sell |
1,194
-7
| -0.6% | -$2.03K | 0.02% | 413 |
|
|
2024
Q2 | $327K | Buy |
1,201
+79
| +7% | +$20.3K | 0.02% | 410 |
|
|
2024
Q1 | $275K | Buy |
1,122
+139
| +14% | +$33.1K | 0.02% | 463 |
|
|
2023
Q4 | $244K | Sell |
983
-18
| -2% | -$3.97K | 0.02% | 475 |
|
|
2023
Q3 | $212K | Sell |
1,001
-12
| -1% | -$2.81K | 0.02% | 492 |
|
|
2023
Q2 | $237K | Buy |
+1,013
| New | +$221K | 0.02% | 486 |
|
|
2022
Q4 | – | Sell |
-1,464
| Closed | -$355K | – | 561 |
|
|
2022
Q3 | $355K | Sell |
1,464
-75
| -5% | -$20.3K | 0.03% | 339 |
|
|
2022
Q2 | $441K | Buy |
1,539
+290
| +23% | +$87.8K | 0.04% | 319 |
|
|
2022
Q1 | $432K | Buy |
1,249
+91
| +8% | +$30.4K | 0.04% | 307 |
|
|
2021
Q4 | $408K | Buy |
1,158
+29
| +3% | +$9.87K | 0.04% | 310 |
|
|
2021
Q3 | $361K | Buy |
1,129
+378
| +50% | +$122K | 0.04% | 312 |
|
|
2021
Q2 | $225K | Buy |
+751
| New | +$221K | 0.02% | 472 |
|
|
2020
Q3 | – | Sell |
-1,166
| Closed | -$267K | – | 471 |
|
|
2020
Q2 | $267K | Buy |
1,166
+117
| +11% | +$28K | 0.03% | 336 |
|
|
2020
Q1 | $231K | Buy |
1,049
+55
| +6% | +$15.8K | 0.02% | 309 |
|
|
2019
Q4 | $299K | Sell |
994
-48
| -5% | -$15.2K | 0.04% | 306 |
|
|
2019
Q3 | $340K | Sell |
1,042
-11
| -1% | -$3.44K | 0.04% | 270 |
|
|
2019
Q2 | $307K | Buy |
1,053
+16
| +2% | +$4.61K | 0.04% | 291 |
|
|
2019
Q1 | $300K | Sell |
1,037
-2
| -0.2% | -$546 | 0.04% | 288 |
|
|
2018
Q4 | $255K | Buy |
1,039
+27
| +3% | +$6.81K | 0.03% | 290 |
|
|
2018
Q3 | $250K | Buy |
1,012
+42
| +4% | +$10.1K | 0.03% | 353 |
|
|
2018
Q2 | $232K | Sell |
970
-74
| -7% | -$17.6K | 0.03% | 348 |
|
|
2018
Q1 | $251K | Buy |
1,044
+143
| +16% | +$33K | 0.03% | 331 |
|
|
2017
Q4 | $217K | Buy |
+901
| New | +$227K | 0.03% | 372 |
|
|
2016
Q3 | – | Sell |
-680
| Closed | -$155K | – | 662 |
|
|
2016
Q2 | $155K | Buy |
680
+110
| +19% | +$24.6K | 0.02% | 417 |
|
|
2016
Q1 | $133K | Buy |
+570
| New | +$125K | 0.03% | 472 |
|
Other funds holding ESS
DPIM
ACM
Checchi Capital Advisers's ESS Position: Q2 2026 in Review
Checchi Capital Advisers reduced its Essex Property Trust (ESS) stake by 4.8% in Q2 2026, selling an estimated $12.6K and leaving 937 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #507.
Checchi Capital Advisers first reported a position in ESS in Q1 2016 and has held it in 32 quarters since. The position peaked at $445K in Q1 2025. 307 funds tracked by Wall St. Rank hold ESS as of Q2 2026.
- Checchi Capital Advisers held 937 shares of Essex Property Trust worth $273K as of Q2 2026.
- Checchi Capital Advisers sold 47 Essex Property Trust shares in Q2 2026, an estimated $12.6K.
- Essex Property Trust made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #507 holding.
- Checchi Capital Advisers first reported a position in Essex Property Trust in Q1 2016 and has held it in 32 quarters since.
- Checchi Capital Advisers's Essex Property Trust position peaked at $445K in Q1 2025.
- 307 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.