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Copperwynd Financial’s Essex Property Trust ESS Stock Holding History

Copperwynd Financial’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
2025
Q2 		$239K Buy
842
+53
+7% +$14.9K 0.06% 142
2025
Q1 		$242K Sell
789
-9
-1% -$2.63K 0.07% 131
2024
Q4 		$228K Buy
798
+10
+1% +$2.95K 0.06% 128
2024
Q3 		$233K Sell
788
-38
-5% -$11K 0.07% 136
2024
Q2 		$230K Sell
826
-35
-4% -$8.98K 0.08% 136
2024
Q1 		$211K Buy
+861
New +$205K 0.08% 135

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Copperwynd Financial's ESS Position: Q2 2025 in Review

Copperwynd Financial increased its Essex Property Trust (ESS) stake by 6.7% in Q2 2025, buying an estimated $14.9K and bringing the position to 842 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #142.

Copperwynd Financial first reported a position in ESS in Q1 2024 and has held it in 6 quarters since. The position peaked at $242K in Q1 2025. 617 funds tracked by Wall St. Rank hold ESS as of Q2 2025.

  • Copperwynd Financial held 842 shares of Essex Property Trust worth $239K as of Q2 2025.
  • Copperwynd Financial bought 53 Essex Property Trust shares in Q2 2025, an estimated $14.9K.
  • Essex Property Trust made up 0.06% of Copperwynd Financial's portfolio in Q2 2025, its #142 holding.
  • Copperwynd Financial first reported a position in Essex Property Trust in Q1 2024 and has held it in 6 quarters since.
  • Copperwynd Financial's Essex Property Trust position peaked at $242K in Q1 2025.
  • 617 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.