Clearstead Trust’s Essex Property Trust ESS Stock Holding History

Clearstead Trust’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	$78.4K	Sell	269 -28	-9%	-$7.53K	0.01%	271
2026 Q1	$71.9K	Hold	297	–	–	0.01%	276
2025 Q4	$77.7K	Hold	297	–	–	0.01%	278
2025 Q3	$79.5K	Hold	297	–	–	0.01%	268
2025 Q2	$84.2K	Hold	297	–	–	0.02%	263
2025 Q1	$91.1K	Hold	297	–	–	0.02%	219
2024 Q4	$84.8K	Hold	297	–	–	0.02%	220
2024 Q3	$87.7K	Hold	297	–	–	0.02%	198
2024 Q2	$80.8K	Hold	297	–	–	0.02%	201
2024 Q1	$72.7K	Hold	297	–	–	0.02%	211
2023 Q4	$73.6K	Hold	297	–	–	0.02%	215
2023 Q3	$63K	Hold	297	–	–	0.02%	203
2023 Q2	$69.6K	Hold	297	–	–	0.02%	190
2023 Q1	$62.1K	Hold	297	–	–	0.02%	206
2022 Q4	$63K	Hold	297	–	–	0.02%	215
2022 Q3	$72K	Buy	+297	New	+$80.4K	0.03%	194

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

Clearstead Trust's ESS Position: Q2 2026 in Review

Clearstead Trust reduced its Essex Property Trust (ESS) stake by 9.4% in Q2 2026, selling an estimated $7.53K and leaving 269 shares worth $78.4K. The position accounts for 0.01% of the portfolio, ranked #271.

Clearstead Trust first reported a position in ESS in Q3 2022 and has held it in 16 quarters since. The position peaked at $91.1K in Q1 2025. 583 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Clearstead Trust held 269 shares of Essex Property Trust worth $78.4K as of Q2 2026.
Clearstead Trust sold 28 Essex Property Trust shares in Q2 2026, an estimated $7.53K.
Essex Property Trust made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #271 holding.
Clearstead Trust first reported a position in Essex Property Trust in Q3 2022 and has held it in 16 quarters since.
Clearstead Trust's Essex Property Trust position peaked at $91.1K in Q1 2025.
583 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

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