CPC
ESS icon

Consolidated Planning Corp’s Essex Property Trust ESS Stock Holding History

Consolidated Planning Corp’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 		– Sell
-3,406
Closed -$891K – 158
2025
Q4 		$891K Buy
+3,406
New +$882K 0.09% 129
2025
Q3 		– Sell
-3,215
Closed -$911K – 202
2025
Q2 		$911K Buy
3,215
+383
+14% +$108K 0.11% 121
2025
Q1 		$868K Buy
2,832
+749
+36% +$219K 0.12% 116
2024
Q4 		$595K Buy
2,083
+491
+31% +$145K 0.08% 123
2024
Q3 		$470K Buy
+1,592
New +$462K 0.07% 129

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Consolidated Planning Corp's ESS Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Essex Property Trust (ESS) in Q1 2026, closing a stake of 3,406 shares — an estimated $891K sold.

Consolidated Planning Corp first reported a position in ESS in Q3 2024 and held it in 5 quarters. The position peaked at $911K in Q2 2025. 606 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Essex Property Trust position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 3,406 Essex Property Trust shares in Q1 2026, an estimated $891K.
  • Consolidated Planning Corp first reported a position in Essex Property Trust in Q3 2024 and held it in 5 quarters.
  • Consolidated Planning Corp's Essex Property Trust position peaked at $911K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.