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Clark Wealth Partners’s Essex Property Trust ESS Stock Holding History

Clark Wealth Partners’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 		$1.18K Sell
4
-2
-33% -$538 ﹤0.01% 473
2026
Q1 		$1.47K Buy
6
+3
+100% +$757 ﹤0.01% 483
2025
Q4 		$785 Hold
3
– – ﹤0.01% 506
2025
Q3 		$785 Hold
3
– – ﹤0.01% 506
2025
Q2 		$850 Hold
3
– – ﹤0.01% 453
2025
Q1 		$920 Hold
3
– – ﹤0.01% 444
2024
Q4 		$856 Buy
+3
New +$886 ﹤0.01% 457

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

Clark Wealth Partners's ESS Position: Q2 2026 in Review

Clark Wealth Partners reduced its Essex Property Trust (ESS) stake by 33% in Q2 2026, selling an estimated $538 and leaving 4 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Clark Wealth Partners first reported a position in ESS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47K in Q1 2026. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Clark Wealth Partners held 4 shares of Essex Property Trust worth $1.18K as of Q2 2026.
  • Clark Wealth Partners sold 2 Essex Property Trust shares in Q2 2026, an estimated $538.
  • Essex Property Trust made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #473 holding.
  • Clark Wealth Partners first reported a position in Essex Property Trust in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Essex Property Trust position peaked at $1.47K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.