Conscious Wealth Investments’s Essex Property Trust ESS Stock Holding History

Conscious Wealth Investments’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 Q1	$219K	Hold	869	–	–	0.12%	56
2025 Q4	$219K	Hold	869	–	–	0.13%	59
2025 Q3	$219K	Hold	869	–	–	0.13%	55
2025 Q2	$253K	Hold	869	–	–	0.16%	51
2025 Q1	$246K	Hold	869	–	–	0.17%	48
2024 Q4	$246K	Hold	869	–	–	0.17%	46
2024 Q3	$261K	Hold	869	–	–	0.18%	47
2024 Q2	$253K	Hold	869	–	–	0.18%	48
2024 Q1	$202K	Hold	869	–	–	0.15%	47
2023 Q4	$203K	Buy	+869	New	+$192K	0.16%	51

Other funds holding ESS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Conscious Wealth Investments's ESS Position: Q1 2026 in Review

Conscious Wealth Investments held its Essex Property Trust (ESS) position steady in Q1 2026 at 869 shares worth $219K. The position accounts for 0.12% of the portfolio, ranked #56.

Conscious Wealth Investments first reported a position in ESS in Q4 2023 and has held it in 10 quarters since. The position peaked at $261K in Q3 2024. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

Conscious Wealth Investments held 869 shares of Essex Property Trust worth $219K as of Q1 2026.
Conscious Wealth Investments left its Essex Property Trust share count unchanged in Q1 2026.
Essex Property Trust made up 0.12% of Conscious Wealth Investments's portfolio in Q1 2026, its #56 holding.
Conscious Wealth Investments first reported a position in Essex Property Trust in Q4 2023 and has held it in 10 quarters since.
Conscious Wealth Investments's Essex Property Trust position peaked at $261K in Q3 2024.
607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.