Claro Advisors’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 | $680K | Buy |
2,331
+33
| +1% | +$8.87K | 0.07% | 216 |
|
|
2026
Q1 | $556K | Buy |
2,298
+24
| +1% | +$6.05K | 0.07% | 222 |
|
|
2025
Q4 | $595K | Buy |
2,274
+20
| +0.9% | +$5.18K | 0.08% | 201 |
|
|
2025
Q3 | $603K | Buy |
2,254
+23
| +1% | +$6.22K | 0.09% | 193 |
|
|
2025
Q2 | $632K | Sell |
2,231
-16
| -0.7% | -$4.49K | 0.1% | 176 |
|
|
2025
Q1 | $689K | Buy |
2,247
+46
| +2% | +$13.4K | 0.09% | 205 |
|
|
2024
Q4 | $628K | Buy |
2,201
+20
| +0.9% | +$5.91K | 0.08% | 212 |
|
|
2024
Q3 | $644K | Buy |
2,181
+21
| +1% | +$6.09K | 0.08% | 228 |
|
|
2024
Q2 | $588K | Buy |
2,160
+26
| +1% | +$6.67K | 0.09% | 217 |
|
|
2024
Q1 | $522K | Buy |
2,134
+19
| +0.9% | +$4.52K | 0.09% | 229 |
|
|
2023
Q4 | $524K | Sell |
2,115
-537
| -20% | -$118K | 0.11% | 206 |
|
|
2023
Q3 | $562K | Buy |
2,652
+24
| +0.9% | +$5.63K | 0.14% | 179 |
|
|
2023
Q2 | $616K | Buy |
2,628
+28
| +1% | +$6.12K | 0.15% | 165 |
|
|
2023
Q1 | $544K | Buy |
2,600
+20
| +0.8% | +$4.41K | 0.16% | 161 |
|
|
2022
Q4 | $547K | Buy |
2,580
+50
| +2% | +$10.9K | 0.18% | 140 |
|
|
2022
Q3 | $662K | Hold |
2,530
| – | – | 0.26% | 93 |
|
|
2022
Q2 | $662K | Buy |
2,530
+24
| +1% | +$7.26K | 0.26% | 93 |
|
|
2022
Q1 | $883K | Hold |
2,506
| – | – | 0.32% | 81 |
|
|
2021
Q4 | $883K | Buy |
2,506
+16
| +0.6% | +$5.45K | 0.32% | 81 |
|
|
2021
Q3 | $796K | Buy |
2,490
+16
| +0.6% | +$5.18K | 0.33% | 78 |
|
|
2021
Q2 | $742K | Buy |
2,474
+17
| +0.7% | +$5.01K | 0.33% | 79 |
|
|
2021
Q1 | $668K | Buy |
2,457
+21
| +0.9% | +$5.45K | 0.34% | 80 |
|
|
2020
Q4 | $578K | Buy |
2,436
+29
| +1% | +$6.69K | 0.31% | 89 |
|
|
2020
Q3 | $483K | Buy |
2,407
+18
| +0.8% | +$3.92K | 0.31% | 96 |
|
|
2020
Q2 | $547K | Buy |
2,389
+25
| +1% | +$5.99K | 0.38% | 75 |
|
|
2020
Q1 | $521K | Buy |
2,364
+20
| +0.9% | +$5.75K | 0.49% | 61 |
|
|
2019
Q4 | $705K | Buy |
2,344
+14
| +0.6% | +$4.42K | 0.54% | 53 |
|
|
2019
Q3 | $761K | Buy |
2,330
+14
| +0.6% | +$4.38K | 0.68% | 42 |
|
|
2019
Q2 | $676K | Buy |
2,316
+15
| +0.7% | +$4.32K | 0.62% | 44 |
|
|
2019
Q1 | $665K | Buy |
2,301
+33
| +1% | +$9K | 0.66% | 46 |
|
|
2018
Q4 | $559K | Buy |
+2,268
| New | +$572K | 0.45% | 50 |
|
Other funds holding ESS
Claro Advisors's ESS Position: Q2 2026 in Review
Claro Advisors increased its Essex Property Trust (ESS) stake by 1.4% in Q2 2026, buying an estimated $8.87K and bringing the position to 2,331 shares worth $680K. The position accounts for 0.07% of the portfolio, ranked #216.
Claro Advisors first reported a position in ESS in Q4 2018 and has held it in 31 quarters since. The position peaked at $883K in Q1 2022. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.
- Claro Advisors held 2,331 shares of Essex Property Trust worth $680K as of Q2 2026.
- Claro Advisors bought 33 Essex Property Trust shares in Q2 2026, an estimated $8.87K.
- Essex Property Trust made up 0.07% of Claro Advisors's portfolio in Q2 2026, its #216 holding.
- Claro Advisors first reported a position in Essex Property Trust in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's Essex Property Trust position peaked at $883K in Q1 2022.
- 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.