Continuum Advisory’s Essex Property Trust ESS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-390
Closed -$120K 753
2025
Q1
$120K Buy
390
+135
+53% +$39.4K 0.02% 489
2024
Q4
$72.8K Buy
255
+30
+13% +$8.86K 0.01% 584
2024
Q3
$68.1K Buy
225
+115
+105% +$33.4K 0.01% 591
2024
Q2
$29.9K Buy
110
+75
+214% +$19.3K ﹤0.01% 714
2024
Q1
$9.09K Buy
+35
New +$8.33K ﹤0.01% 966

Other funds holding ESS

Continuum Advisory's ESS Position: Q2 2025 in Review

Continuum Advisory sold out of Essex Property Trust (ESS) in Q2 2025, closing a stake of 390 shares — an estimated $120K sold.

Continuum Advisory first reported a position in ESS in Q1 2024 and held it in 5 quarters. The position peaked at $120K in Q1 2025. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

  • Continuum Advisory reported no remaining Essex Property Trust position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 390 Essex Property Trust shares in Q2 2025, an estimated $120K.
  • Continuum Advisory first reported a position in Essex Property Trust in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Essex Property Trust position peaked at $120K in Q1 2025.
  • 617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.