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Clearstead Advisors’s Essex Property Trust ESS Stock Holding History

Clearstead Advisors’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 		$37.6K Buy
129
+92
+249% +$24.7K ﹤0.01% 1594
2026
Q1 		$8.95K Sell
37
-187
-83% -$47.2K ﹤0.01% 1616
2025
Q4 		$58.6K Buy
224
+36
+19% +$9.32K ﹤0.01% 1330
2025
Q3 		$50.3K Buy
188
+4
+2% +$1.08K ﹤0.01% 1282
2025
Q2 		$52.1K Buy
184
+152
+475% +$42.7K ﹤0.01% 1279
2025
Q1 		$9.81K Buy
32
+10
+45% +$2.92K ﹤0.01% 1609
2024
Q4 		$6.28K Hold
22
– – ﹤0.01% 1676
2024
Q3 		$6.5K Sell
22
-22
-50% -$6.38K ﹤0.01% 1671
2024
Q2 		$12K Hold
44
– – ﹤0.01% 1512
2024
Q1 		$11.5K Sell
44
-5
-10% -$1.19K ﹤0.01% 1036
2023
Q4 		$12.2K Sell
49
-17
-26% -$3.75K ﹤0.01% 1027
2023
Q3 		$14K Sell
66
-19
-22% -$4.45K ﹤0.01% 943
2023
Q2 		$19.9K Buy
85
+83
+4,150% +$18.1K ﹤0.01% 899
2023
Q1 		$419 Sell
2
-87
-98% -$19.2K ﹤0.01% 1314
2022
Q4 		$18.9K Buy
89
+74
+493% +$16.2K ﹤0.01% 809
2022
Q3 		$4K Sell
15
-282
-95% -$76.3K ﹤0.01% 996
2022
Q2 		$78K Hold
297
– – 0.01% 533
2022
Q1 		$103K Hold
297
– – 0.01% 542
2021
Q4 		$105K Sell
297
-8
-3% -$2.72K 0.01% 516
2021
Q3 		$98K Sell
305
-1
-0.3% -$324 0.01% 485
2021
Q2 		$92K Buy
306
+9
+3% +$2.65K 0.01% 469
2021
Q1 		$81K Hold
297
– – 0.01% 471
2020
Q4 		$71K Hold
297
– – 0.01% 463
2020
Q3 		$60K Hold
297
– – 0.01% 443
2020
Q2 		$68K Hold
297
– – 0.01% 398
2020
Q1 		$65K Buy
+297
New +$85.3K 0.01% 375

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

Clearstead Advisors's ESS Position: Q2 2026 in Review

Clearstead Advisors increased its Essex Property Trust (ESS) stake by 249% in Q2 2026, buying an estimated $24.7K and bringing the position to 129 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Clearstead Advisors first reported a position in ESS in Q1 2020 and has held it in 26 quarters since. The position peaked at $105K in Q4 2021. 631 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Clearstead Advisors held 129 shares of Essex Property Trust worth $37.6K as of Q2 2026.
  • Clearstead Advisors bought 92 Essex Property Trust shares in Q2 2026, an estimated $24.7K.
  • Essex Property Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1594 holding.
  • Clearstead Advisors first reported a position in Essex Property Trust in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Essex Property Trust position peaked at $105K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.