Clayton Financial Group’s Essex Property Trust ESS Stock Holding History

Clayton Financial Group’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	–	Sell	-5	Closed	-$1.21K	–	233
2026 Q1	$1.21K	Hold	5	–	–	﹤0.01%	542
2025 Q4	$1.31K	Buy	+5	New	+$1.29K	﹤0.01%	519

Other funds holding ESS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clayton Financial Group's ESS Position: Q2 2026 in Review

Clayton Financial Group sold out of Essex Property Trust (ESS) in Q2 2026, closing a stake of 5 shares — an estimated $1.21K sold.

Clayton Financial Group first reported a position in ESS in Q4 2025 and held it in 2 quarters. The position peaked at $1.31K in Q4 2025. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Clayton Financial Group reported no remaining Essex Property Trust position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 5 Essex Property Trust shares in Q2 2026, an estimated $1.21K.
Clayton Financial Group first reported a position in Essex Property Trust in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's Essex Property Trust position peaked at $1.31K in Q4 2025.
629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.